<\/div>\n

Bloomberg\u2019in s\u0131k yay\u0131nlanan verilerden elde etti\u011fi sonu\u00e7lara g\u00f6re, Euro-b\u00f6lgesi (EB) ekonomisi \u00a0A\u011fustos\u2019ta yeniden g\u00fc\u00e7 kaybetmeye ba\u015flad\u0131. \u0130kinci kez azan Covid-19 salg\u0131n\u0131 ve ge\u00e7ici i\u015fsizlik \u00f6deneklerinin kesilmesi kayg\u0131s\u0131 Avrupa\u2019l\u0131 t\u00fcketiciyi harcamaktan al\u0131koyabilir. Turizm de ikinci korona dalgas\u0131ndan sonra tamamen havlu atabilir. EB\u2019nin y\u0131l\u0131n ikinci durgunlu\u011funun e\u015fi\u011fine gelmesi, zaten zay\u0131f seyreden ekonomimiz \u00a0i\u00e7in b\u00fcy\u00fck tehlike.<\/p>\n

\u0130hracat\u0131m\u0131z\u0131n yar\u0131s\u0131n\u0131 alan Avrupa duraksarsa, imalat sanayii de t\u00f6kezler. \u0130hracatta tek sorun zay\u0131f Avrupa pazar\u0131 da de\u011fil. BAE-\u0130srail normalle\u015fme pakt\u0131, Katar haricinde S\u00fcnni Arap \u00fclkelerinin T\u00fcrkiye\u2019ye kar\u015f\u0131 ortak cephe olu\u015fturmas\u0131 olarak da yorumland\u0131. Diplomatik gerginlik mal ticareti ve m\u00fcteahhitlik hizmetlerini olumsuz etkileyebilir.<\/p>\n

Bloomberg\u2019in \u201cEurope\u2019s Fading Rebound Turns V-Shape Recovery Into Bird Wing\u201d ba\u015fl\u0131kl\u0131 haberine g\u00f6re, EB\u2019de \u201dV\u201d \u015feklinde toparlanma nerdeyse imkans\u0131z. Avrupa\u2019da \u00e7\u0131kt\u0131 veya mili gelir pandemi \u00f6ncesinin %5-10 alt\u0131nda yataya d\u00f6nmek \u00fczere. Bloomberg bu sonucu geleneksel makro-analizde kullan\u0131lan sanayi \u00fcretimi, t\u00fcketici g\u00fcven anketleri vs, de\u011fil, restoran ziyaretlerinden AVM \u00a0trafi\u011fi ve sinema bileti sat\u0131\u015flar\u0131na kadar herg\u00fcn kolayl\u0131kla derlenebilen verilerden elde ediyor.<\/p>\n

Almanya, Fransa ve \u0130spanya\u2019da Covid-19 ikinci dalgas\u0131n\u0131 ba\u015flatt\u0131. Alman \u015eans\u00f6lyesi Merkel sosyal k\u0131s\u0131tlamalar\u0131 kald\u0131rman\u0131n zaman\u0131 gelmedi\u011fini kesin bir \u015fekilde beyan etti.\u00a0 Yine de Almanya K\u0131ta\u2019da en \u00e7abuk toparlanan ekonomi. OECD \u00f6nc\u00fc g\u00f6stergelerine g\u00f6re \u0130spanya\u2019da aktivite gerilemeye ba\u015flad\u0131 bile. \u0130talya da yava\u015fl\u0131yor.<\/p>\n

Bundesbank yeni raporunda toparlanman\u0131n s\u00fcrece\u011fini, fakat g\u00f6r\u00fcn\u00fcm\u00fcn korona vakalar\u0131nda art\u0131\u015fla ters y\u00f6nl\u00fc de\u011fi\u015fece\u011fini ifade etti.<\/p>\n

EB devletlerinin soka\u011fa \u00e7\u0131kma yasaklar\u0131 ve karantinalar esnas\u0131nda i\u015fini kaybedenler i\u00e7in \u00f6dedikleri ge\u00e7ici i\u015fsizlik \u00f6deneklerinin de akibeti kesin de\u011fil. Bu belirsizlik, i\u015fini kaybetme korkusu ya\u015fayan Avrupal\u0131\u2019lar\u0131n harcamalar\u0131n\u0131 da k\u0131s\u0131yor.<\/p>\n

