Rightmove\u2019un Birle\u015fik Krall\u0131k Konut Fiyat Endeksi, Nisan ay\u0131nda ayl\u0131k bazda konut fiyatlar\u0131n\u0131n %0,8 seviyesinde de\u011fi\u015fmedi\u011fini g\u00f6sterdi.<\/p>\n
Veri, \u00f6nceki ayla ayn\u0131 seviyede ger\u00e7ekle\u015fti; ayl\u0131k art\u0131\u015f h\u0131z\u0131nda de\u011fi\u015fim olmad\u0131.<\/p>\n
Rightmove\u2019un en g\u00fcncel verileri, Birle\u015fik Krall\u0131k\u2019ta ilan (sat\u0131\u015fa \u00e7\u0131kar\u0131lan) konut fiyatlar\u0131n\u0131n Nisan\u2019da %0,8 art\u0131\u015fla Mart ile ayn\u0131 h\u0131zda kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Art\u0131\u015f s\u00fcrse de h\u0131zlanma olmamas\u0131, ilkbaharda beklenen canlanman\u0131n g\u00fcc\u00fcn\u00fc kaybetti\u011fine i\u015faret ediyor. Bu durum, sat\u0131c\u0131lar\u0131n \u201cfiyat daha da gider\u201d beklentisinin bu d\u00f6ng\u00fcde zirveye yakla\u015fm\u0131\u015f olabilece\u011fini d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.<\/p>\n
Bunu, \u0130ngiltere Merkez Bankas\u0131 (BoE) i\u00e7in \u201cg\u00fcvercin\u201d bir sinyal (faiz art\u0131r\u0131m\u0131 yerine faizi sabit tutma veya indirmeye daha yak\u0131n duru\u015f) olarak g\u00f6r\u00fcyoruz; ilave faiz art\u0131\u015f\u0131 bask\u0131s\u0131 azal\u0131yor. Bunu destekleyen g\u00f6stergeler: Ulusal \u0130statistik Ofisi\u2019nin (ONS) verilerine g\u00f6re Mart enflasyonu %2,9\u2019a geriledi. BoE verileri de \u015eubat\u2019ta mortgage (konut kredisi) onaylar\u0131n\u0131n 58 bine d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc ve bunun son alt\u0131 ay\u0131n en d\u00fc\u015f\u00fck seviyesi oldu\u011funu ortaya koydu. Yat\u0131r\u0131mc\u0131lar, y\u0131l bitmeden faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131n artt\u0131\u011f\u0131n\u0131 fiyatlayan pozisyonlar\u0131 de\u011ferlendirebilir; \u00f6rne\u011fin SONIA vadeli i\u015flemleri (SONIA: Sterlin gecelik faiz oran\u0131; bu s\u00f6zle\u015fmeler BoE faiz beklentisini yans\u0131t\u0131r) \u00fczerinden.<\/p>\n
Hisse senedi t\u00fcrev \u00fcr\u00fcnleri taraf\u0131nda (opsiyon ve vadeli i\u015flemler gibi, fiyat\u0131 dayanak hisseden t\u00fcreyen \u00fcr\u00fcnler) bu tablo, Birle\u015fik Krall\u0131k konut \u00fcreticisi \u015firketleri \u00f6ne \u00e7\u0131kar\u0131yor. 2025 ilkbahar\u0131nda g\u00f6r\u00fclen g\u00fc\u00e7l\u00fc %1,2\u2019lik ayl\u0131k art\u0131\u015flar\u0131n ard\u0131ndan, mevcut \u201cplato\u201d (art\u0131\u015f\u0131n duraksamas\u0131) Barratt ve Taylor Wimpey gibi \u015firketler i\u00e7in r\u00fczg\u00e2r\u0131n tersine d\u00f6nebilece\u011fini g\u00f6steriyor. Al\u0131c\u0131 talebi zay\u0131flarken bu hisselerde k\u0131sa vadeli de\u011fer kayb\u0131na y\u00f6nelik olarak put opsiyonu (hisse d\u00fc\u015ferse de\u011fer kazanan opsiyon) al\u0131m\u0131 d\u00fc\u015f\u00fcn\u00fclebilir.<\/p>\n
Konut piyasas\u0131nda so\u011fuma verisi Sterlin \u00fczerinde de bask\u0131 yaratabilir. Piyasa faiz art\u0131\u015f\u0131 beklentisini azalt\u0131p faiz indirimi beklentisini art\u0131rd\u0131k\u00e7a, Sterlin\u2019in faiz getirisi avantaj\u0131 (di\u011fer para birimlerine g\u00f6re daha y\u00fcksek faiz nedeniyle olu\u015fan cazibe) zay\u0131flayabilir. Bu nedenle \u00f6n\u00fcm\u00fczdeki haftalarda GBP\u2019de zay\u0131fl\u0131k olas\u0131l\u0131\u011f\u0131n\u0131 daha y\u00fcksek g\u00f6r\u00fcyoruz; GBP\/USD\u2019de d\u00fc\u015f\u00fc\u015ften kazan\u00e7 sa\u011flayan opsiyon stratejileri daha cazip hale gelebilir.<\/p>\n
\u015ea\u015f\u0131rtan durgunluk: Rightmove\u2019a g\u00f6re Nisan\u2019da UK konut fiyat art\u0131\u015f\u0131 %0,8\u2019de tak\u0131ld\u0131. Bu, BoE i\u00e7in g\u00fcvercin sinyal; faiz indirimi ihtimali art\u0131yor. Sterlin bask\u0131lanabilir; konut hisseleri zay\u0131flayabilir.<\/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-44952","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\/44952","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=44952"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44952\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44952"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44952"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44952"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}