{"status":true,"post":{"id":15313,"user_id":11,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-21 09:56:03","created_at":"2016-12-04T21:00:00.000000Z","updated_at":"2022-10-21T06:56:03.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":15313,"is_featured":0,"title":"16 Aral\u0131k\u2019a kadar piyasa g\u00fcndemi yo\u011fun","slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"home_title":null,"sub_title":null,"category_id":73,"description":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p><span class=\"large\">Bu haftadan ba\u015flayarak, dikkatle takip etmemiz gereken \u00e7ok say\u0131da ba\u015fl\u0131\u011f\u0131n oldu\u011fu bir iki haftaya giriyoruz. Sizin bu sat\u0131rlar\u0131 okudu\u011funuzda, ABD\u2019nin k\u00fcresel piyasalarca merakla beklenen kas\u0131m ay\u0131 istihdam verileri a\u00e7\u0131kland\u0131. Onun ak\u015fam\u0131nda, uluslararas\u0131 derecelendirme kurulu\u015fu Moody\u2019s\u2019in \u00f6nceden a\u00e7\u0131klanm\u0131\u015f oldu\u011fu T\u00fcrkiye de\u011ferlendirme takviminde <\/span><span class=\"large\">2 Aral\u0131k\u2019\u0131n yer ald\u0131\u011f\u0131n\u0131 g\u00f6rm\u00fc\u015ft\u00fck. Bununla birlikte, 21 Ekim\u2019deki not k\u0131rma karar\u0131 sonras\u0131nda, piyasalar Moody\u2019s\u2019den T\u00fcrkiye i\u00e7in yeni bir karar beklemiyordu. Di\u011fer kurulu\u015f Fitch\u2019in ise bu tarihlerde \u00f6nceden belirlenmi\u015f bir de\u011ferlendirme takvimi olmasa da 16 Aral\u0131k Cuma g\u00fcn\u00fcne kadar o da bir T\u00fcrkiye de\u011ferlendirmesi yapar m\u0131, merak konusu. Gelecek hafta T\u00fcrkiye, Euro B\u00f6lgesi ve ABD ile pek \u00e7ok veriyi ve 8 Aral\u0131k Per\u015fembe g\u00fcn\u00fc Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) toplant\u0131s\u0131n\u0131 takip edece\u011fiz.<\/span><\/p>  <p><span class=\"large\">\u00d6n\u00fcm\u00fczdeki y\u0131l Avrupa\u2019da bir se\u00e7im y\u0131l\u0131 ve ECB, gelecek y\u0131l\u0131n mart ay\u0131 sonunda sonland\u0131raca\u011f\u0131 tahvil al\u0131m program\u0131n\u0131 2017 sonuna kadar uzatabilir ki, gelecek hafta alaca\u011f\u0131 b\u00f6yle bir karar, Euro-dolar paritesinde 1.06-1.04 dolar baz\u0131nda a\u015fa\u011f\u0131 do\u011fru bask\u0131y\u0131 art\u0131rabilir. \u00d6n\u00fcm\u00fczdeki hafta, T\u00fcrkiye cephesinde sanayi \u00fcretim verisi, 12 Aral\u0131k Pazartesi ise 3. \u00e7eyrek b\u00fcy\u00fcme verisi a\u00e7\u0131klanacak. Ard\u0131ndan 13-14 Aral\u0131k, en az 25 baz puan faiz art\u0131raca\u011f\u0131 beklenen ABD Merkez Bankas\u0131\u2019n\u0131n (FED) toplant\u0131s\u0131 var. O bitiyor, 15-16 Aral\u0131k\u2019ta bu defa g\u00f6zler AB liderler zirvesinde olacak. Liderlerin Avrupa Parlamentosu\u2019nun T\u00fcrkiye ile ilgili tavsiye karar\u0131 dikkate al\u0131p almad\u0131klar\u0131n\u0131 izleyece\u011fiz. 16 Aral\u0131k Cuma ak\u015fam\u0131, t\u00fcm bu yo\u011fun g\u00fcndem tamamland\u0131ktan sonra, k\u00fcresel piyasalar y\u0131lba\u015f\u0131 tatili moduna ge\u00e7ecek. T\u00fcm bu ba\u015fl\u0131klar k\u00fcresel \u00f6l\u00e7ekte ve T\u00fcrkiye odakl\u0131 stresi azalt\u0131r ise yurti\u00e7inde d\u00f6viz kurlar\u0131nda anlaml\u0131 bir yumu\u015fama g\u00f6zlenebilir.