Birle\u015fik Krall\u0131k DCLG Konut Fiyat Endeksi, Nisan\u2019da y\u0131ll\u0131k bazda %3,8 artarak piyasa beklentisi olan %2,8\u2019in \u00fczerine \u00e7\u0131kt\u0131. Veri, d\u00f6nem boyunca konut fiyatlar\u0131nda \u00f6ng\u00f6r\u00fclenden daha g\u00fc\u00e7l\u00fc bir y\u0131ll\u0131k art\u0131\u015fa i\u015faret ediyor.<\/p>\n
Basit bir kar\u015f\u0131la\u015ft\u0131rmayla, ger\u00e7ekle\u015fen de\u011fer beklentiyi 1,0 y\u00fczde puan a\u015ft\u0131. A\u00e7\u0131klama, Nisan ay\u0131 i\u00e7in Birle\u015fik Krall\u0131k konut piyasas\u0131 ko\u015fullar\u0131na ili\u015fkin g\u00fcncel bir g\u00f6r\u00fcn\u00fcm sunuyor.<\/p>\n
Nisan\u2019da y\u0131ll\u0131k bazda %3,8\u2019lik art\u0131\u015fa i\u015faret eden beklentilerin \u00fczerindeki Birle\u015fik Krall\u0131k konut fiyat verisi, kal\u0131c\u0131 \u00e7ekirdek enflasyona i\u015faret ediyor. Ekonominin kilit bir sekt\u00f6r\u00fcndeki bu dayan\u0131kl\u0131l\u0131k, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) faizleri daha \u00f6nce \u00f6ng\u00f6r\u00fclenden daha uzun s\u00fcre y\u00fcksek tutma ihtiyac\u0131n\u0131 art\u0131r\u0131yor. Son \u00fccret art\u0131\u015f\u0131 verileri de %5,5\u2019in \u00fczerinde seyretmeye devam ediyor; bu da enflasyonist bask\u0131lar\u0131n hen\u00fcz kontrol alt\u0131na al\u0131nmad\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc destekliyor.<\/p>\n
Bu \u00e7er\u00e7evede, k\u0131sa vadeli faiz t\u00fcrevlerinde bir f\u0131rsat g\u00f6r\u00fcyoruz. Piyasa, BoE\u2019nin olas\u0131 faiz indirimlerini y\u0131l\u0131n \u00e7ok daha ilerisine erteleme ihtimalini yeterince fiyatlam\u0131yor olabilir. Bu nedenle, \u00f6n\u00fcm\u00fczdeki iki \u00e7eyrekte daha \u015fahin bir para politikas\u0131 patikas\u0131n\u0131 yans\u0131tacak \u015fekilde SONIA vadeli i\u015flemlerinde pozisyon almay\u0131 de\u011ferlendiriyoruz.<\/p>\n
Bu g\u00f6r\u00fcn\u00fcm\u00fcn Sterlin\u2019i de desteklemesi beklenebilir. D\u00f6viz piyasalar\u0131n\u0131n daha kararl\u0131 bir BoE\u2019ye g\u00f6re yeniden fiyatlama yapmas\u0131yla, Sterlin\u2019in Euro ve ABD Dolar\u0131 kar\u015f\u0131s\u0131nda al\u0131m (call) opsiyonlar\u0131n\u0131n iyi bir de\u011fer sundu\u011funu d\u00fc\u015f\u00fcn\u00fcyoruz. Sterlin halihaz\u0131rda Euro kar\u015f\u0131s\u0131nda 1,18\u2019in \u00fczerine \u00e7\u0131karak g\u00fc\u00e7 kazand\u0131 ve bu e\u011filimin \u00f6n\u00fcm\u00fczdeki haftalarda s\u00fcrmesini bekliyoruz.<\/p>\n
Hisse senedi piyasalar\u0131nda performans ayr\u0131\u015fmas\u0131 \u00f6ng\u00f6r\u00fcyoruz. G\u00fc\u00e7l\u00fc konut piyasas\u0131n\u0131n, Birle\u015fik Krall\u0131k odakl\u0131 banka hisseleri ile konut geli\u015ftiricilerini desteklemesini bekliyoruz; bu da bu sekt\u00f6rlerde FTSE 250\u2019de i\u015flem g\u00f6ren \u015firketlere y\u00f6nelik al\u0131m (call) opsiyonlar\u0131n\u0131 cazip k\u0131l\u0131yor. Buna kar\u015f\u0131l\u0131k, daha y\u00fcksek bor\u00e7lanma maliyetlerine duyarl\u0131 ticari gayrimenkul ve kamu hizmetleri (utilities) gibi sekt\u00f6rler bask\u0131 g\u00f6rebilir.<\/p>\n
Son olarak, bu veri yat\u0131r\u0131mc\u0131lar\u0131n para politikas\u0131na ili\u015fkin \u00e7\u0131kar\u0131mlar\u0131 de\u011ferlendirmesiyle piyasa oynakl\u0131\u011f\u0131n\u0131n artma potansiyelini y\u00fckseltiyor. 2022 sonu gibi politika belirsizli\u011fi d\u00f6nemleri, volatilitenin aniden s\u0131\u00e7rayabildi\u011fini g\u00f6stermi\u015fti. FTSE 100 endeksi \u00fczerindeki opsiyonlar arac\u0131l\u0131\u011f\u0131yla volatilite sat\u0131n alman\u0131n, olas\u0131 sert yeniden fiyatlamalara kar\u015f\u0131 korunmak veya bundan faydalanmak i\u00e7in temkinli bir strateji olabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n","protected":false},"excerpt":{"rendered":"
S\u00fcrpriz konut verisi Sterlin\u2019i aya\u011fa kald\u0131rabilir! DCLG Nisan\u2019da %3,8 ile beklentiyi a\u015ft\u0131; BoE\u2019nin faizleri daha uzun y\u00fcksek tutmas\u0131, SONIA\/GBP opsiyonlar\u0131 ve banka-konut hisselerinde f\u0131rsat yarat\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47642,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48993","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\/48993","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=48993"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/48993\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47642"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=48993"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=48993"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=48993"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}