{"id":872,"date":"2023-07-31T06:11:10","date_gmt":"2023-07-31T03:11:10","guid":{"rendered":"https:\/\/egemhabertv.com\/?p=872"},"modified":"2023-07-31T06:11:10","modified_gmt":"2023-07-31T03:11:10","slug":"piyasa-yeni-merkezi-olumlu-satin-aldi","status":"publish","type":"post","link":"https:\/\/egemhabertv.com\/?p=872","title":{"rendered":"Piyasa yeni Merkez\u2019i olumlu sat\u0131n ald\u0131"},"content":{"rendered":"

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\u015eEBNEM TURHAN<\/strong><\/p>\n

Cumhurba\u015fkanl\u0131\u011f\u0131 ikinci tur se\u00e7imlerinden \u00f6nce 700 baz puan\u0131n \u00fczerini g\u00f6ren T\u00fcrkiye\u2019nin 5 y\u0131ll\u0131k iflas risk primi CDS ge\u00e7en haftan\u0131n son i\u015flem g\u00fcn\u00fc 400 baz puan\u0131n alt\u0131n\u0131 g\u00f6rd\u00fc. Kas\u0131m 2021\u2019den bu yana ilk kez 400 baz puan\u0131n alt\u0131na inen CDS\u2019te ge\u00e7en haftan\u0131n ilk dikkat \u00e7eken hareketi ise Merkez Bankas\u0131 Ba\u015fkan\u0131 Hafize Gaye Erkan\u2019\u0131n ilk enflasyon raporu sunumunda ger\u00e7ekle\u015fti. Ekonomistler Ba\u015fkan Erkan\u2019\u0131n sunumu boyunca CDS fiyatlamalar\u0131n\u0131 eski ba\u015fkan \u015eahap Kavc\u0131o\u011flu\u2019nun 4 May\u0131s\u2019taki enflasyon raporu sunumuyla kar\u015f\u0131la\u015ft\u0131rd\u0131. Kavc\u0131o\u011flu d\u00f6neminde CDS fiyatlamalar\u0131 500 baz puan\u0131n \u00fczerinde seyretmi\u015fti. Uzmanlar, olumlu havan\u0131n devam\u0131 i\u00e7in ise ekonomi program\u0131n\u0131n gereklili\u011fine i\u015faret etti.\u00a0\u00a0\u00a0<\/p>\n

Sunumda da CDS yer ald\u0131<\/strong><\/span><\/p>\n

T\u00fcrkiye’nin 5 y\u0131ll\u0131k iflas risk primi cumhurba\u015fkanl\u0131\u011f\u0131 se\u00e7imlerinin ikinci turundan hemen \u00f6nce 700 baz puan\u0131n \u00fczerine \u00e7\u0131km\u0131\u015ft\u0131. 2022 Temmuz ay\u0131nda ise 900 baz puan\u0131n \u00fczeri g\u00f6r\u00fclm\u00fc\u015f ve 20 y\u0131l\u0131n zirve seviyeleri kaydedilmi\u015fti. Cumhurba\u015fkanl\u0131\u011f\u0131 se\u00e7imlerinin ard\u0131ndan yeni ekonomi y\u00f6netimiyle birlikte ise CDS\u2019lerde a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketler g\u00f6zlenmeye ba\u015flad\u0131. Hatta Merkez Bankas\u0131 Ba\u015fkan\u0131 Gaye Erkan da Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek de CDS\u2019teki d\u00fc\u015f\u00fc\u015fe dikkat \u00e7ekti. Erkan, enflasyon raporu sunumunda risk priminde hazirandan itibaren belirgin bir d\u00fc\u015f\u00fc\u015f e\u011filiminin ba\u015flad\u0131\u011f\u0131n\u0131 dile getirerek \u015f\u00f6yle konu\u015ftu: ” Risk primine bakt\u0131\u011f\u0131m\u0131zda olumlu bir g\u00f6r\u00fcn\u00fcm s\u00f6z konusu. 5 y\u0131l vadeli CDS primi, yurt i\u00e7i belirsizliklerin etkisiyle may\u0131s ay\u0131nda 700 baz puan\u0131n \u00fczerine \u00e7\u0131karak bu y\u0131l\u0131n zirve seviyesine ula\u015fm\u0131\u015ft\u0131r. Hazirandan itibaren belirgin bir d\u00fc\u015f\u00fc\u015f e\u011filimi ba\u015flam\u0131\u015f ve bug\u00fcn itibar\u0131yla 435 puan d\u00fczeyine gerilemi\u015ftir. Risk primlerindeki d\u00fc\u015f\u00fc\u015fle birlikte, haziran ay\u0131ndan itibaren 1.5 milyar dolar\u0131 a\u015fan net portf\u00f6y giri\u015fi ger\u00e7ekle\u015fmi\u015ftir.\u201d\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Hazine ve Maliye Bakan\u0131 Mehmet \u015eim\u015fek de, Twitter hesab\u0131ndan yapt\u0131\u011f\u0131 payla\u015f\u0131mda rasyonel politikalar\u0131n meyvelerini vermeye devam etti\u011fini belirterek \u201cMay\u0131s ay\u0131nda 700 baz puana y\u00fckselen CDS\u2019ler (risk primi \u2013 T\u00fcrkiye\u2019nin dolar<\/a> cinsinden kredi iflas riskini g\u00f6steren be\u015f y\u0131ll\u0131k kredi temerr\u00fct takas\u0131) bug\u00fcn 400 baz puan\u0131n alt\u0131n\u0131 g\u00f6rd\u00fc\u201d dedi.<\/p>\n

