{"status":true,"post":{"id":12934,"user_id":23,"status":1,"type":1,"orde":null,"notification_type":3,"static_post":0,"published_at":"2022-10-21 09:20:40","created_at":"2016-01-24T21:00:00.000000Z","updated_at":"2022-10-21T06:20:40.000000Z","edited_at":"2024-12-17 22:35:21","source_id":null,"post_id":12934,"is_featured":0,"title":"Global \u00e7\u0131\u011f \u00fcst\u00fcm\u00fcze mi geliyor?","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\">Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Mario Draghi, faizleri de\u011fi\u015ftirmeme karar\u0131n\u0131n ard\u0131ndan bas\u0131n toplant\u0131s\u0131nda, \"Mart ay\u0131nda para politikas\u0131 duru\u015funu g\u00f6zden ge\u00e7irebiliriz\" dedi. Bu durumda Mart ay\u0131na kadar ECB\u2019den bir hareket beklemeyece\u011fiz anlam\u0131na geliyor. Ama piyasalar Mart ay\u0131nda parasal geni\u015flemeye odaklanabilir.<\/span><\/p>  <p><span class=\"large\">Institute of International Finance'e (IIF) g\u00f6re, k\u00fcresel yat\u0131r\u0131mc\u0131lar ve \u015firketler, 2015 y\u0131l\u0131nda geli\u015fen piyasalardan 735 milyar dolar \u00e7ekti ve bu en az 15 y\u0131l\u0131n en b\u00fcy\u00fck sermaye ka\u00e7\u0131\u015f\u0131n\u0131 i\u015faret ediyor. Bu durum bizi tedirgin ediyor. Bu \u00e7\u0131k\u0131\u015f hem kuru yukar\u0131 itiyor hem de faizlerin y\u00fckselmesine neden oluyor.<\/span><\/p>  <p><span class=\"large\"><strong>EN Y\u00dcKL\u00dc L\u0130K\u0130D\u0130TE<\/strong><\/span><\/p>  <p><span class=\"large\">Uluslararas\u0131 piyasalarda \u00f6nde gelen yat\u0131r\u0131mc\u0131lar, piyasalar\u0131n \u00c7in'e ba\u011fl\u0131 endi\u015felerle daha da d\u00fc\u015febilece\u011fini kaydediyor. K\u0131sacas\u0131 yak\u0131n vadede ufukta pek de olumlu bir hava beklenmiyor.<\/span><\/p>  <p><span class=\"large\">\u00c7in Merkez Bankas\u0131, a\u00e7\u0131k piyasa i\u015flemleri yoluyla, piyasaya yakla\u015f\u0131k 3 y\u0131l\u0131n en y\u00fckl\u00fc likiditesini enjekte etti. K\u0131sacas\u0131 piyasadaki durgunlu\u011fu a\u015fmak i\u00e7in para s\u00fcr\u00fcyor. Bu durum enflasyonun alt zeminini haz\u0131rl\u0131yor olabilir. Hem durgunluk hem enflasyon k\u0131sacas\u0131 buna stagflasyon diyoruz. Durum pek de i\u00e7 a\u00e7\u0131c\u0131 de\u011fil.<\/span><\/p>  <p><span class=\"large\"><strong>BRENT PETROL\u00dcN D\u00dc\u015e\u00dc\u015e\u00dc<\/strong><\/span><\/p>  <p><span class=\"large\">Hong Kong Hang Seng Endeksi'nin piyasa de\u011feri, Asya krizinden bu yana ilk defa defter de\u011ferinin alt\u0131na indi. K\u0131sacas\u0131 \u00e7\u0131\u011f b\u00fcy\u00fcyerek geliyor olabilir.<\/span><\/p>  <p><span class=\"large\">Brent petrol\u00fcn fiyat\u0131n\u0131n 27.80 USD seviyesine kadar d\u00fc\u015fmesi sizce de tuhaf de\u011fil mi? 12 y\u0131l \u00f6nce g\u00f6rd\u00fc\u011f\u00fc de\u011ferler... Bunun arz\/talep dengesiyle bir izah\u0131 yok. T\u00fcm emtea fiyatlar\u0131n\u0131n a\u015fa\u011f\u0131ya do\u011fru gidi\u015fi de anormal geli\u015fmeleri yans\u0131tm\u0131yor mu? Global talep artarken fiyatlardaki bu abart\u0131l\u0131 d\u00fc\u015f\u00fc\u015f de nerden geliyor?