Rightmove\u2019un Birle\u015fik Krall\u0131k Konut Fiyat Endeksi, Nisan ay\u0131nda ilan (sat\u0131c\u0131) fiyatlar\u0131n\u0131n y\u0131ll\u0131k bazda %0,9 d\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc g\u00f6sterdi. Bu oran, \u00f6nceki veride g\u00f6r\u00fclen y\u0131ll\u0131k %0,2 d\u00fc\u015f\u00fc\u015fle kar\u015f\u0131la\u015ft\u0131r\u0131ld\u0131\u011f\u0131nda daha belirgin.<\/p>\n
Veri, Nisan\u2019da y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn h\u0131zland\u0131\u011f\u0131na i\u015faret ediyor. A\u00e7\u0131klamada ba\u015fka rakam payla\u015f\u0131lmad\u0131.<\/p>\n
Konut fiyatlar\u0131nda y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn %-0,2\u2019den %-0,9\u2019a h\u0131zlanmas\u0131, Birle\u015fik Krall\u0131k\u2019ta emlak piyasas\u0131nda h\u0131zl\u0131 bir yava\u015flamaya i\u015faret ediyor. Bu, ekonomi a\u00e7\u0131s\u0131ndan olumsuz (d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc) bir sinyal olarak g\u00f6r\u00fcl\u00fcr ve hane halk\u0131n\u0131n harcama iste\u011finin zay\u0131flad\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcnd\u00fcr\u00fcr. Yat\u0131r\u0131m a\u00e7\u0131s\u0131ndan bu, Birle\u015fik Krall\u0131k odakl\u0131 varl\u0131klarda d\u00fc\u015f\u00fc\u015f beklentisiyle pozisyon almay\u0131 g\u00fcndeme getirebilir.<\/p>\n
En do\u011frudan etkinin konut \u00fcreticileri ve in\u015faatla ba\u011flant\u0131l\u0131 \u015firketlerde g\u00f6r\u00fclmesi beklenir. 2023\u2019teki konut piyasas\u0131 yava\u015flamas\u0131nda Barratt Developments ve Taylor Wimpey gibi hisseler benzer verilere kar\u015f\u0131 olduk\u00e7a hassas hareket etmi\u015fti. Yat\u0131r\u0131mc\u0131lar, bu hisselerde \u201cput opsiyonu\u201d (fiyat d\u00fc\u015f\u00fc\u015f\u00fcne kar\u015f\u0131 koruma sa\u011flayan ve d\u00fc\u015f\u00fc\u015ften kazan\u00e7 hedefleyen opsiyon t\u00fcr\u00fc) almay\u0131 veya iShares UK Property UCITS ETF (IUKP) gibi emlak odakl\u0131 bir borsa yat\u0131r\u0131m fonunda \u201ck\u0131sa pozisyon\u201d (fiyat d\u00fc\u015f\u00fc\u015f\u00fcnden faydalanmak i\u00e7in yap\u0131lan sat\u0131\u015f y\u00f6nl\u00fc i\u015flem) d\u00fc\u015f\u00fcnmeyi de\u011ferlendirebilir.<\/p>\n
Bu e\u011filim, Birle\u015fik Krall\u0131k bankalar\u0131 i\u00e7in de olumsuzdur; \u00f6zellikle Lloyds ve NatWest gibi y\u00fcksek \u201ckonut kredisi portf\u00f6y\u00fc\u201d (bankan\u0131n verdi\u011fi konut kredilerinin toplam\u0131) bulunanlar daha fazla etkilenebilir. Konut piyasas\u0131ndaki zay\u0131flama, yeni konut kredisi talebinin azalmas\u0131na ve kredi geri \u00f6demelerinde gecikme\/\u00f6dememe riskinin artmas\u0131na i\u015faret eder. 2025\u2019in son \u00e7eyre\u011finde \u201cmortgage gecikmeleri\u201d (konut kredisi \u00f6demelerinin gecikmesi) hafif y\u00fckselmi\u015fti; bu da bankac\u0131l\u0131k sekt\u00f6r\u00fcnde d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc beklentileri g\u00fc\u00e7lendirebilir.<\/p>\n
Konut verilerindeki zay\u0131flama, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) bu y\u0131l\u0131n ilerleyen d\u00f6nemlerinde faiz indirimine gitme olas\u0131l\u0131\u011f\u0131n\u0131 art\u0131r\u0131yor. Mart enflasyonu hedefin \u00fczerinde %2,4 olsa da piyasa, daha gev\u015fek para politikas\u0131n\u0131 (faizleri d\u00fc\u015f\u00fcrme e\u011filimi) fiyatlayabilir. Bu beklenti, sterlini ABD dolar\u0131na kar\u015f\u0131 (GBP\/USD paritesi) zay\u0131flatabilir; yani kur \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 olu\u015fturabilir.<\/p>\n
D\u00fc\u015f\u00fc\u015f\u00fcn h\u0131zlanmas\u0131, \u00f6n\u00fcm\u00fczdeki haftalarda Birle\u015fik Krall\u0131k i\u00e7 pazara duyarl\u0131 hisselerde oynakl\u0131\u011f\u0131n (fiyatlar\u0131n k\u0131sa s\u00fcrede sert dalgalanmas\u0131) artabilece\u011fine i\u015faret ediyor. FTSE 100\u2019e k\u0131yasla yerel ekonomiyi daha iyi yans\u0131tan FTSE 250 endeksinde daha geni\u015f fiyat hareketleri g\u00f6r\u00fclebilir. Yat\u0131r\u0131mc\u0131lar, \u201copsiyon\u201dlar\u0131 (belirli \u015fartlarla al\u0131m-sat\u0131m hakk\u0131 veren s\u00f6zle\u015fmeler) kullanarak mevcut portf\u00f6ylerini korumak veya beklenen dalgalanmadan faydalanmak i\u00e7in pozisyon alabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
Kritik sinyal: Rightmove verisine g\u00f6re UK\u2019de Nisan ilan fiyatlar\u0131 y\u0131ll\u0131k %0,9 d\u00fc\u015ft\u00fc (%0,2\u2019den h\u0131zland\u0131). Piyasa so\u011fuyor; konut hisseleri\/bankalar bask\u0131lanabilir, BoE faiz indirimi beklentisi ve GBP zay\u0131fl\u0131\u011f\u0131 artabilir.<\/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-44953","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\/44953","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=44953"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44953\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44953"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44953"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44953"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}