Enflasyonda ger\u00e7ek\u00e7i tutum<\/strong><\/span><\/p>\n

Yeni ekonomi<\/a> y\u00f6netiminin dikkat \u00e7ekti\u011fi CDS fiyatlamalar\u0131n\u0131n enflasyon raporu s\u0131ras\u0131ndaki hareketine ili\u015fkin analizi ise eski Merkez Bankas\u0131 Ekonomisti \u0130brahim \u00dcnalm\u0131\u015f yapt\u0131. Bah\u00e7e\u015fehir \u00dcniversitesi \u00d6\u011fretim \u00dcyesi Prof. Dr. \u00dcnalm\u0131\u015f, 2018 y\u0131l\u0131nda Merkez Bankas\u0131\u2019ndan ayr\u0131lmas\u0131ndan \u00f6nce ba\u015fkanlar\u0131n konu\u015fmas\u0131 s\u0131ras\u0131nda anl\u0131k CDS fiyatlamalar\u0131n\u0131 takip edip raporla\u015ft\u0131rd\u0131klar\u0131n\u0131 ve ba\u015fkanlara sunduklar\u0131n\u0131 hat\u0131rlatt\u0131. \u00dcnalm\u0131\u015f, Ba\u015fkan Erkan konu\u015furken CDS\u2019te geri \u00e7ekilmenin ya\u015fand\u0131\u011f\u0131n\u0131 vurgulayarak \u015funlar\u0131 s\u00f6yledi: \u201cMerkez bankas\u0131 y\u00f6neticilerinin a\u00e7\u0131klamalar\u0131 s\u0131ras\u0131ndaki y\u00fcksek frekansl\u0131 piyasa hareketlerini takip ederiz. Merkez bankas\u0131n\u0131n g\u00f6rev ve sorumluluklar\u0131 a\u00e7\u0131s\u0131ndan do\u011fru ad\u0131mlar\u0131n at\u0131laca\u011f\u0131n\u0131 g\u00f6steren mesajlar piyasalar taraf\u0131ndan olumlu kar\u015f\u0131lan\u0131r CDS d\u00fc\u015fer. Aksi y\u00f6ndeki mesajlar CDS\u2019in artmas\u0131na neden olur. \u015eahap bey d\u00f6neminde verilen b\u00fcy\u00fcme odakl\u0131, enflasyonu geri plana iten mesajlar piyasalar a\u00e7\u0131s\u0131ndan olumsuz kar\u015f\u0131land\u0131. Gaye Han\u0131m\u2019\u0131n enflasyon konusunda ger\u00e7ek\u00e7i ve tutarl\u0131 mesajlar vermesi piyasa taraf\u0131ndan olumlu kar\u015f\u0131land\u0131.\u201d\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/p>\n