<\/span><\/p>  <p><span class=\"large\">USD\/JPY paritesi yak\u0131n zamanda 123 iken birden 116 seviyelerine d\u00fc\u015ft\u00fc. Yani JPY dolara kar\u015f\u0131 sert prim yapt\u0131. GBP\/USD yak\u0131n zamanda 1.50\u2019nin \u00fczerindeyken ne oldu da birden 1.41\u2019lere d\u00fc\u015ft\u00fc? <\/span><\/p>  <p><span class=\"large\"><strong>VARLIKLARI KORUMA YILI<\/strong><\/span><\/p>  <p><span class=\"large\">Son sorumuzu da soral\u0131m; Se\u00e7im bitti. Yani siyasi belirsizlik art\u0131k yok. Cari a\u00e7\u0131k daral\u0131yor. Yani d\u00f6viz ihtiyac\u0131 azald\u0131. Peki o zaman TL\u2019nin de\u011fer kayb\u0131 normal mi?<\/span><\/p>  <p><span class=\"large\">Tuhaf \u015feyler oluyor. 2016 y\u0131l\u0131 i\u00e7in toparlanmadan ziyade varl\u0131klar\u0131 koruma y\u0131l\u0131 olacak y\u00f6n\u00fcndeki beklentimiz maalesef ger\u00e7ekle\u015fiyor. Piyasalara verilen likidite istenilen yere gitmedi\u011finden durgunluk artarak s\u00fcr\u00fcyor. Piyasalar\u0131n ihtiyac\u0131 olan \u00f6n\u00fcn\u00fc g\u00f6rmek ve gelece\u011fe umutla bakmak. Maalesef her ge\u00e7en g\u00fcn bunun azald\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. \u015eimdi tedbir zaman\u0131; bizden s\u00f6ylemesi\u2026<\/span><\/p>  \t\t\t\t","slug":"global-cig-ustumuze-mi-geliyor","tags":"K\u00f6\u015fe Yaz\u0131s\u0131","meta_title":"Global \u00e7\u0131\u011f \u00fcst\u00fcm\u00fcze mi geliyor?","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","news_cover_min":null,"news_cover":null,"news_video_min":null,"news_video":null,"view_count":144,"cropped_1200x675":null,"user":{"id":23,"name":"H\u0130KMET","surname":"BAYDAR","email":"hikmet-baydar@gmail.com","slug":"hikmet-baydar","avatar":"\/front\/uploads\/avatar\/1733691600m8IdzrjJsMVvSMC.webp","status":1,"role":1,"email_verified_at":null,"orde":null,"created_at":"2022-10-19T14:42:06.000000Z","updated_at":"2024-12-18T09:49:02.000000Z","seo_title":null,"seo_description":null},"translations":[{"id":13033,"is_featured":0,"is_amp":0,"is_ads":0,"ads_link":null,"post_id":12934,"locale":"tr","category_id":73,"title":"Global \u00e7\u0131\u011f \u00fcst\u00fcm\u00fcze mi geliyor?","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\">Avrupa Merkez Bankas\u0131 Ba\u015fkan\u0131 Mario Draghi, faizleri de\u011fi\u015ftirmeme karar\u0131n\u0131n ard\u0131ndan bas\u0131n toplant\u0131s\u0131nda, \"Mart ay\u0131nda para politikas\u0131 duru\u015funu g\u00f6zden ge\u00e7irebiliriz\" dedi. Bu durumda Mart ay\u0131na kadar ECB\u2019den bir hareket beklemeyece\u011fiz anlam\u0131na geliyor. Ama piyasalar Mart ay\u0131nda parasal geni\u015flemeye odaklanabilir.<\/span><\/p>  <p><span class=\"large\">Institute of International Finance'e (IIF) g\u00f6re, k\u00fcresel yat\u0131r\u0131mc\u0131lar ve \u015firketler, 2015 y\u0131l\u0131nda geli\u015fen piyasalardan 735 milyar dolar \u00e7ekti ve bu en az 15 y\u0131l\u0131n en b\u00fcy\u00fck sermaye ka\u00e7\u0131\u015f\u0131n\u0131 i\u015faret ediyor. Bu durum bizi tedirgin ediyor. Bu \u00e7\u0131k\u0131\u015f hem kuru yukar\u0131 itiyor hem de faizlerin y\u00fckselmesine neden oluyor.