EB\u2019nin Euro750 milyar ortak bor\u00e7lanma ve harcama i\u00e7eren mali destek paketini onaylamas\u0131 sonras\u0131nda, K\u0131ta\u2019n\u0131n Japonya ve ABD\u2019den daha \u00e7abuk eski g\u00fcnlerine d\u00f6nece\u011fi d\u00fc\u015f\u00fcn\u00fcl\u00fcyordu. Fakat \u00a0Avrupa devletleri s\u0131n\u0131r-\u00f6tesi turizmle gelen ikinci dalgay\u0131 hesaba katmad\u0131lar. Bir \u00e7ok \u00fclkede vakalar\u0131n artmas\u0131, k\u0131\u015f sezonu i\u00e7in b\u00fcy\u00fck kayg\u0131ya neden oluyor. AMB da para basmakta Fed kadar serbest de\u011fil.<\/p>\n

Almanya\u2019da artan vakalar\u0131n T\u00fcrkiye ile e\u015fzamanl\u0131 g\u00fcndeme gelmesi, T\u00fcrkiye\u2019nin turist sezonunun ikinci yar\u0131s\u0131nda da bu \u00fclkeden \u00a0fazla misafir beklememesi gerekti\u011fini d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor. \u0130ngiltere\u2019nin ise T\u00fcrk vatanda\u015flara ziyaret yasa\u011f\u0131 koymay\u0131 tasarlad\u0131\u011f\u0131 gelen haberler aras\u0131nda. T\u00fcrkiye ve Balkanlar\u2019dan d\u00f6nen Alman vatanda\u015flar\u0131 aras\u0131nda korona-pozitif vakalar\u0131n kabul edilebilir s\u0131n\u0131r\u0131n \u00fcst\u00fcne \u00e7\u0131kmas\u0131, turizmimizin belini b\u00fckecek.<\/p>\n

Temmuz\u2019da 10 y\u0131ll\u0131k rekor k\u0131ran PMI imalat sanayi anketi ve 100\u2019\u00fc a\u015fan Reel Kesim G\u00fcven Endeksi b\u00fcy\u00fck \u00f6l\u00e7\u00fcde Avrupa\u2019dan gelen sipari\u015flere dayal\u0131yd\u0131. Avrupal\u0131\u2019n\u0131n harcamalar\u0131 kesmesi imalat sanayinde istihdam kay\u0131plar\u0131na neden olabilir. Haz\u0131r giyim ve tekstil, otomotif \u00a0ve elektronik e\u015fya sekt\u00f6rleri de tehdit alt\u0131nda.<\/p>\n

Orta Do\u011fu\u2019da Covid-19 kontrol alt\u0131nda de\u011fil. Y\u0131lba\u015f\u0131ndan bu yana y\u00fckselen, ancak bir \u00e7ok Arap devletinin b\u00fct\u00e7e planlamas\u0131na g\u00f6re d\u00fc\u015f\u00fck kalan enerji fiyatlar\u0131 Araplar\u0131n harcama g\u00fcc\u00fcn\u00fc frenleyecek. Siyasi ili\u015fkilerdeki gerginlik de yak\u0131nda T\u00fcrk mallar\u0131n\u0131n boykotuna ve T\u00fcrk m\u00fcteahhitlik \u015firketlerinin b\u00fcy\u00fck ihalelerden d\u0131\u015flanmas\u0131na yol a\u00e7abilir.<\/p>\n

BloombergHT A\u011fustos \u00f6n T\u00fcketici G\u00fcven Endeksi ayl\u0131k 22 puan gerileme kaydederek, bizim t\u00fcketicinin de hen\u00fcz harcamaya haz\u0131r olmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. \u0130hracat\u0131n da yava\u015flamas\u0131, sonbahar-k\u0131\u015f aylar\u0131nda ya\u015fanmas\u0131 beklenen resesyonu derinle\u015ftirebilir.<\/p>\n

\u00a0T\u00fcketici\u00a0 A\u011fustos\u2019u korku i\u00e7inde ge\u00e7iriyor<\/p>\n

\u0130hracat\u00e7\u0131lardan \u2018vergi bor\u00e7lar\u0131 yap\u0131land\u0131r\u0131ls\u0131n\u2019 \u00e7a\u011fr\u0131s\u0131<\/p>\n

Turizme K\u00f6t\u00fc Haber: Almanya\u2019da corona \u2018ikinci dalga\u2019 yap\u0131yor!<\/p>\n

Sivil havac\u0131l\u0131k \u00e7\u00f6kmek \u00fczere!<\/p>\n<\/p>\n

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

Bloomberg\u2019in s\u0131k yay\u0131nlanan verilerden elde etti\u011fi sonu\u00e7lara g\u00f6re, Euro-b\u00f6lgesi (EB) ekonomisi \u00a0A\u011fustos\u2019ta yeniden g\u00fc\u00e7 kaybetmeye ba\u015flad\u0131 …<\/p>\n","protected":false},"author":1,"featured_media":750,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,5],"tags":[28,187,299,66,55],"class_list":["post-749","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","tag-28","tag-avrupa","tag-harcama","tag-ikinci","tag-turk"],"yoast_head":"\n