{"id":53247,"date":"2016-05-23T11:49:57","date_gmt":"2016-05-23T08:49:57","guid":{"rendered":"https:\/\/www.enerjigazetesi.ist\/?p=53247"},"modified":"2016-05-23T11:50:43","modified_gmt":"2016-05-23T08:50:43","slug":"petrol-ve-dolar-arasinda-bir-dengesizlik-var","status":"publish","type":"post","link":"https:\/\/www.enerjigazetesi.ist\/en\/petrol-ve-dolar-arasinda-bir-dengesizlik-var\/","title":{"rendered":"(Turkish) Petrol ve Dolar Aras\u0131nda Bir Dengesizlik Var!"},"content":{"rendered":"

Sorry, this entry is only available in Turkish<\/a>. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language.<\/p>

<\/p>\n

Societe Generale uzmanlar\u0131na g\u00f6re dolar g\u00fc\u00e7lenirken, petrol fiyatlar\u0131n\u0131n 30 dolar seviyelerinden 50 dolara yakla\u015fmas\u0131 al\u0131\u015f\u0131lm\u0131\u015f bir durum de\u011fil.<\/strong><\/span><\/p>\n

\u00d6nceki tecr\u00fcbeler g\u00f6steriyor\u00a0ki, emtia fiyatlar\u0131 ve dolar aras\u0131ndaki korelasyon genellikle tutarl\u0131 oldu. Dolar g\u00fc\u00e7lendik\u00e7e, petrol fiyatlar\u0131 d\u00fc\u015f\u00fcyor veya tam te\"petrol-fiyatlari\"<\/a>rsi oluyordu.<\/p>\n

Ancak Paris merkezli, Avrupa\u2019n\u0131n en b\u00fcy\u00fck finans \u015firketlerinden Societe Generale\u2019nin K\u00fcresel Ekonomi M\u00fcd\u00fcr\u00fc Michala Marcussen\u2019e g\u00f6re yap-bozun par\u00e7alar\u0131 art\u0131k tam olarak oturmuyor. Marcussen, m\u00fc\u015fterileriyle payla\u015ft\u0131\u011f\u0131 bilgi notunda \u015fu ifadelere yer verdi:<\/p>\n

\u201cConsensus Economics\u2019in verilerine g\u00f6re ekonomistler, toparlanan ekonomi, g\u00fc\u00e7lenen dolar ve kademeli artacak faiz oranlar\u0131 hakk\u0131nda g\u00f6r\u00fc\u015f birli\u011fine varm\u0131\u015f durumda. Ancak piyasa fiyatlamas\u0131na bak\u0131ld\u0131\u011f\u0131nda varil fiyatlar\u0131n\u0131n 50 dolara yakla\u015fmas\u0131 de\u011fil 30 dolar seviyelerinde kalmas\u0131 dolardaki y\u00fckseli\u015fle daha tutarl\u0131 bir durum olacakt\u0131r\u201d<\/p>\n

Goldman Sachs\u2019\u0131n K\u00fcresel Emtia Ara\u015ft\u0131rmalar\u0131 Ba\u015fkan\u0131 Jeffrey Currie, Ekim 2014\u2019te payla\u015ft\u0131\u011f\u0131 notta da benzer bir g\u00f6r\u00fc\u015fe yer vermi\u015fti. Dolar\u0131n g\u00fc\u00e7lenirken petrol fiyatlar\u0131n\u0131n d\u00fc\u015fmeye yeni ba\u015flad\u0131\u011f\u0131 bir d\u00f6nemde bu notu yay\u0131nlayan Currie, petrol-dolar ili\u015fkisinin uzun s\u00fcre ABD\u2019nin b\u00fcy\u00fck petrol ithalatlar\u0131yla a\u00e7\u0131kland\u0131\u011f\u0131n\u0131 ancak bu dayana\u011f\u0131n ABD\u2019nin kaya petrol\u00fc devrimiyle \u00e7\u00f6kt\u00fc\u011f\u00fcn\u00fc ifade etmi\u015fti:<\/p>\n

\u201cABD, 2008 y\u0131l\u0131ndaki g\u00fcnl\u00fck petrol ve petrol \u00fcr\u00fcnleri ithalat\u0131 12 milyon varildi. Kaya petrol\u00fc teknolojisiyle birlikte bu say\u0131, 5 milyonun alt\u0131na indi. Kanada ve Meksika\u2019y\u0131 hesaptan d\u00fc\u015fersek, tablo 2,4 milyon varile kadar geriliyor. Di\u011fer bir deyi\u015fle, net ithalattaki azal\u0131\u015f, 2008\u2019e k\u0131yasla y\u00fczde 60\u2019\u0131n \u00fczerinde. Bu, emtia ve ABD dolar\u0131 aras\u0131ndaki ba\u011flant\u0131y\u0131 ciddi \u015fekilde azaltt\u0131. K\u00fcresel kriz sonras\u0131 piyasalardaki normalle\u015fmeyle birlikte, petrol ithalat\u0131n\u0131n dramatik \u015fekilde d\u00fc\u015fmesi petrol ve dolar aras\u0131ndaki korelasyonu y\u00fczde s\u0131f\u0131ra kadar \u00e7ekti\u201d<\/p>\n

Goldman Sachs, son yay\u0131nlad\u0131\u011f\u0131 raporunda ise petrol\u00fcn en b\u00fcy\u00fck problemi olan arz-talep ili\u015fkisinin dengeye gelmeye ba\u015flad\u0131\u011f\u0131n\u0131 a\u00e7\u0131klam\u0131\u015f, piyasas\u0131n\u0131n may\u0131s sonunda arz fazlas\u0131ndan a\u00e7\u0131\u011fa y\u00f6nelebilece\u011fini \u00f6ng\u00f6rm\u00fc\u015ft\u00fc.<\/p>\n

Kaynak: BusinessHT<\/a><\/p>\n

<\/p>","protected":false},"excerpt":{"rendered":"

Sorry, this entry is only available in Turkish. For the sake of viewer convenience, the content is shown below in the alternative language. You may click the link to switch the active language. Societe Generale uzmanlar\u0131na g\u00f6re dolar g\u00fc\u00e7lenirken, petrol fiyatlar\u0131n\u0131n 30 dolar seviyelerinden 50 dolara yakla\u015fmas\u0131 al\u0131\u015f\u0131lm\u0131\u015f bir durum de\u011fil. \u00d6nceki tecr\u00fcbeler g\u00f6steriyor\u00a0ki, emtia […]<\/p>\n","protected":false},"author":1,"featured_media":47825,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[53,44],"tags":[18979,63,67,1009,2698,165,5422,59,79,347,2388,887,2522,29809,29810,8007],"views":792,"_links":{"self":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/53247"}],"collection":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/comments?post=53247"}],"version-history":[{"count":2,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/53247\/revisions"}],"predecessor-version":[{"id":53249,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/posts\/53247\/revisions\/53249"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media\/47825"}],"wp:attachment":[{"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/media?parent=53247"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/categories?post=53247"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enerjigazetesi.ist\/en\/wp-json\/wp\/v2\/tags?post=53247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}