<\/span><\/p>  <p><span class=\"large\"><strong>EN Y\u00dcKL\u00dc L\u0130K\u0130D\u0130TE<\/strong><\/span><\/p>  <p><span class=\"large\">Uluslararas\u0131 piyasalarda \u00f6nde gelen yat\u0131r\u0131mc\u0131lar, piyasalar\u0131n \u00c7in'e ba\u011fl\u0131 endi\u015felerle daha da d\u00fc\u015febilece\u011fini kaydediyor. K\u0131sacas\u0131 yak\u0131n vadede ufukta pek de olumlu bir hava beklenmiyor.<\/span><\/p>  <p><span class=\"large\">\u00c7in Merkez Bankas\u0131, a\u00e7\u0131k piyasa i\u015flemleri yoluyla, piyasaya yakla\u015f\u0131k 3 y\u0131l\u0131n en y\u00fckl\u00fc likiditesini enjekte etti. K\u0131sacas\u0131 piyasadaki durgunlu\u011fu a\u015fmak i\u00e7in para s\u00fcr\u00fcyor. Bu durum enflasyonun alt zeminini haz\u0131rl\u0131yor olabilir. Hem durgunluk hem enflasyon k\u0131sacas\u0131 buna stagflasyon diyoruz. Durum pek de i\u00e7 a\u00e7\u0131c\u0131 de\u011fil.<\/span><\/p>  <p><span class=\"large\"><strong>BRENT PETROL\u00dcN D\u00dc\u015e\u00dc\u015e\u00dc<\/strong><\/span><\/p>  <p><span class=\"large\">Hong Kong Hang Seng Endeksi'nin piyasa de\u011feri, Asya krizinden bu yana ilk defa defter de\u011ferinin alt\u0131na indi. K\u0131sacas\u0131 \u00e7\u0131\u011f b\u00fcy\u00fcyerek geliyor olabilir.<\/span><\/p>  <p><span class=\"large\">Brent petrol\u00fcn fiyat\u0131n\u0131n 27.80 USD seviyesine kadar d\u00fc\u015fmesi sizce de tuhaf de\u011fil mi? 12 y\u0131l \u00f6nce g\u00f6rd\u00fc\u011f\u00fc de\u011ferler... Bunun arz\/talep dengesiyle bir izah\u0131 yok. T\u00fcm emtea fiyatlar\u0131n\u0131n a\u015fa\u011f\u0131ya do\u011fru gidi\u015fi de anormal geli\u015fmeleri yans\u0131tm\u0131yor mu? Global talep artarken fiyatlardaki bu abart\u0131l\u0131 d\u00fc\u015f\u00fc\u015f de nerden geliyor?<\/span><\/p>  <p><span class=\"large\">USD\/JPY paritesi yak\u0131n zamanda 123 iken birden 116 seviyelerine d\u00fc\u015ft\u00fc. Yani JPY dolara kar\u015f\u0131 sert prim yapt\u0131. GBP\/USD yak\u0131n zamanda 1.50\u2019nin \u00fczerindeyken ne oldu da birden 1.41\u2019lere d\u00fc\u015ft\u00fc? <\/span><\/p>  <p><span class=\"large\"><strong>VARLIKLARI KORUMA YILI<\/strong><\/span><\/p>  <p><span class=\"large\">Son sorumuzu da soral\u0131m; Se\u00e7im bitti. Yani siyasi belirsizlik art\u0131k yok. Cari a\u00e7\u0131k daral\u0131yor. Yani d\u00f6viz ihtiyac\u0131 azald\u0131. Peki o zaman TL\u2019nin de\u011fer kayb\u0131 normal mi?<\/span><\/p>  <p><span class=\"large\">Tuhaf \u015feyler oluyor. 2016 y\u0131l\u0131 i\u00e7in toparlanmadan ziyade varl\u0131klar\u0131 koruma y\u0131l\u0131 olacak y\u00f6n\u00fcndeki beklentimiz maalesef ger\u00e7ekle\u015fiyor. Piyasalara verilen likidite istenilen yere gitmedi\u011finden durgunluk artarak s\u00fcr\u00fcyor. Piyasalar\u0131n ihtiyac\u0131 olan \u00f6n\u00fcn\u00fc g\u00f6rmek ve gelece\u011fe umutla bakmak. Maalesef her ge\u00e7en g\u00fcn bunun azald\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz. \u015eimdi tedbir zaman\u0131; bizden s\u00f6ylemesi\u2026<\/span><\/p>  \t\t\t\t","slug":"global-cig-ustumuze-mi-geliyor","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":"Global \u00e7\u0131\u011f \u00fcst\u00fcm\u00fcze mi geliyor?","meta_description":"Hikmet Baydar","meta_keywords":"K\u00f6\u015fe Yaz\u0131s\u0131","view_count":144,"yt":0,"ytid":"","ytimage":null,"imgdate":"2000-01-01 00:00:00","cuff_cover":null,"cropped_358x214":null,"cropped_842x474":null}]}}