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{"id":6670,"date":"2020-09-15T16:40:06","date_gmt":"2020-09-15T13:40:06","guid":{"rendered":"https:\/\/borsahaberonline.com\/?p=6670"},"modified":"2020-09-15T16:40:06","modified_gmt":"2020-09-15T13:40:06","slug":"micheal-pettis-cinde-gercek-toparlanma-talep-tarafindan-gelmeli","status":"publish","type":"post","link":"https:\/\/borsahaberonline.com\/micheal-pettis-cinde-gercek-toparlanma-talep-tarafindan-gelmeli\/","title":{"rendered":"Micheal Pettis: \u00c7in\u2019de ger\u00e7ek toparlanma talep taraf\u0131ndan gelmeli"},"content":{"rendered":"

Peking \u00dcniversitesi Finans Profes\u00f6r\u00fc Micheal Pettis A\u00e7\u0131l Sezen\u2019in Finans Merkezi program\u0131nda \u00c7in iktisad\u0131na dair de\u011ferlendirmelerde bulundu.<\/p>\n

Pettis, \u00c7in iktisad\u0131n\u0131n y\u00fczeysel manada toparlanmaya ba\u015flad\u0131\u011f\u0131n\u0131, toparlanman\u0131n ger\u00e7ek manada talep taraf\u0131ndan geldi\u011fi vakit meydana gelece\u011finin alt\u0131n\u0131 \u00e7izdi.<\/p>\n

Pettis\u2019in konu\u015fmas\u0131nda \u00f6ne \u00e7\u0131kanlar \u015f\u00f6yle;<\/p>\n

A\u011fustos 2020\u2019de ge\u00e7en y\u0131l\u0131n a\u011fustos ay\u0131 ile k\u0131yasland\u0131\u011f\u0131nda perakende sat\u0131\u015flarda birinci kez art\u0131\u015f oldu. Y\u0131ll\u0131k olarak y\u00fczde 8.6\u2019l\u0131k bir d\u00fc\u015f\u00fc\u015f var. Sanayi \u00fcretiminde en az\u0131ndan bu birinci kez olumlu\/pozitif tarafa ge\u00e7ti\u011fimiz ay oldu. Ayl\u0131k bazda ve y\u0131ll\u0131k bazda art\u0131\u015f ya\u015fand\u0131. Y\u00fczde 19\u2019da biraz ticaret fazlas\u0131 oldu\u011funu g\u00f6r\u00fcyoruz. Yani \u00c7in iktisad\u0131 y\u00fczeyde biraz toparlan\u0131yor.<\/p>\n

\u00c7ok dikkatli olmam\u0131z laz\u0131m. \u00c7in\u2019deki sorun arz taraf\u0131yla ilgili bir zorluk olsayd\u0131 1980-1990\u2019lardaki \u00fczere size \u015funu s\u00f6ylerdim; bu toparlanma g\u00fc\u00e7l\u00fc derdim. Fakat o denli de\u011fil, \u00e7ok hassas bir toparlanma var. Zira ABD ve T\u00fcrkiye \u00fczere \u00c7in de talep taraf\u0131nda sorun ya\u015f\u0131yor. \u00c7in\u2019de g\u00f6rd\u00fc\u011f\u00fcm\u00fcz \u015fey arz taraf\u0131n\u0131n biraz iyile\u015fmesi. Hala y\u0131ll\u0131k olarak \u00e7ok mak\u00fbs. Bu da \u00e7ok b\u00fcy\u00fck bir sorun yarat\u0131yor zira, asl\u0131nda toparlanmay\u0131 g\u00f6t\u00fcren \u015fey talep taraf\u0131 de\u011fil, bu \u00c7in taraf\u0131n\u0131n arz taraf\u0131n\u0131 \u00e7ok fazla iteklemesi. \u00dcretimi destekliyorlar, bankalar\u0131n kredileri geni\u015fletmesi i\u00e7in zorluyorlar, alt lojisti\u011fe para harc\u0131yorlar ki arz taraf\u0131n\u0131 destekleyebilsinler. Zira i\u015fsizlik i\u00e7in \u00e7ok tela\u015fl\u0131lar. \u00dcretim talepten daha s\u00fcratli bir formda ilerleyecek olursa, halihaz\u0131rda zay\u0131f bir talebi olan iktisatta bunun sonucu 2 \u015fey olabilir; ticaret fazlas\u0131 fazla olur, oburu ise kamu kesim yat\u0131r\u0131mlar\u0131nda \u00e7ok \u00f6nemli bir art\u0131\u015f olabilir. \u00c7in\u2019in toparlanmas\u0131n\u0131n talep taraf\u0131ndan gelmesi gerekiyor.<\/p>\n

Bu yeni ikili sirk\u00fclasyon modeli \u00e7ok lisana getiriliyor. Bu yeni bir \u015fey de\u011fil. Mahall\u00ee t\u00fcketiminin yine dengelenmesinin di\u011fer bir halde tabir edilmesidir. Hanehalk\u0131 GSYH\u2019nin \u00e7ok az\u0131na sahip. Yani \u00c7in\u2019deki be\u015ferler \u00fcrettiklerini t\u00fcketemiyorlar. Geliri d\u00f6n\u00fc\u015ft\u00fcrmemiz, s\u0131radan insanlara ge\u00e7irmemi\u015f gerekiyor. Sorun \u015fu; s\u0131radan insanlar\u0131 zenginle\u015ftirdi\u011finiz vakit nispeten \u00f6teki k\u00fcmeleri fakirle\u015ftiriyorsunuz. Bu k\u00fcmeler da \u00e7ok g\u00fc\u00e7l\u00fc k\u00fcmeler. Zati 13 y\u0131ld\u0131r sorun bu.<\/p>\n

\n
<\/div>\n<\/p><\/div>\n<\/p>\n

Bloomberg HT<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Peking \u00dcniversitesi Finans Profes\u00f6r\u00fc Micheal Pettis A\u00e7\u0131l Sezen\u2019in Finans Merkezi program\u0131nda \u00c7in iktisad\u0131na dair de\u011ferlendirmelerde bulundu …<\/p>\n","protected":false},"author":1,"featured_media":6671,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[8,1179,464],"class_list":["post-6670","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-cin","tag-talep","tag-toparlanma"],"yoast_head":"\nMicheal Pettis: \u00c7in\u2019de ger\u00e7ek toparlanma talep taraf\u0131ndan gelmeli<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/borsahaberonline.com\/micheal-pettis-cinde-gercek-toparlanma-talep-tarafindan-gelmeli\/\" \/>\n<meta property=\"og:locale\" content=\"tr_TR\" \/>\n<meta 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