RICS\u2019in (Kraliyet Yetkili Eksperler Kurumu) konut anketi verilerine g\u00f6re, Mart ay\u0131nda konut fiyat dengesi (fiyat art\u0131\u015f\u0131 bildirenlerin oran\u0131 eksi d\u00fc\u015f\u00fc\u015f bildirenlerin oran\u0131) -%23 oldu. Bu seviye, -%18 beklentisinin alt\u0131nda kald\u0131.<\/p>\n
Negatif denge, ankete kat\u0131lanlar\u0131n daha fazlas\u0131n\u0131n fiyat d\u00fc\u015f\u00fc\u015f\u00fc bildirdi\u011fini g\u00f6steriyor. Bu sonu\u00e7, Mart ay\u0131nda fiyat art\u0131\u015f h\u0131z\u0131n\u0131n (momentum: fiyatlar\u0131n y\u00fckselme iste\u011fi ve h\u0131z\u0131) beklenenden daha zay\u0131f oldu\u011funa i\u015faret ediyor.<\/p>\n
Mart konut fiyat verisi, beklentilerin belirgin bi\u00e7imde alt\u0131nda kalarak -%23\u2019e geriledi; piyasa beklentisi -%18\u2019di. Bu, \u0130ngiltere ekonomisinin \u00f6ng\u00f6r\u00fclenden daha h\u0131zl\u0131 yava\u015flad\u0131\u011f\u0131na dair \u015fimdiye kadarki en net i\u015faret. Bu verinin, \u0130ngiltere Merkez Bankas\u0131 (Bank of England) \u00fczerinde piyasalar\u0131n fiyatlad\u0131\u011f\u0131ndan daha erken faiz indirimi y\u00f6n\u00fcnde bask\u0131 yarataca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n
\u00d6n\u00fcm\u00fczdeki haftalarda Sterlin\u2019in dolar ve euro kar\u015f\u0131s\u0131nda zay\u0131flamas\u0131 beklenebilir. Ulusal \u0130statistik Ofisi\u2019nin (ONS) son verileri enflasyonun %2,9\u2019da inat\u00e7\u0131 kald\u0131\u011f\u0131n\u0131 g\u00f6sterse de, bu konut raporu muhtemelen daha belirleyici olacak ve piyasan\u0131n ana g\u00fcndemi faiz indirimleri haline gelecek. Bu nedenle, Haziran vadeli GBP\/USD sat\u0131m opsiyonu (put opsiyonu: belirli bir tarihe kadar belirli bir fiyattan satma hakk\u0131) almak, beklenen d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 makul bir pozisyon alma y\u00f6ntemi olarak g\u00f6r\u00fclebilir.<\/p>\n
Bu olumsuz konut alg\u0131s\u0131, \u00f6zellikle i\u00e7 pazara odaklanan FTSE 250 \u015firketleri ba\u015fta olmak \u00fczere \u0130ngiltere hisselerini do\u011frudan etkiler. \u0130n\u015faat ve bankac\u0131l\u0131k sekt\u00f6r\u00fcndeki hisselerin belirgin bi\u00e7imde zay\u0131f performans g\u00f6stermesini bekliyoruz. B\u00fcy\u00fck konut geli\u015ftiricilerinin opsiyonlar\u0131na bak\u0131ld\u0131\u011f\u0131nda, z\u0131mni oynakl\u0131\u011f\u0131n (implied volatility: opsiyon fiyatlar\u0131na yans\u0131yan beklenen dalgalanma) bu sabah %15 artt\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor; bu da piyasan\u0131n yeni riski h\u0131zla fiyatlamaya \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
Ge\u00e7mi\u015fe bak\u0131ld\u0131\u011f\u0131nda, bu gerileme 2025\u2019in \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde g\u00f6r\u00fclen k\u0131sa s\u00fcreli so\u011fumadan daha a\u011f\u0131r g\u00f6r\u00fcn\u00fcyor. O d\u00f6nemde \u201cyumu\u015fak ini\u015f\u201d (ekonominin resesyona girmeden yava\u015flamas\u0131) beklentisiyle piyasa toparlanm\u0131\u015ft\u0131. Ancak bu veri, 2024 ve 2025\u2019teki faiz art\u0131\u015flar\u0131n\u0131n etkisinin h\u00e2l\u00e2 ekonomiye yans\u0131d\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Bu da, \u00f6n\u00fcm\u00fczdeki ay genel piyasa dalgalanmas\u0131n\u0131n (volatilite: fiyatlar\u0131n k\u0131sa s\u00fcrede sert ini\u015f-\u00e7\u0131k\u0131\u015f yapmas\u0131) y\u00fcksek kalma olas\u0131l\u0131\u011f\u0131n\u0131 art\u0131r\u0131yor.<\/p>\n
\u015eok konut verisi Sterlin\u2019i sallayabilir: RICS Mart fiyat dengesi -%23 ile -%18 beklentisini a\u015ft\u0131. Yava\u015flama h\u0131zlan\u0131yor; BoE\u2019de erken faiz indirimi bask\u0131s\u0131, GBP\u2019de zay\u0131flama, FTSE 250\u2019de sat\u0131\u015f ve volatilite art\u0131\u015f\u0131 bekleniyor.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-44204","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44204","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=44204"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44204\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44204"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44204"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44204"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}