<\/span><\/p>  <p><span class=\"large\"><strong>TE\u015eH\u0130S YANLI\u015eSA, TEDAV\u0130 SONU\u00c7 VERMEZ<\/strong><\/span><\/p>  <p><span class=\"large\">K\u00fcresel ekonomik sistem, b\u00fcy\u00fck bir paradigma de\u011fi\u015fikli\u011finin e\u015fi\u011finde duruyor. 1990\u2019l\u0131 y\u0131llar\u0131n sonlar\u0131ndan itibaren, \u2018k\u00fcreselle\u015fme\u2019 ad\u0131na a\u015f\u0131r\u0131 yol verilen uluslararas\u0131 finans sisteminin h\u0131rs ve a\u00e7 g\u00f6zl\u00fcl\u00fc\u011f\u00fc, d\u00fcnya ekonomisi a\u00e7\u0131s\u0131ndan vahim dengesizlikleri ve haks\u0131zl\u0131klar\u0131 \u00f6ne \u00e7\u0131kard\u0131. \u00d6yle ki, d\u00fcnya genelinde reel sekt\u00f6r k\u00e2rl\u0131l\u0131\u011f\u0131 ile finansal sistem k\u00e2rl\u0131l\u0131\u011f\u0131 aras\u0131nda artan dengesizlik, 1\u2019e 7 olarak tarif edebilece\u011fimiz derin bir hakkaniyetsizli\u011fi g\u00fcndeme getirmi\u015f durumda. Bu nedenle, k\u00fcresel \u00f6l\u00e7ekte, insan k\u0131ymetleri ve \u00fcretime dayal\u0131 yeni bir b\u00fcy\u00fcme modeli, buna ba\u011fl\u0131 olarak, yeni para politikas\u0131 ve maliye politikas\u0131 yap\u0131lanmas\u0131 \u00f6nde gelen \u00fclkelerin t\u00fcm\u00fcn\u00fcn g\u00fcndeminde. Bu derin hakkaniyetsizlik, ABD\u2019nin se\u00e7ilmi\u015f 45. Ba\u015fkan\u0131 Trump\u2019a \u2018Amerika\u2019y\u0131 yeniden b\u00fcy\u00fck yapal\u0131m\u2019 se\u00e7im kampanyas\u0131 mesaj\u0131n\u0131 da getirdi.<\/span><\/p>  <p><span class=\"large\">13. 5 y\u0131ll\u0131k kalk\u0131nma plan\u0131 ile \u00c7in 2020\u2019de ekonomide transformasyon s\u00fcrecini tamamlad\u0131ktan sonra, k\u00fcresel \u00f6l\u00e7ekte, ba\u015fta petrol, emtia fiyatlar\u0131nda yeni ve yukar\u0131 y\u00f6nde bir fiyatland\u0131rma s\u00fcreci ba\u015flayacak ve d\u00fcnya ekonomisi enflasyon bask\u0131s\u0131 alt\u0131na girecek. Bu noktada, T\u00fcrkiye ba\u015fta olmak \u00fczere, \u00f6nde gelen \u00fclkelerin t\u00fcm\u00fc i\u00e7in yeni bir b\u00fcy\u00fcme modelini kurgulayacaklar\u0131 2 y\u0131ll\u0131k bir s\u00fcre s\u00f6z konusu. Bu nedenle, merkez bankalar\u0131, \u00f6n\u00fcm\u00fczdeki 2 y\u0131l enflasyona odaklanmaktan \u00e7ok, <\/span><span class=\"large\">yeni bir b\u00fcy\u00fcme modeline uygun yeni bir para politikas\u0131na odaklanmal\u0131. Bu d\u00f6nemde, \u00fcretime ve yeni bir b\u00fcy\u00fcme modeline odaklan\u0131rken, d\u00f6viz kurlar\u0131ndaki dalgalanmay\u0131 \u00f6ncelikli k\u0131lmamak kritik \u00f6nemde. E\u011fer, dalgal\u0131 kur rejimindeysek, bu ismin hakk\u0131n\u0131 vermemiz gerekiyor.<\/span><\/p>  <p><span class=\"large\"><strong>ERDO\u011eAN\u2019DAN \u00d6NEML\u0130 MESAJLAR<\/strong><\/span><\/p>  <p><span class=\"large\">7. Bo\u011fazi\u00e7i Zirvesi\u2019nde Cumhurba\u015fkan\u0131 Erdo\u011fan\u2019\u0131n pek \u00e7ok kritik \u00f6nemde mesaj\u0131 oldu. B\u00fcy\u00fcmeyle ilgili olarak, \u00fclkelerin te\u015fhislerinin yanl\u0131\u015f olmas\u0131 nedeniyle, tedaviyi de ba\u015fka yerde arad\u0131klar\u0131na i\u015faret eden Cumhurba\u015fkan\u0131m\u0131z, talebi ne robotlar\u0131n ne de finansal ara\u00e7lar\u0131n \u00fcretece\u011fini, talebi sadece insanlar\u0131n ortaya \u00e7\u0131kard\u0131\u011f\u0131n\u0131, s\u00fcrd\u00fcr\u00fclebilir b\u00fcy\u00fcmenin yolunun da insandan, daha do\u011frusu insanlar\u0131n huzur ve refah i\u00e7inde ya\u015fama imkanlar\u0131n\u0131 geni\u015fletmekten ge\u00e7ti\u011fini vurgulad\u0131.