Se\u00e7im \u00f6ncesi uygulanan ekonomi politikalar\u0131ndan vazge\u00e7ilece\u011finin bir i\u015fareti olarak g\u00f6r\u00fclen Mehmet \u015eim\u015fek\u2019in Hazine Bakan\u0131 olarak atanmas\u0131n\u0131 bug\u00fcn uluslararas\u0131 finansal deneyimi olan Gaye Erkan\u2019\u0131n Merkez Bankas\u0131 (TCMB) Ba\u015fkan\u0131 olarak atanmas\u0131 izledi.<\/p>\n
Son iki y\u0131lda TL\u2019de keskin kay\u0131p, enflasyonda ise h\u0131zl\u0131 t\u0131rman\u0131\u015f yaratan d\u00fc\u015f\u00fck faiz politikas\u0131n\u0131n ba\u015f uygulay\u0131c\u0131lar\u0131ndan olan Kavc\u0131o\u011flu, Bankac\u0131l\u0131k D\u00fczenleme ve Denetleme Kurulu (BDDK) Ba\u015fkanl\u0131\u011f\u0131\u2019na getirildi.<\/p>\n
Eski ekonomi modelinin uygulay\u0131c\u0131lar\u0131ndan olan bir \u00f6nceki d\u00f6nem TCMB Ba\u015fkan\u0131 \u015eahap Kavc\u0131o\u011flu\u2019nun yat\u0131r\u0131mc\u0131lar i\u00e7in s\u00fcrpriz \u015fekilde BDDK\u2019ya atanmas\u0131 soru i\u015fareti yaratt\u0131.<\/p>\n
Se\u00e7imler \u00f6ncesinde, d\u00f6viz rezervlerinde yaratt\u0131\u011f\u0131 t\u00fcm tahribata ra\u011fmen d\u00fc\u015f\u00fck faiz politikas\u0131n\u0131 s\u00fcrd\u00fcren Kavc\u0131o\u011flu\u2019n\u0131n ekonomi y\u00f6netiminde aktif bir pozisyona atanmas\u0131, geleneksel politikalar\u0131 savunan \u015eim\u015fek ile nas\u0131l birlikte \u00e7al\u0131\u015facaklar\u0131 sorular\u0131n\u0131 g\u00fcndeme getirdi.<\/p>\n
\u015eim\u015fek bakanl\u0131k g\u00f6revini devralmas\u0131n\u0131n ard\u0131ndan yapt\u0131\u011f\u0131 ilk a\u00e7\u0131klamada ekonomi politikalar\u0131n\u0131 \u201crasyonel zemine\u201d d\u00f6nmesi d\u0131\u015f\u0131nda bir se\u00e7enek kalmad\u0131\u011f\u0131n\u0131 ifade etmi\u015fti.<\/p>\n
BA\u011eIMSIZLIK VER\u0130LECEK M\u0130?<\/b><\/p>\n
Ko\u00e7 \u00dcniversitesi ekonomi profes\u00f6r\u00fc Selva Demiralp, Erkan\u2019\u0131n kar\u015f\u0131 kar\u015f\u0131ya kalaca\u011f\u0131 ilk sorunun para politikas\u0131n\u0131 \u201crasyonel zemine\u201d ta\u015f\u0131yacak ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131n kendisine verilip verilmeyece\u011fi oldu\u011funa dikkat \u00e7ekti.<\/p>\n
Demiralp, Erkan\u2019\u0131n \u201cyeni ekonomik modelin\u201d ge\u00e7mi\u015fte kald\u0131\u011f\u0131ndan ve kendisine ayak ba\u011f\u0131 olmayaca\u011f\u0131ndan emin olmas\u0131 gerekti\u011fini belirterek, \u201cYine de g\u00f6reve getirilmesinin bu son son ekonomik modelin ortadan kalkt\u0131\u011f\u0131 anlam\u0131na geldi\u011fi konusundan emin de\u011filim. \u00c7\u00fcnk\u00fc bu modelin ba\u015f akt\u00f6rlerinden biri olan TCMB eski ba\u015fkan\u0131 \u015eahap Kavc\u0131o\u011flu BDDK ba\u015fkanl\u0131\u011f\u0131na getirildi\u201d dedi.<\/p>\n
Demiralp, ayr\u0131ca Erdo\u011fan\u2019\u0131n se\u00e7im sonras\u0131nda d\u00fc\u015f\u00fck faiz oranlar\u0131na y\u00f6nelik politikan\u0131n devam\u0131n\u0131n alt\u0131n\u0131 \u00e7izdi\u011fine dikkat \u00e7ekerek Erkan\u2019\u0131n, enflasyonla m\u00fccadele etmek i\u00e7in yeterli d\u00fczeyde faiz art\u0131r\u0131m\u0131na gidip gidemeyece\u011finden emin olmad\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n
