Yabanc\u0131 piyasa uzmanlar\u0131 Mehmet \u015eim\u015fek atamas\u0131n\u0131 ilgiyle kar\u015f\u0131lad\u0131.<\/p>\n
Cumhurba\u015fkan\u0131 Tayyip Erdo\u011fan yeni kabineyi haftasonu a\u00e7\u0131klad\u0131. Cumhurba\u015fkan\u0131 Yard\u0131mc\u0131s\u0131 Cevdet Y\u0131lmaz olurken Hazine ve Maliye Bakanl\u0131\u011f\u0131 g\u00f6revine Mehmet \u015eim\u015fek geldi.<\/p>\n
H\u00fck\u00fcmetin, 2021 Eyl\u00fcl\u2019de ba\u015flayan faiz indirimleri, yat\u0131r\u0131m odakl\u0131 kredi ve cari fazla politikas\u0131, cari fazlaya yol a\u00e7mad\u0131\u011f\u0131 gibi enflasyonu 24 y\u0131l\u0131n zirvesine \u00e7\u0131karm\u0131\u015ft\u0131. Bu politika \u00fclkede al\u0131m g\u00fcc\u00fcn\u00fcn ve d\u00f6viz rezervlerinin keskin bir \u015fekilde d\u00fc\u015fmesine sebep oldu.<\/p>\n
\u015eim\u015fek g\u00f6reve geldikten sonraki ilk a\u00e7\u0131klamas\u0131nda \u201cT\u00fcrkiye\u2019nin rasyonel bir zemine d\u00f6nme d\u0131\u015f\u0131nda bir se\u00e7ece\u011fi kalmad\u0131\u011f\u0131n\u0131\u201d s\u00f6yledi.<\/p>\n
AKP\u2019nin son y\u0131llarda izledi\u011fi ekonomi politikalar\u0131nda de\u011fi\u015fiklik sinyali i\u00e7in \u015eim\u015fek\u2019in ne kadar hareket kabiliyetine sahip olaca\u011f\u0131 piyasada yak\u0131ndan izleniyor.<\/p>\n
Yabanc\u0131 analistler, politikalar\u0131n incelenmesi gerekti\u011fini ve \u015eim\u015fek\u2019in g\u00f6reve gelmesinin simgesel bir atamadan daha fazlas\u0131 olup olmad\u0131\u011f\u0131n\u0131n izlenmesi gerekti\u011fini belirtti.<\/p>\n
\u0130\u015fte yabanc\u0131 uzmanlar\u0131n g\u00f6r\u00fc\u015fleri:<\/p>\n
DRAMAT\u0130K B\u0130R U D\u00d6N\u00dc\u015e\u00dc YA\u015eANACAK MI?<\/b><\/p>\n
CNBC\u2019nin aktard\u0131\u011f\u0131na g\u00f6re, ABD merkezli dan\u0131\u015fmanl\u0131k \u015firketi Teneo\u2019nun e\u015f ba\u015fkan\u0131 Wolfango Piccoli, \u015eim\u015fek\u2019in d\u00f6n\u00fc\u015f\u00fcyle T\u00fcrkiye\u2019nin mevcut ekonomi politikas\u0131nda k\u0131smen de olsa bir yeniden d\u00fczenleme ya\u015fanabilece\u011fini s\u00f6yledi.<\/p>\n
Ancak Piccoli, tamamen geleneksel bir para politikas\u0131 yakla\u015f\u0131m\u0131n\u0131 benimseyen dramatik bir U d\u00f6n\u00fc\u015f\u00fcn\u00fcn olas\u0131 olmad\u0131\u011f\u0131n\u0131 da s\u00f6zlerine ekledi.<\/p>\n
Piccoli 2 Haziran tarihli bir ara\u015ft\u0131rma notunda, \u201cErdo\u011fan\u2019\u0131n ekonomik cephede pragmatik duru\u015fa daha ne kadar tahamm\u00fcl edebilece\u011fi de belirsiz. \u015eim\u015fek\u2019in atanmas\u0131, piyasalar T\u00fcrkiye\u2019ye biraz m\u00fchlet verene kadar Erdo\u011fan\u2019\u0131n kulland\u0131\u011f\u0131 bir enstr\u00fcman\u201d dedi.<\/p>\n
\u2018\u015e\u0130M\u015eEK ATAMASI P\u0130YASAYA DESTEK SA\u011eLAYACAK\u2019<\/b><\/p>\n
Bloomberg\u2019in aktard\u0131\u011f\u0131na g\u00f6re, Donato Guarino\u2019un aralar\u0131nda bulundu\u011fu Citigroup analistlerine g\u00f6re, piyasalar Erdo\u011fan\u2019\u0131n ortodokslu\u011fa d\u00f6n\u00fc\u015f\u00fcn\u00fc giderek daha fazla fiyatlamaya ba\u015flad\u0131.<\/p>\n
Analistler ge\u00e7ti\u011fimiz hafta kaleme ald\u0131klar\u0131 raporda, T\u00fcrkiye ekonomisine ili\u015fkin orta vadeli beklentileri konusunda \u015f\u00fcphelerini s\u00fcrd\u00fcrd\u00fcklerini belirtirken \u015eim\u015fek\u2019in atanmas\u0131n\u0131n piyasaya destek sa\u011flayaca\u011f\u0131na dikkat \u00e7ekti.<\/p>\n
