{"id":6671,"date":"2013-09-23T23:45:59","date_gmt":"2013-09-23T20:45:59","guid":{"rendered":"http:\/\/www.bghaber.org\/bghaber\/?p=6671"},"modified":"2019-07-14T19:30:05","modified_gmt":"2019-07-14T17:30:05","slug":"fedin-surpriz-karari-piyasalari-salladi","status":"publish","type":"post","link":"https:\/\/www.bghaber.org\/bghaber\/fedin-surpriz-karari-piyasalari-salladi\/","title":{"rendered":"FED\u2019in s\u00fcrpriz karar\u0131 piyasalar\u0131 sallad\u0131"},"content":{"rendered":"

Karar sonras\u0131 bas\u0131n mensuplar\u0131n\u0131n kar\u015f\u0131s\u0131na ge\u00e7en FED Ba\u015fkan\u0131 Ben Bernanke gelen verilerin, tahvil al\u0131m program\u0131n\u0131 azaltmay\u0131 desteklemedi\u011fini s\u00f6yledi. Ekonomideki yava\u015flama dolay\u0131s\u0131yla b\u00fcy\u00fcme ile ilgili endi\u015felerinin devam etti\u011fine dikkat \u00e7eken Bernanke, i\u015fsizli\u011fin h\u00e2l\u00e2 kabul edilebilir seviyenin \u00fczerinde oldu\u011funu ifade etti. \"para\"<\/a>FED Ba\u015fkan\u0131, geli\u015fmekte olan \u00fclkeleri de yak\u0131ndan takip ettiklerini hat\u0131rlatt\u0131.\u2009Haziran ay\u0131nda kameralar\u0131n kar\u015f\u0131s\u0131na ge\u00e7en FED Ba\u015fkan\u0131 Ben Bernanke, ekonomik geli\u015fmelerin bekledikleri \u015fekilde ger\u00e7ekle\u015fmesi halinde y\u0131l sonuna do\u011fru tahvil al\u0131mlar\u0131n\u0131n azalt\u0131labilece\u011fini s\u00f6ylemi\u015fti. Piyasalar, bu a\u00e7\u0131klamalara sert tepki verdikten sonra, eyl\u00fclde yap\u0131lacak a\u00e7\u0131klamalar\u0131 heyecanla bekliyordu. Karar\u0131 de\u011ferlendiren Commonwealth Foreign Exchange ekonomisti \u00d6mer Esiner, a\u00e7\u0131klaman\u0131n kendileri i\u00e7in s\u00fcrpriz oldu\u011funu, bu durumun geli\u015fmekte olan ekonomileri olumlu bir \u015fekilde etkileyece\u011fini s\u00f6yledi.\u00a0 JP Morgan ekonomisti Mehmet \u00d6zhabe\u015f ise FED\u2019in mortgage faiz oranlar\u0131n\u0131n konut marketine zarar verip vermedi\u011finden emin olmak i\u00e7in tahvil al\u0131mlar\u0131n\u0131 azaltmad\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n

Alt\u0131n u\u00e7u\u015fa ge\u00e7ti<\/strong><\/p>\n

Piyasalarda \u2018s\u00fcrpriz\u2019 olarak yorumlanan bu geli\u015fme sonras\u0131 dolar d\u00fc\u015f\u00fc\u015fe ge\u00e7ti ve 1,97 TL\u2019lerden 1,95\u2019lere kadar geriledi. Alt\u0131n ise kararla u\u00e7tu. 8 A\u011fustos\u2019tan bu yana en d\u00fc\u015f\u00fck seviye olan 1291 dolara kadar d\u00fc\u015fen alt\u0131n, karardan hemen sonra h\u0131zla y\u00fckselerek 1347 dolara \u00e7\u0131kt\u0131. \u015eimdilerde 1360 dolar seviyesinden al\u0131c\u0131 buluyor. 10 y\u0131ll\u0131k g\u00f6sterge tahvilin bile\u015fik faizi Fed\u2019in karar\u0131 sonras\u0131 y\u00fczde 9\u2019un alt\u0131na indi. Karar \u00f6ncesi faiz y\u00fczde 9,39\u2019dan i\u015flem g\u00f6r\u00fcyordu. Uzmanlar, TL cinsi varl\u0131klarda da bug\u00fcn bir ralli g\u00f6r\u00fclmesini bekliyor. Saxo Menkul De\u011ferler taraf\u0131ndan yap\u0131lan bir analiz Fed\u2019in karar\u0131n\u0131 ba\u015fka bir a\u00e7\u0131dan \u015f\u00f6yle ele al\u0131yor, \u201cBu durum geli\u015fmekte olan \u00fclkelerde sermaye ka\u00e7\u0131\u015f\u0131n\u0131 yava\u015flat\u0131p hatta belkide tersine \u00e7evirerek T\u00fcrkiye gibi y\u00fcksek cari a\u00e7\u0131\u011f\u0131 olan \u00fclkelere gerekli can suyunu verebilir. Fakat TL\u2019nin de\u011fer kazanmas\u0131 ve faizlerlerin d\u00fc\u015fmesi T\u00fcrkiye\u2019nin\u00a0 cari a\u00e7\u0131\u011f\u0131n\u0131 d\u00fczeltmek i\u00e7in atmas\u0131 gereken gerekli hamleleri geciktirebilir ve d\u0131\u015f bor\u00e7lar\u0131n daha fazla artmas\u0131na sebebiyet verebilir. Her ne kadar olas\u0131l\u0131\u011f\u0131 d\u00fc\u015f\u00fckse de TL\u2019de g\u00f6r\u00fclen ralli s\u00fcr\u00fcp kal\u0131c\u0131 olursa kar nedeniyle artan rekabet\u00e7ilik de zarar g\u00f6rebilir. Fed Aral\u0131k\u2019ta daralmaya giderse T\u00fcrkiye \u00fczerindeki bask\u0131lar yeniden artabilir. Fakat bu sefer bilan\u00e7olar daha haz\u0131rl\u0131ks\u0131z yakalanabilir\u201d.<\/p>\n