Ara\u015ft\u0131rma kurulu\u015fu Teneo\u2019nun ba\u015fkan\u0131 Wolfango Piccoli, \u201cKavc\u0131o\u011flu\u2019nun BDDK ba\u015fkan\u0131 olarak atanmas\u0131 Erdo\u011fan\u2019\u0131n ekonomi politikalar\u0131n\u0131n her an geri d\u00f6nebilece\u011finin kuvvetli bir hat\u0131rlat\u0131c\u0131s\u0131\u201d de\u011ferlendirmesinde bulundu.<\/p>\n
P\u0130YASALAR MESAJ BEKL\u0130YOR<\/b><\/p>\n
TCMB\u2019nin son be\u015f y\u0131ldaki d\u00f6rd\u00fcnc\u00fc ba\u015fkan\u0131 olan Erkan\u2019\u0131n Wall Street ve ABD \u015firket y\u00f6netim kurullar\u0131n\u0131 kapsayan kariyerinde para politikas\u0131 deneyimi yer almad\u0131\u011f\u0131 i\u00e7in piyasalar uygulanacak politikalara ili\u015fkin mesajlar\u0131 da yak\u0131ndan izleyecek.<\/p>\n
\u00c7e\u015fitli soru i\u015faretlerine ra\u011fmen piyasa yine de Erkan\u2019\u0131n TCMB\u2019yi \u201crasyonel\u201d politikalara yeniden d\u00f6nd\u00fcrecek isim olarak g\u00f6r\u00fcyor.<\/p>\n
TCMB\u2019nin ilk kad\u0131n ba\u015fkan\u0131 olan Erkan ABD\u2019de bankac\u0131l\u0131k sekt\u00f6r\u00fcnde \u00fcst d\u00fczey pozisyonlarda \u00e7al\u0131\u015ft\u0131. LinkedIn profiline g\u00f6re 2014-2021 y\u0131llar\u0131 aras\u0131nda First Republic Bank\u2019ta \u00fcst d\u00fczey pozisyonlarda \u00e7al\u0131\u015fan Erkan bunun \u00f6ncesinde Goldman Sachs\u2019ta da yakla\u015f\u0131k 10 y\u0131l ge\u00e7irmi\u015fti.<\/p>\n
Son olarak Marsh McLennan Y\u00f6netim Kurulu\u2019nda yer alan Erkan Bo\u011fazi\u00e7i \u00dcniversitesi ard\u0131ndan devam etti\u011fi e\u011fitim hayat\u0131nda doktoras\u0131n\u0131 ise Princeton \u00dcniversitesi\u2019nden ald\u0131.<\/p>\n
Dinamik Yat\u0131r\u0131m Ba\u015fekonomisti Enver Erkan, \u201cOlduk\u00e7a g\u00fc\u00e7l\u00fc bir CV\u2019ye sahip olmas\u0131 ve Bat\u0131 piyasalar\u0131 taraf\u0131ndan tan\u0131nmas\u0131 bak\u0131m\u0131ndan Erkan\u2019\u0131n atanmas\u0131, piyasalar taraf\u0131ndan, enflasyonun y\u00fckselmesine neden olan a\u015f\u0131r\u0131 d\u00fc\u015f\u00fck bor\u00e7lanma maliyetleri uygulamas\u0131n\u0131n para politikas\u0131 nezdinde normalle\u015fece\u011finin i\u015fareti olarak al\u0131nabilir\u201d dedi.<\/p>\n
\u201cKAVCIO\u011eLU ATAMASI CUMHURBA\u015eKANI\u2019NIN TERC\u0130H\u0130\u201d<\/b><\/p>\n
Erdo\u011fan\u2019a yak\u0131n kaynaklar, Kavc\u0131o\u011flu\u2019nun se\u00e7imi kazan\u0131lmas\u0131nda Erdo\u011fan\u2019\u0131n istedi\u011fi ekonomi politikalar\u0131n\u0131 \u201ctam uygulad\u0131\u011f\u0131n\u0131\u201d hat\u0131rlatt\u0131lar ve bu nedenle de bu ataman\u0131n \u201c\u015fa\u015f\u0131rt\u0131c\u0131\u201d olmad\u0131\u011f\u0131n\u0131 s\u00f6ylediler.<\/p>\n
Erkan\u2019\u0131n atanmas\u0131n\u0131n \u00f6nemli bir g\u00f6sterge oldu\u011funu vurgulayan \u00fcst d\u00fczey bir AKP\u2019li yetkili, \u201cCumhurba\u015fkan\u0131\u2019n\u0131n bunu yapmas\u0131 \u015eim\u015fek\u2019e olan g\u00fcveni g\u00f6sterdi\u201d derken Kavc\u0131o\u011flu atamas\u0131 ile ilgili \u015f\u00f6yle konu\u015ftu:<\/p>\n