Program eksikli\u011fine vurgu<\/strong><\/span><\/p>\n

Cuma g\u00fcn\u00fc Merkez Bankas\u0131 ba\u015fkan yard\u0131mc\u0131l\u0131klar\u0131na \u00fc\u00e7 atama yap\u0131ld\u0131. Ba\u015fkan yard\u0131mc\u0131l\u0131klar\u0131 atamalar\u0131 da CDS\u2019in 400 baz puan\u0131n alt\u0131na gelmesinde etkili oldu. Ancak t\u00fcm bunlara ra\u011fmen ekonomistlerin hepsi ayn\u0131 fikirde de\u011fil, olumlu ad\u0131mlar oldu\u011funu vurgulayan ekonomistler program eksikli\u011fine dikkat \u00e7ekmeye devam ediyor. Prof. Dr. Sadi Uzuno\u011flu, sistemin ayn\u0131 sistem oldu\u011funu dile getirerek \u201c3 veya 5 ki\u015fi de\u011fi\u015fmi\u015f tamam, g\u00fczel. B\u00fct\u00fcnl\u00fckl\u00fc program var m\u0131? Bilmiyorum. \u0130ktisat\u00e7\u0131lar\u0131n en b\u00fcy\u00fck palavras\u0131: \u2018bundan sonra farkl\u0131\u2019\u201d diye konu\u015ftu. Yine Prof. Dr. Fatih \u00d6zatay da \u201cPara politikas\u0131n\u0131n makule d\u00f6nmesi i\u00e7in politika faizine ili\u015fkin k\u0131rm\u0131z\u0131 \u0131\u015f\u0131\u011f\u0131n kalkmas\u0131 gerekiyor. Yeter mi? Yetmez elbette. Faize ili\u015fkin k\u0131rm\u0131z\u0131 \u0131\u015f\u0131k kalksa da makule d\u00f6n\u00fc\u015f\u00fc simgeleyen ekonomi program\u0131 olmadan ekonominin d\u00fcze \u00e7\u0131kmas\u0131 m\u00fcmk\u00fcn de\u011fil\u201d dedi.<\/p>\n

PPK metnindeki a\u011f\u0131rl\u0131kl\u0131 kelimeler de farkl\u0131la\u015ft\u0131<\/strong><\/span><\/p>\n

Bilkent \u00dcniversitesi \u00d6\u011fretim \u00dcyesi Prof. Dr. Hakan Kara da yapt\u0131\u011f\u0131 bulut analizde Kavc\u0131o\u011flu ve Erkan\u2019\u0131n ba\u015fkanl\u0131\u011f\u0131ndaki Para Politikas\u0131 Kurulu \u00f6zetlerinde \u00f6ne \u00e7\u0131kan kelimeleri kar\u015f\u0131la\u015ft\u0131rd\u0131. Kavc\u0131o\u011flu ba\u015fkanl\u0131\u011f\u0131ndaki 25 May\u0131s PPK metninde \u00f6ne \u00e7\u0131kan kelimeler istikrar, para ve g\u0131da olurken Erkan\u2019\u0131n ba\u015fkanl\u0131\u011f\u0131ndaki PPK metninde ise en \u00e7ok enflasyon, faiz<\/a> ve kredi kelimelerinin daha fazla kullan\u0131ld\u0131. Kara, Twitter payla\u015f\u0131m\u0131nda \u015f\u00f6yle dedi: \u201cMerkez bankas\u0131nda y\u00f6netim de\u011fi\u015fikli\u011finin para politikas\u0131 ileti\u015fimine etkisini g\u00f6steren bir bulut analizi yapt\u0131k. Toplant\u0131 \u00f6zetlerinde \u2018kredi, faiz ve enflasyon\u2019 kelimeleri daha yo\u011fun kullan\u0131lmaya ba\u015flanm\u0131\u015f.\u201d<\/p>\n<\/p><\/div>\n

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[ad_1] \u015eEBNEM TURHAN Cumhurba\u015fkanl\u0131\u011f\u0131 ikinci tur se\u00e7imlerinden \u00f6nce 700 baz puan\u0131n \u00fczerini g\u00f6ren T\u00fcrkiye\u2019nin 5<\/p>\n","protected":false},"author":1,"featured_media":873,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-872","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/posts\/872","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=872"}],"version-history":[{"count":0,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/posts\/872\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=\/wp\/v2\/media\/873"}],"wp:attachment":[{"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=872"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=872"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/egemhabertv.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=872"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}