<\/span><\/p>  <p><span class=\"large\">\u00d6n\u00fcm\u00fczdeki d\u00f6nemde ticarette ve sava\u015fta kazanan\u0131 belirleyecek olan\u0131n, teknolojik \u00fcst\u00fcnl\u00fckle birlikte, yine insan oldu\u011funu hat\u0131rlatan Erdo\u011fan, n\u00fcfus art\u0131\u015f\u0131 olmadan, \u00fcretimi ve yat\u0131r\u0131m\u0131 destekleyen finansal sistem tesis edilmeden, her alanda adaleti esas alan bir anlay\u0131\u015f benimsenmeden sa\u011fl\u0131kl\u0131 bir k\u00fcresel gelecek in\u015fa edilemeyece\u011finin alt\u0131n\u0131 \u00e7izdi. Bu mesajlar\u0131 not alal\u0131m.<\/span><\/p>  \t\t\t\t","slug":"16-aralika-kadar-piyasa-gundemi-yogun","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"16 Aral\u0131k\u2019a kadar piyasa g\u00fcndemi yo\u011fun","meta_description":"Prof. Dr. Kerem Alkin","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":91,"cropped_1200x675":null,"user":{"id":11,"name":"KEREM","surname":"ALK\u0130N","email":"irem05@daglaroglu.com","slug":"prof-dr-kerem-alkin","avatar":"\/front\/uploads\/avatar\/17336916000GNrERW0ucj2Ja7.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-09-15T09:39:41.000000Z","updated_at":"2024-12-18T09:50:43.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":15412,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":15313,"locale":"tr","category_id":73,"title":"16 Aral\u0131k\u2019a kadar piyasa g\u00fcndemi yo\u011fun","home_title":null,"sub_title":null,"slider_title":null,"slider_title_2":null,"slider_spot_title":null,"slider_spot_title_2":null,"subtitleuse":0,"description":null,"content":"  \t\t\t\t\t  \t\t\t\t\t<p><span class=\"large\">Bu haftadan ba\u015flayarak, dikkatle takip etmemiz gereken \u00e7ok say\u0131da ba\u015fl\u0131\u011f\u0131n oldu\u011fu bir iki haftaya giriyoruz. Sizin bu sat\u0131rlar\u0131 okudu\u011funuzda, ABD\u2019nin k\u00fcresel piyasalarca merakla beklenen kas\u0131m ay\u0131 istihdam verileri a\u00e7\u0131kland\u0131. Onun ak\u015fam\u0131nda, uluslararas\u0131 derecelendirme kurulu\u015fu Moody\u2019s\u2019in \u00f6nceden a\u00e7\u0131klanm\u0131\u015f oldu\u011fu T\u00fcrkiye de\u011ferlendirme takviminde <\/span><span class=\"large\">2 Aral\u0131k\u2019\u0131n yer ald\u0131\u011f\u0131n\u0131 g\u00f6rm\u00fc\u015ft\u00fck. Bununla birlikte, 21 Ekim\u2019deki not k\u0131rma karar\u0131 sonras\u0131nda, piyasalar Moody\u2019s\u2019den T\u00fcrkiye i\u00e7in yeni bir karar beklemiyordu. Di\u011fer kurulu\u015f Fitch\u2019in ise bu tarihlerde \u00f6nceden belirlenmi\u015f bir de\u011ferlendirme takvimi olmasa da 16 Aral\u0131k Cuma g\u00fcn\u00fcne kadar o da bir T\u00fcrkiye de\u011ferlendirmesi yapar m\u0131, merak konusu. Gelecek hafta T\u00fcrkiye, Euro B\u00f6lgesi ve ABD ile pek \u00e7ok veriyi ve 8 Aral\u0131k Per\u015fembe g\u00fcn\u00fc Avrupa Merkez Bankas\u0131\u2019n\u0131n (ECB) toplant\u0131s\u0131n\u0131 takip edece\u011fiz.