\u201cKavc\u0131o\u011flu\u2019nun atanmas\u0131n\u0131 ayr\u0131 okumak laz\u0131m. Onun BDDK Ba\u015fkan\u0131 olmas\u0131 cumhurba\u015fkan\u0131n\u0131n tercihi. En kritik, faiz indirimi s\u00fcrecinin y\u00f6netilmesinde Erdo\u011fan ile \u00e7ok uyumlu \u00e7al\u0131\u015ft\u0131\u2026 Yerel se\u00e7im ge\u00e7ene kadar baz\u0131 noktalarda denge bulmak gerekiyor.<\/p>\n
Tam olarak \u015eim\u015fek\u2019in istedi\u011fi olmad\u0131 diye bakmamak laz\u0131m, \u015eim\u015fek\u2019in istedi\u011fi de oldu cumhurba\u015fkan\u0131n\u0131n istedi\u011fi de oldu. Sonu\u00e7ta ekonomi ve politikan\u0131n do\u011frudan birbirini etkileyen y\u00f6nleri var. Siyasi iradeyi tamamen devre d\u0131\u015f\u0131 gibi d\u00fc\u015f\u00fcnmemek laz\u0131m.\u201d<\/p>\n
ULUSLARARASI P\u0130YASALARA \u0130Y\u0130 B\u0130R MESAJ<\/b><\/p>\n
\u00dcst d\u00fczey bir ekonomi yetkilisi de, Erkan\u2019\u0131n TCMB\u2019ye atanmas\u0131 uluslararas\u0131 piyasalara yap\u0131lacaklar\u0131n i\u015fareti a\u00e7\u0131s\u0131ndan \u00f6nemli bir g\u00f6sterge oldu\u011funu belirterek, \u201c\u015eim\u015fek-Erkan ikilisi uluslararas\u0131 piyasalar ve kurumlarla ili\u015fki a\u00e7\u0131s\u0131ndan iyi bir mesaj olacak\u201d dedi.<\/p>\n
Yetkili, baz\u0131 kurum ve kurulu\u015flarda da g\u00f6rev de\u011fi\u015fikliklerinin g\u00f6r\u00fclece\u011fini belirterek ekonomi \u00fcst y\u00f6netiminin belirlenmesi ve politikalar\u0131n belirlenmesinin bir ay\u0131 bulaca\u011f\u0131n\u0131 kaydetti. (REUTERS)<\/p>\n","protected":false},"excerpt":{"rendered":"
Merkez Bankas\u0131 ba\u015fkanl\u0131\u011f\u0131na yeni d\u00f6nem i\u00e7in Gaye Erkan atan\u0131rken, uzmanlara g\u00f6re eski modelin uygulay\u0131c\u0131s\u0131 Kavc\u0131o\u011flu’nun BDDK ba\u015fkanl\u0131\u011f\u0131na atanmas\u0131 soru i\u015fareti yaratt\u0131.<\/p>\n","protected":false},"author":1,"featured_media":95871,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[12251,40,516,4623,1422],"class_list":["post-95870","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-atanmasi","tag-baskani","tag-ekonomi","tag-kavcioglu","tag-tcmb"],"_links":{"self":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/95870","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=95870"}],"version-history":[{"count":1,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/95870\/revisions"}],"predecessor-version":[{"id":95872,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/posts\/95870\/revisions\/95872"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=\/wp\/v2\/media\/95871"}],"wp:attachment":[{"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=95870"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=95870"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/haberulus.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=95870"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}