Lambrev: Marmaray\u2019\u0131n a\u00e7\u0131lmas\u0131yla gelir art\u0131\u015f\u0131 bekliyoruz<\/strong><\/p>\n

Demiryolu Altyap\u0131s\u0131 Devlet \u015eirketi M\u00fcd\u00fcr\u00fc Mil\u00e7o Lambrev, Plovdiv ve Burgas aras\u0131ndaki demiryolu proje \u00e7al\u0131\u015fmalar\u0131n\u0131n devam etti\u011fini, baz\u0131 yerlerde gecikmeler oldu\u011funu s\u00f6yledi. Moneybg\u2019ye konu\u015fan Lambrev, Plovdiv ve T\u00fcrk s\u0131n\u0131r\u0131 aras\u0131ndaki demiryolu i\u00e7in \u00e7al\u0131\u015fmalar\u0131n h\u0131zla devam eti\u011fini belirtti.
\nAvrupa fonlar\u0131n\u0131n kullan\u0131lma oran\u0131n\u0131n y\u00fczde 40\u2019a yakla\u015ft\u0131\u011f\u0131n\u0131 ifade eden Lambrev, 2015 y\u0131l\u0131 ortalar\u0131na kadar \u00fczerinde \u00e7al\u0131\u015f\u0131lan t\u00fcm projelerin tamamlanaca\u011f\u0131 teminat\u0131n\u0131 verdi.
\nYak\u0131nda Bo\u011faz\u2019\u0131n alt\u0131ndan a\u00e7\u0131lacak Marmaray Projesi ile t\u00fcnel sayesinde Asya ve Avrupa\u2019dan gelen y\u00fcklerin artaca\u011f\u0131n\u0131 belirten m\u00fcd\u00fcr, buna Bulgaristan\u2019\u0131n haz\u0131rl\u0131kl\u0131 olmas\u0131 gerekti\u011fini a\u00e7\u0131klad\u0131.
\nAsya ve Avrupa k\u0131tas\u0131n\u0131 denizin alt\u0131ndan birle\u015ftirecek\u00a0 ve d\u00fcnyan\u0131n 6. B\u00fcy\u00fck t\u00fcnelin Avrupa ile Asya aras\u0131nda en yak\u0131n ve en h\u0131zl\u0131 ula\u015f\u0131m koridoru olaca\u011f\u0131n\u0131 ifade eden Lambrev, \u201cBo\u011faz\u2019dan \u00e7ekilen y\u00fck trenlerinin Bulgaristan\u2019dan ge\u00e7mesini \u00fcmit ediyoruz. Bu y\u00fczden T\u00fcrk s\u0131n\u0131r\u0131-Svilengrad-Plovdiv-Sofya-Dragoman demiryolunun in\u015fas\u0131nda h\u0131zl\u0131 davran\u0131yoruz. Bu \u015fekilde biz tranzit \u00fccretlerinden gelir sa\u011flayaca\u011f\u0131z.\u201c diye bahsetti.
\nTranzit \u00fccretlerinden yakla\u015f\u0131k y\u00fczde 15 daha fazla gelir sa\u011flayacaklar\u0131 tahminini yapan Lambrev, ta\u015f\u0131ma \u015firketlerinin bir d\u00f6nem kendilerine en uygun ula\u015f\u0131m\u0131 se\u00e7mek i\u00e7in zamana ihtiya\u00e7 duyacaklar\u0131n\u0131 belirtti.
\nZaman BG<\/p>