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Emre ERG\u00dcL<\/strong><\/p>\n BUENOS AIRES<\/strong><\/p>\n Arjantin\u2019de kartlar\u0131 yeniden karan Trump\u00e7\u0131 ekonomist!<\/strong><\/p>\n Y\u0131llard\u0131r ekonomik krizle bo\u011fu\u015fan, krizden \u00e7\u0131k\u0131\u015f\u0131 \u201cBrezilya\u2019yla ortak para birimi kurmak,\u201d \u201cpeso yerine Amerikan dolar\u0131na ge\u00e7mek,\u201d \u201cdaha y\u00fcksek rakaml\u0131 banknotlar basmak\u201d gibi \u00f6nerilerde arayan Arjantin, pazar g\u00fcn\u00fc itibariyle yeni bir d\u00f6neme girdi.<\/p>\n Ekim ay\u0131ndaki ba\u015fkanl\u0131k se\u00e7imleri \u00f6ncesi yap\u0131lan \u00f6nse\u00e7imlerde s\u0131rad\u0131\u015f\u0131 bir isim galip geldi. 35 milyon se\u00e7menin y\u00fczde 65\u2019inin sand\u0131\u011fa gitti\u011fi g\u00fcn, 52 ya\u015f\u0131ndaki a\u015f\u0131r\u0131 sa\u011fc\u0131 Javier Milei y\u00fczde 30 oy alarak b\u00fcy\u00fck bir s\u00fcrpriz \u00e7\u0131k\u0131\u015f yapt\u0131. Di\u011fer muhalif rakibi y\u00fczde 28 al\u0131rken, h\u00fck\u00fcmetin aday\u0131 y\u00fczde 27\u2019de kald\u0131. Milei\u2019nin zaferi, piyasalar\u0131 da alt \u00fcst etti. Cumhurba\u015fkan\u0131 Alberto Fernandez pezonun dolar kar\u015f\u0131s\u0131nda y\u00fczde 18 deval\u00fce edildi\u011fini duyurdu.<\/p>\n B\u00f6ylece bir dolar 350 pezoya y\u00fckseldi. Merkez Bankas\u0131 politika faizini y\u00fczde 97\u2019den y\u00fczde 118\u2019e y\u00fckseltti. Enflasyon oran\u0131n\u0131n y\u00fczde 115 seviyesinde oldu\u011fu \u00fclkede elektronik perakendecilerden restoranlara kadar bir\u00e7ok i\u015fletmeci tedarik\u00e7ilerinin bir gecede y\u00fczde 20 fiyat art\u0131\u015f\u0131 yapmas\u0131na tan\u0131kl\u0131k etti.<\/p>\n \u015eimdi herkes ayn\u0131 soruyu soruyor: \u201cArjantin siyasetinde dengeleri bozan, ekonomide kartlar\u0131n yeniden kar\u0131lmas\u0131na neden olacak bu liberteryenizm (\u00d6zg\u00fcrl\u00fc\u011f\u00fcn ve \u00f6zg\u00fcrl\u00fc\u011f\u00fcn bile\u015fenlerinin siyasette en \u00f6nemli de\u011fer oldu\u011funa inanan siyaset felsefesi) tutkunu ekonomist kim?\u201d 22 Ekim 1970\u2019de Buenos Aires\u2019te do\u011fan Milei, tarz olarak eski ABD Ba\u015fkan\u0131 Donald Trump ve eski Brezilya lideri Jair Bolsonaro\u2019yu and\u0131r\u0131yor. Keza, Milei de Trump\u2019a olan sevgisini hi\u00e7bir zaman gizlemedi.<\/p>\n Hi\u00e7 taramad\u0131\u011f\u0131 sa\u00e7lar\u0131ndan dolay\u0131 lakab\u0131 \u201cPeruk.\u201d Kendisini \u201canarko-kapatist\u201d olarak tan\u0131mlayan Milei, kampanyas\u0131 boyunca \u00fc\u00e7 noktay\u0131 hedef ald\u0131: Yolsuzluk, siyasi y\u00f6netim ve siyasi elitler\u2026 \u015eimdi g\u00f6zler 22 Ekim\u2019deki ba\u015fkanl\u0131k se\u00e7imlerinde\u2026 Y\u00fczde 45 ve \u00fczeri oy alan ya da en yak\u0131n rakibine y\u00fczde 10 fark att\u0131ysa y\u00fczde 40 oy alan aday ba\u015fkan olacak. 22 Ekim\u2019de bir lider \u00e7\u0131kmazsa, en \u00e7ok oyu alan iki aday 19 Kas\u0131m\u2019da kozlar\u0131n\u0131 payla\u015facak.