SOCGEN: PARA POL\u0130T\u0130KASI ELDEN GE\u00c7\u0130R\u0130LECEK<\/b><\/p>\n
Aralar\u0131nda Marek Drimal\u2019in de bulundu\u011fu Frans\u0131z banka SocGen analistleri ise cuma g\u00fcn\u00fc yay\u0131nlad\u0131klar\u0131 bir raporda, \u201c\u015eim\u015fek\u2019in atanmas\u0131n\u0131n T\u00fcrkiye\u2019de para politikas\u0131n\u0131n elden ge\u00e7irilmesine yol a\u00e7mas\u0131n\u0131 bekliyoruz\u201d ifadelerine yer verdi.<\/p>\n
Analistler, \u201cYeni para politikas\u0131, yurt i\u00e7i kredi geni\u015flemesini s\u0131n\u0131rlamay\u0131 ve se\u00e7im \u00f6ncesi m\u00fcdahaleyle t\u00fckenen d\u00f6viz rezervlerini yeniden in\u015fa etmeyi ama\u00e7layacakt\u0131r\u201d de\u011ferlendirmesinde bulundu.<\/p>\n
Drimal ayr\u0131ca \u015eim\u015fek\u2019in atanmas\u0131n\u0131n TL\u2019de sat\u0131\u015f dalgas\u0131n\u0131 \u00f6nleyebilece\u011fini belirterek iki ay i\u00e7inde Merkez Bankas\u0131\u2019n\u0131n 650 baz puanl\u0131k faiz art\u0131\u015f\u0131na gidebilece\u011fini \u00f6ng\u00f6rd\u00fc.<\/p>\n
\u015e\u0130M\u015eEK D\u0130\u011eER ETK\u0130LERDEN KURTULACAK MI?<\/b><\/p>\n
Bank of Singapore analisti Todd Schubert ise, \u201cMehmet \u015eim\u015fek\u2019in k\u00fcresel yat\u0131r\u0131mc\u0131 kamuoyu nezdinde b\u00fcy\u00fck bir g\u00fcvenilirli\u011fi var. Elbette soru, \u015eim\u015fek\u2019in di\u011fer etkilerden ne kadar kurtulaca\u011f\u0131\u201d dedi.<\/p>\n
Londra merkezli Coex Partners makro ekonomisti Henrik Gullberg ise \u015eim\u015fek\u2019in \u2018se\u00e7im sonras\u0131 piyasalara hitap etmek i\u00e7in yap\u0131lm\u0131\u015f simgesel bir atamadan daha fazlas\u0131\u2019 oldu\u011funun piyasalara g\u00f6sterilmesi gerekti\u011fini belirtti.<\/p>\n","protected":false},"excerpt":{"rendered":"
Mehmet \u015eim\u015fek’in ekonominin d\u00fcmenine ge\u00e7mesini ilgiyle kar\u015f\u0131layan yabanc\u0131 uzmanlar, bunun ortodoks ekonomi politikas\u0131na d\u00f6n\u00fc\u015f hamlesi mi yoksa sembolik bir atama m\u0131 oldu\u011fu konusunda karars\u0131z. \u0130\u015fte uluslararas\u0131 finans kurulu\u015flar\u0131nda g\u00f6rev yapan analistlerin g\u00f6r\u00fc\u015fleri…<\/p>\n","protected":false},"author":1,"featured_media":93522,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[10658,1353,2121,616,15],"class_list":["post-93521","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-analistler","tag-piyasa","tag-politika","tag-simsek","tag-turkiye"],"_links":{"self":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/93521","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=93521"}],"version-history":[{"count":1,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/93521\/revisions"}],"predecessor-version":[{"id":93523,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/93521\/revisions\/93523"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/media\/93522"}],"wp:attachment":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=93521"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=93521"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=93521"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}