Birle\u015fik Krall\u0131k\u2019ta RICS konut fiyat dengesi May\u0131s\u2019ta -%34 ile, piyasan\u0131n -%31\u2019lik beklentisinin alt\u0131nda kald\u0131. Veri, fiyat d\u00fc\u015f\u00fc\u015f\u00fc bildiren kat\u0131l\u0131mc\u0131lar\u0131n, art\u0131\u015f g\u00f6renlerin say\u0131s\u0131n\u0131 a\u015fmay\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcne i\u015faret ediyor.<\/p>\n
Konsens\u00fcse k\u0131yasla beklentiden zay\u0131f gelen denge, ay boyunca raporlanan konut fiyat ko\u015fullar\u0131nda daha yumu\u015fak bir tona i\u015faret ediyor. RICS\u2019in net dengesi negatif b\u00f6lgede kalmaya devam ederek, fiyat art\u0131\u015f\u0131na d\u00f6n\u00fc\u015ften ziyade s\u00fcregelen a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc peki\u015ftirdi.<\/p>\n
May\u0131s ay\u0131 RICS konut fiyat dengesi -%34 ile -%31\u2019lik tahminin alt\u0131nda kald\u0131. Bu, Birle\u015fik Krall\u0131k emlak piyasas\u0131na y\u00f6nelik alg\u0131n\u0131n bekledi\u011fimizden daha fazla bozuldu\u011funu g\u00f6steriyor. S\u00fcregelen negatif g\u00f6r\u00fcn\u00fcm, \u00f6n\u00fcm\u00fczdeki aylarda fiili konut fiyatlar\u0131 \u00fczerinde devam eden bask\u0131ya i\u015faret ediyor.<\/p>\n
Bu durum, Birle\u015fik Krall\u0131k konut geli\u015ftiricileri (housebuilder) taraf\u0131nda d\u00fc\u015f\u00fc\u015f y\u00f6nl\u00fc pozisyonlar\u0131 g\u00fcndeme getiriyor. Taylor Wimpey ve Barratt Developments gibi \u015firketler, bu t\u00fcr ileriye d\u00f6n\u00fck olumsuz veriye \u00f6zellikle duyarl\u0131. Son a\u00e7\u0131klanan Birle\u015fik Krall\u0131k in\u015faat PMI verisinin de 49,5 ile hafif daralmaya i\u015faret etmesiyle, ilave a\u015fa\u011f\u0131 y\u00f6nl\u00fc hareketi fiyatlamak \u00fczere sat\u0131m (put) opsiyonlar\u0131n\u0131 de\u011ferlendiriyoruz.<\/p>\n
Konut piyasas\u0131ndaki bu zay\u0131fl\u0131\u011f\u0131n banka sekt\u00f6r\u00fcne de yans\u0131mas\u0131 muhtemel. Lloyds ve NatWest gibi kredi verenler, azalan mortgage talebi ve mevcut kredi portf\u00f6ylerine ili\u015fkin endi\u015felerle kar\u015f\u0131 kar\u015f\u0131ya kalabilir. \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) son verilerinde mortgage onaylar\u0131n\u0131n ge\u00e7en ay 58 bine gerileyerek beklentileri kar\u015f\u0131layamamas\u0131 da bu temkinli duru\u015fu destekliyor.<\/p>\n
Bunun Sterlin \u00fczerinde, \u00f6zellikle ABD dolar\u0131 kar\u015f\u0131s\u0131nda bask\u0131 olu\u015fturmas\u0131n\u0131 da bekliyoruz. Yava\u015flayan konut piyasas\u0131, t\u00fcketici g\u00fcveni ve genel ekonomi a\u00e7\u0131s\u0131ndan \u00f6nemli bir negatif unsur. Birle\u015fik Krall\u0131k\u2019ta enflasyonun son olarak %2,1 ile \u0131l\u0131ml\u0131 seyretmesi, i\u00e7erdeki yava\u015flaman\u0131n GBP\/USD paritesinde k\u0131sa pozisyon i\u00e7in gerek\u00e7e sundu\u011funu d\u00fc\u015f\u00fcnd\u00fcr\u00fcyor.<\/p>\n
\u0130ngiltere Merkez Bankas\u0131 daha g\u00fcvercin bir duru\u015fa zorlanabilir. Bu zay\u0131f konut verisi, yak\u0131n vadede faiz art\u0131\u015f\u0131 olas\u0131l\u0131\u011f\u0131n\u0131 son derece d\u00fc\u015f\u00fck k\u0131l\u0131yor. Faiz piyasalar\u0131nda y\u0131l sonuna kadar faiz indirimi ihtimalinin %60 seviyesinde fiyatland\u0131\u011f\u0131n\u0131 g\u00f6r\u00fcyoruz; bu da gilt (\u0130ngiliz devlet tahvili) getirileri \u00fczerinde yukar\u0131 y\u00f6nl\u00fc alan\u0131 s\u0131n\u0131rlayabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u015eok veri: UK RICS konut fiyat dengesi May\u0131s\u2019ta -%34\u2019e d\u00fc\u015ferek -%31 beklentisini a\u015ft\u0131. Konutta bask\u0131 s\u00fcr\u00fcyor; housebuilder ve bankalara risk, GBP\/USD\u2019de zay\u0131fl\u0131k, BoE\u2019de g\u00fcvercinle\u015fme ve olas\u0131 faiz indirimi fiyatlan\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47658,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48564","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/48564","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=48564"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48564\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47658"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48564"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48564"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48564"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}