<\/p>\n Son kitab\u0131: Enflasyonun sonu<\/strong><\/p>\n Javier Milei, Belgrano \u00dcniversitesi\u2019nde ekonomi e\u011fitimi almadan \u00f6nce ye\u015fil sahalarda boy g\u00f6sterdi, Arjantin 2. Ligi tak\u0131mlar\u0131ndan Chacarita Juniors\u2019da kalecilik yapt\u0131. \u00dcniversitede daha \u00e7ok Rolling Stones \u015fark\u0131lar\u0131n\u0131 cover yapt\u0131klar\u0131 rock grubu Everest\u2019I kurdu.<\/p>\n Yay\u0131nlad\u0131\u011f\u0131 kitap isimleri onu k\u0131saca \u00f6zetliyor: \u201cBir Liberteryan\u0131n Yolu,\u201d \u201cEnflasyonun Sonu.\u201d De\u011fi\u015fik tarz\u0131 ve sert s\u00f6ylemleriyle, ekonomik buhrandan bunalm\u0131\u015f halk\u0131n sempatisini kazanan Milei, siyasete 2021\u2019de Arjantin Senatosu\u2019na se\u00e7ilince girmi\u015f oldu. K\u00fcrtaj kar\u015f\u0131t\u0131 olan Milei\u2019nin partisinin ismi \u201c\u00d6zg\u00fcrl\u00fck Geli\u015fmeleri.\u201d<\/p>\n Milei\u2019nin s\u0131rad\u0131\u015f\u0131 \u00e7\u0131k\u0131\u015flar\u0131ndan baz\u0131lar\u0131:<\/strong><\/p>\n -Organ ticareti resmi olarak yap\u0131lmal\u0131.<\/p>\n -\u0130klim de\u011fi\u015fikli\u011fi sosyalistlerin uydurdu\u011fu yaland\u0131r.<\/p>\n -Merkez Bankas\u0131 la\u011fvedilmelidir, silah sat\u0131\u015f\u0131 serbest olmal\u0131.<\/p>\n -Devlet kurumlar\u0131 \u00f6zelle\u015ftirilmeli, bakanl\u0131klar kapat\u0131lmal\u0131.<\/p>\n -Ben kazan\u0131nca ABD ve \u0130srail m\u00fcttefikimiz olacak.<\/p>\n PEK\u0130N<\/strong><\/p>\n Gen\u00e7 i\u015fsizli\u011fi rakamlar\u0131 a\u00e7\u0131klamayan Pekin y\u00f6netimi, s\u00fcrpriz faiz indirimi yapt\u0131<\/strong><\/p>\n \u00c7in\u2019den iki beklenmedik hareket: \u00c7in Merkez Bankas\u0131, ekonominin deste\u011fe ihtiyac\u0131 oldu\u011funu de\u011ferlendirerek beklenmedik bir \u015fekilde faiz indirimine gitti\u2026<\/p>\n Ulusal \u0130statistik B\u00fcrosu, y\u00fcksek seyreden gen\u00e7 i\u015fsizli\u011fi rakamlar\u0131 dahil ya\u015f gruplar\u0131na g\u00f6re i\u015fsizlik rakamlar\u0131n\u0131, “\u00e7al\u0131\u015fma istatistiklerinin geli\u015ftirilmesine ihtiya\u00e7 oldu\u011fu” gerek\u00e7esiyle a\u00e7\u0131klamad\u0131. \u00c7in Merkez Bankas\u0131, 401 milyar yuan (55.25 milyar dolar) de\u011ferindeki bir y\u0131ll\u0131k orta vadeli bor\u00e7 verme tesisi (MLF) kredilerinin faiz oran\u0131n\u0131 y\u00fczde 2.65’ten 2.50’ye d\u00fc\u015f\u00fcrd\u00fc\u011f\u00fcn\u00fc a\u00e7\u0131klad\u0131.<\/p>\n Bu, 2020’den bu yana yap\u0131lan en b\u00fcy\u00fck faiz indirimi oldu. PBOC, haziranda faizi 10 baz puan indirmi\u015fti. Ekonomistler faizin sabit kalaca\u011f\u0131n\u0131 tahmin ediyorlard\u0131. Faiz indiriminin ard\u0131ndan yuan kas\u0131m ay\u0131n\u0131n en d\u00fc\u015f\u00fck seviyesine gerilerken \u00c7in tahvilleri ise ralli yapt\u0131. Offshore yuan dolara kar\u015f\u0131 y\u00fczde 0,5\u2019e kadar d\u00fc\u015f\u00fc\u015f ya\u015fad\u0131 ve dolar\/yuan kuru 7,30\u2019u a\u015ft\u0131. \u00c7in 10 y\u0131ll\u0131k tahvil getirisi ise yedi baz puan d\u00fc\u015f\u00fc\u015fle y\u00fczde 2,56\u2019ya indi ve Nisan 2020\u2019den bu yana en d\u00fc\u015f\u00fck seviyesinde fiyatland\u0131.