<\/span><\/p>  <p><span class=\"large\">\u00d6n\u00fcm\u00fczdeki y\u0131l Avrupa\u2019da bir se\u00e7im y\u0131l\u0131 ve ECB, gelecek y\u0131l\u0131n mart ay\u0131 sonunda sonland\u0131raca\u011f\u0131 tahvil al\u0131m program\u0131n\u0131 2017 sonuna kadar uzatabilir ki, gelecek hafta alaca\u011f\u0131 b\u00f6yle bir karar, Euro-dolar paritesinde 1.06-1.04 dolar baz\u0131nda a\u015fa\u011f\u0131 do\u011fru bask\u0131y\u0131 art\u0131rabilir. \u00d6n\u00fcm\u00fczdeki hafta, T\u00fcrkiye cephesinde sanayi \u00fcretim verisi, 12 Aral\u0131k Pazartesi ise 3. \u00e7eyrek b\u00fcy\u00fcme verisi a\u00e7\u0131klanacak. Ard\u0131ndan 13-14 Aral\u0131k, en az 25 baz puan faiz art\u0131raca\u011f\u0131 beklenen ABD Merkez Bankas\u0131\u2019n\u0131n (FED) toplant\u0131s\u0131 var. O bitiyor, 15-16 Aral\u0131k\u2019ta bu defa g\u00f6zler AB liderler zirvesinde olacak. Liderlerin Avrupa Parlamentosu\u2019nun T\u00fcrkiye ile ilgili tavsiye karar\u0131 dikkate al\u0131p almad\u0131klar\u0131n\u0131 izleyece\u011fiz. 16 Aral\u0131k Cuma ak\u015fam\u0131, t\u00fcm bu yo\u011fun g\u00fcndem tamamland\u0131ktan sonra, k\u00fcresel piyasalar y\u0131lba\u015f\u0131 tatili moduna ge\u00e7ecek. T\u00fcm bu ba\u015fl\u0131klar k\u00fcresel \u00f6l\u00e7ekte ve T\u00fcrkiye odakl\u0131 stresi azalt\u0131r ise yurti\u00e7inde d\u00f6viz kurlar\u0131nda anlaml\u0131 bir yumu\u015fama g\u00f6zlenebilir.<\/span><\/p>  <p><span class=\"large\"><strong>TE\u015eH\u0130S YANLI\u015eSA, TEDAV\u0130 SONU\u00c7 VERMEZ<\/strong><\/span><\/p>  <p><span class=\"large\">K\u00fcresel ekonomik sistem, b\u00fcy\u00fck bir paradigma de\u011fi\u015fikli\u011finin e\u015fi\u011finde duruyor. 1990\u2019l\u0131 y\u0131llar\u0131n sonlar\u0131ndan itibaren, \u2018k\u00fcreselle\u015fme\u2019 ad\u0131na a\u015f\u0131r\u0131 yol verilen uluslararas\u0131 finans sisteminin h\u0131rs ve a\u00e7 g\u00f6zl\u00fcl\u00fc\u011f\u00fc, d\u00fcnya ekonomisi a\u00e7\u0131s\u0131ndan vahim dengesizlikleri ve haks\u0131zl\u0131klar\u0131 \u00f6ne \u00e7\u0131kard\u0131. \u00d6yle ki, d\u00fcnya genelinde reel sekt\u00f6r k\u00e2rl\u0131l\u0131\u011f\u0131 ile finansal sistem k\u00e2rl\u0131l\u0131\u011f\u0131 aras\u0131nda artan dengesizlik, 1\u2019e 7 olarak tarif edebilece\u011fimiz derin bir hakkaniyetsizli\u011fi g\u00fcndeme getirmi\u015f durumda. Bu nedenle, k\u00fcresel \u00f6l\u00e7ekte, insan k\u0131ymetleri ve \u00fcretime dayal\u0131 yeni bir b\u00fcy\u00fcme modeli, buna ba\u011fl\u0131 olarak, yeni para politikas\u0131 ve maliye politikas\u0131 yap\u0131lanmas\u0131 \u00f6nde gelen \u00fclkelerin t\u00fcm\u00fcn\u00fcn g\u00fcndeminde. Bu derin hakkaniyetsizlik, ABD\u2019nin se\u00e7ilmi\u015f 45. Ba\u015fkan\u0131 Trump\u2019a \u2018Amerika\u2019y\u0131 yeniden b\u00fcy\u00fck yapal\u0131m\u2019 se\u00e7im kampanyas\u0131 mesaj\u0131n\u0131 da getirdi.<\/span><\/p>  <p><span class=\"large\">13. 