<\/p>\n Asya Pasifik hisse senedi endeksleri aras\u0131nda da \u00c7in olumsuz ayr\u0131\u015f\u0131yor. Ulusal \u0130statistik B\u00fcrosu (U\u0130B), \u00fclkede temmuz ay\u0131 ve ilk 7 ay\u0131 kapsayan, sanayi \u00fcretimi, perakende sat\u0131\u015flar, sabit sermaye yat\u0131r\u0131mlar\u0131 ve i\u015fsizlik rakamlar\u0131ndan olu\u015fan veri setini a\u00e7\u0131klad\u0131. Buna g\u00f6re, sanayi \u00fcretimi, temmuzda ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re y\u00fczde 3.7 artarken hazirandaki y\u00fczde 4.4 art\u0131\u015f\u0131n gerisine d\u00fc\u015ft\u00fc.<\/p>\n T\u00fcketimin \u00f6l\u00e7\u00fcs\u00fc kabul edilen perakende sat\u0131\u015flar ise temmuzda y\u0131ll\u0131k y\u00fczde 2.5 artarak hazirandaki y\u00fczde 3.1’lik y\u00fckseli\u015fe g\u00f6re daha d\u00fc\u015f\u00fck performans g\u00f6sterdi. \u0130lk 7 ayda \u00f6zel sekt\u00f6r yat\u0131r\u0131mlar\u0131 ge\u00e7en y\u0131la g\u00f6re y\u00fczde 0.5 azal\u0131rken kamu sekt\u00f6r\u00fc yat\u0131r\u0131mlar\u0131 y\u00fczde 7.6 artt\u0131. Kentlerdeki i\u015fsizlik oran\u0131 da 5.3’e \u00e7\u0131karken, gen\u00e7 i\u015f\u015fizli\u011fi rakamlar\u0131 a\u00e7\u0131klanmad\u0131.<\/p>\n MOSKOVA<\/strong><\/p>\n Rusya Merkez Bankas\u0131 ola\u011fan\u00fcst\u00fc zirvede politika faizini y\u00fczde 12\u2019ye y\u00fckseltti<\/strong><\/p>\n Rusya Merkez Bankas\u0131, Rus rublesinde ya\u015fanan de\u011fer kayb\u0131n\u0131n ard\u0131ndan d\u00fczenledi\u011fi ola\u011fan\u00fcst\u00fc toplant\u0131da politika faiz oran\u0131n\u0131 y\u00fczde 8,5\u2019ten y\u00fczde 12\u2019ye y\u00fckseltti. Rusya Merkez Bankas\u0131\u2019ndan yap\u0131lan yaz\u0131l\u0131 a\u00e7\u0131klamada, bankan\u0131n, faiz oran\u0131na ili\u015fkin ola\u011fan\u00fcst\u00fc toplant\u0131 ger\u00e7ekle\u015ftirdi\u011fi belirtildi.<\/p>\n Toplant\u0131 neticesinde, politika faiz oran\u0131n\u0131n 350 baz puanl\u0131k art\u0131\u015fla y\u00fczde 12\u2019ye y\u00fckseltilmesi karar\u0131n\u0131n al\u0131nd\u0131\u011f\u0131 ifade edilen a\u00e7\u0131klamada, karar\u0131n, fiyat istikrar\u0131na y\u00f6nelik tehlikelerin s\u0131n\u0131rland\u0131r\u0131lmas\u0131n\u0131 hedefledi\u011fi kaydedildi. Enflasyon bask\u0131s\u0131n\u0131n artt\u0131\u011f\u0131 ve y\u0131ll\u0131k enflasyon oran\u0131n\u0131n 7 A\u011fustos itibar\u0131yla y\u00fczde 4,4 seviyesinde oldu\u011fu bilgisine yer verilen a\u00e7\u0131klamada, fiyat art\u0131\u015f h\u0131z\u0131n\u0131n da artt\u0131\u011f\u0131 belirtildi. \u0130\u00e7 talebin \u00fcretim kapasitesini a\u015ft\u0131\u011f\u0131, bu durumun da ithalat talebini y\u00fckseltti\u011fi de\u011ferlendirmesinin yap\u0131ld\u0131\u011f\u0131 a\u00e7\u0131klamada, Rus rublesinin de bu nedenle de\u011fer kaybetti\u011fi kaydedildi.<\/p>\n A\u00e7\u0131klamada, bankan\u0131n 2024 i\u00e7in y\u00fczde 4 seviyesinde bulunan enflasyon hedefine ula\u015f\u0131lmas\u0131 i\u00e7in faiz oran\u0131na y\u00f6nelik ilave kararlar alabilece\u011fi vurguland\u0131. Dolar\/ruble paritesi d\u00fcn 28 Mart 2022\u2019den bu yana ilk defa 100 seviyesini a\u015farken, Rusya Merkez Bankas\u0131’n\u0131n ola\u011fan\u00fcst\u00fc toplant\u0131 yapaca\u011f\u0131n\u0131 a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan 96 seviyesinin alt\u0131na gerilemi\u015fti.<\/p>\n \u00a0<\/p>\n<\/p><\/div>\n