5 y\u0131ll\u0131k kalk\u0131nma plan\u0131 ile \u00c7in 2020\u2019de ekonomide transformasyon s\u00fcrecini tamamlad\u0131ktan sonra, k\u00fcresel \u00f6l\u00e7ekte, ba\u015fta petrol, emtia fiyatlar\u0131nda yeni ve yukar\u0131 y\u00f6nde bir fiyatland\u0131rma s\u00fcreci ba\u015flayacak ve d\u00fcnya ekonomisi enflasyon bask\u0131s\u0131 alt\u0131na girecek. Bu noktada, T\u00fcrkiye ba\u015fta olmak \u00fczere, \u00f6nde gelen \u00fclkelerin t\u00fcm\u00fc i\u00e7in yeni bir b\u00fcy\u00fcme modelini kurgulayacaklar\u0131 2 y\u0131ll\u0131k bir s\u00fcre s\u00f6z konusu. Bu nedenle, merkez bankalar\u0131, \u00f6n\u00fcm\u00fczdeki 2 y\u0131l enflasyona odaklanmaktan \u00e7ok, <\/span><span class=\"large\">yeni bir b\u00fcy\u00fcme modeline uygun yeni bir para politikas\u0131na odaklanmal\u0131. Bu d\u00f6nemde, \u00fcretime ve yeni bir b\u00fcy\u00fcme modeline odaklan\u0131rken, d\u00f6viz kurlar\u0131ndaki dalgalanmay\u0131 \u00f6ncelikli k\u0131lmamak kritik \u00f6nemde. E\u011fer, dalgal\u0131 kur rejimindeysek, bu ismin hakk\u0131n\u0131 vermemiz gerekiyor.<\/span><\/p>  <p><span class=\"large\"><strong>ERDO\u011eAN\u2019DAN \u00d6NEML\u0130 MESAJLAR<\/strong><\/span><\/p>  <p><span class=\"large\">7. Bo\u011fazi\u00e7i Zirvesi\u2019nde Cumhurba\u015fkan\u0131 Erdo\u011fan\u2019\u0131n pek \u00e7ok kritik \u00f6nemde mesaj\u0131 oldu. B\u00fcy\u00fcmeyle ilgili olarak, \u00fclkelerin te\u015fhislerinin yanl\u0131\u015f olmas\u0131 nedeniyle, tedaviyi de ba\u015fka yerde arad\u0131klar\u0131na i\u015faret eden Cumhurba\u015fkan\u0131m\u0131z, talebi ne robotlar\u0131n ne de finansal ara\u00e7lar\u0131n \u00fcretece\u011fini, talebi sadece insanlar\u0131n ortaya \u00e7\u0131kard\u0131\u011f\u0131n\u0131, s\u00fcrd\u00fcr\u00fclebilir b\u00fcy\u00fcmenin yolunun da insandan, daha do\u011frusu insanlar\u0131n huzur ve refah i\u00e7inde ya\u015fama imkanlar\u0131n\u0131 geni\u015fletmekten ge\u00e7ti\u011fini vurgulad\u0131.<\/span><\/p>  <p><span class=\"large\">\u00d6n\u00fcm\u00fczdeki d\u00f6nemde ticarette ve sava\u015fta kazanan\u0131 belirleyecek olan\u0131n, teknolojik \u00fcst\u00fcnl\u00fckle birlikte, yine insan oldu\u011funu hat\u0131rlatan Erdo\u011fan, n\u00fcfus art\u0131\u015f\u0131 olmadan, \u00fcretimi ve yat\u0131r\u0131m\u0131 destekleyen finansal sistem tesis edilmeden, her alanda adaleti esas alan bir anlay\u0131\u015f benimsenmeden sa\u011fl\u0131kl\u0131 bir k\u00fcresel gelecek in\u015fa edilemeyece\u011finin alt\u0131n\u0131 \u00e7izdi. Bu mesajlar\u0131 not alal\u0131m.<\/span><\/p>  \t\t\t\t","slug":"16-aralika-kadar-piyasa-gundemi-yogun","orjinalimage":null,"news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"cropped_638x552":null,"cropped_310x208":null,"cropped_416x247":null,"cropped_197x247":null,"cropped_416x600":null,"cropped_1200x675":null,"tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"16 Aral\u0131k\u2019a kadar piyasa g\u00fcndemi yo\u011fun","meta_description":"Prof. Dr. Kerem Alkin","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":91,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}