Kanada\u2019n\u0131n Yeni Konut Fiyat Endeksi may\u0131sta y\u0131ll\u0131k bazda %2,4 geriledi; b\u00f6ylece bir \u00f6nceki d\u00f6nemdeki %2,3\u2019l\u00fck y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan gerileme h\u0131zland\u0131. Veriler, ge\u00e7en y\u0131l\u0131n ayn\u0131 ay\u0131na k\u0131yasla yeni konut fiyatlar\u0131nda so\u011fuman\u0131n s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ediyor.<\/p>\n
Rakamlar, FXStreet\u2019in ekonomik takvim kapsam\u0131ndaki haber ak\u0131\u015f\u0131ndan al\u0131nm\u0131\u015f olup may\u0131s verisi, kar\u015f\u0131la\u015ft\u0131rma amac\u0131yla bir \u00f6nceki y\u0131ll\u0131k oranla birlikte aktar\u0131l\u0131yor. G\u00fcncellemede ek k\u0131r\u0131l\u0131mlar veya ili\u015fkili g\u00f6stergelere yer verilmedi.<\/p>\n
Yeni konut fiyatlar\u0131ndaki d\u00fc\u015f\u00fc\u015f\u00fcn y\u0131ll\u0131k bazda -%2,4 seviyesine derinle\u015fmesi, Kanada ekonomisinin ivme kaybetti\u011fine i\u015faret ediyor. Bu verinin, Kanada Merkez Bankas\u0131 (BoC) \u00fczerinde \u201cgecikmeden\u201d bir faiz indirimi daha de\u011ferlendirmesi y\u00f6n\u00fcndeki bask\u0131y\u0131 art\u0131rd\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz. Bu da politika faizinin \u00f6nceki zirvelerden a\u015fa\u011f\u0131 y\u00f6nl\u00fc seyre ge\u00e7mesinden bu yana g\u00f6rd\u00fc\u011f\u00fcm\u00fcz g\u00fcvercin d\u00f6n\u00fc\u015f\u00fc peki\u015ftiriyor.<\/p>\n
\u00d6n\u00fcm\u00fczdeki haftalarda, faizlerin gerilemesinden fayda sa\u011flayan t\u00fcrev \u00fcr\u00fcnleri takip edece\u011fiz. Buna, merkez bankas\u0131n\u0131n bir sonraki toplant\u0131da indirime i\u015faret etmesi halinde de\u011fer kazanabilecek Bankers\u2019 Acceptance vadeli i\u015flemlerinde (BAX) pozisyonlanma da dahil. Piyasa fiyatlamas\u0131 halihaz\u0131rda kayda de\u011fer bir indirim olas\u0131l\u0131\u011f\u0131na i\u015faret ediyor; ancak bu konut verisi takvimi \u00f6ne \u00e7ekebilir.<\/p>\n
ABD Merkez Bankas\u0131\u2019n\u0131n (Fed) sabit kalmas\u0131 halinde, BoC\u2019nin daha g\u00fcvercin bir duru\u015fa kaymas\u0131 Kanada dolar\u0131n\u0131 ilave bask\u0131 alt\u0131na sokabilir. Son d\u00f6nemde 1,3800 civar\u0131nda i\u015flem g\u00f6ren USD\/CAD kurunun yukar\u0131 y\u00f6nl\u00fc potansiyelinin s\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6r\u00fcyoruz. Bu kapsamda USD\/CAD\u2019de al\u0131m (call) opsiyonlar\u0131, olas\u0131 kur de\u011fer kayb\u0131na pozisyon almak i\u00e7in net bir ara\u00e7 sunuyor.<\/p>\n
Konut taraf\u0131ndaki zay\u0131fl\u0131k, Kanada\u2019n\u0131n b\u00fcy\u00fck bankalar\u0131 ve gayrimenkul yat\u0131r\u0131m ortakl\u0131klar\u0131 (GYO\/REIT) a\u00e7\u0131s\u0131ndan do\u011frudan sonu\u00e7lar do\u011furuyor. \u0130\u015fsizlik oran\u0131 %6,5 seviyelerine yak\u0131n seyrederken t\u00fcketici harcamalar\u0131n\u0131n da yava\u015flamas\u0131 olas\u0131 oldu\u011fundan, bankalar\u0131n k\u00e2rl\u0131l\u0131\u011f\u0131 \u00fczerinde bask\u0131 olu\u015fabilir. Bu alandaki olas\u0131 bir a\u015fa\u011f\u0131 y\u00f6n\u00fc hedge etmek veya bundan faydalanmak amac\u0131yla Kanada finans sekt\u00f6r\u00fc ETF\u2019lerinde sat\u0131m (put) opsiyonlar\u0131 de\u011ferlendirmeyi d\u00fc\u015f\u00fcnebiliriz.<\/p>\n","protected":false},"excerpt":{"rendered":"
Kanada Yeni Konut Fiyat Endeksi may\u0131sta y\u0131ll\u0131k %2,4 d\u00fc\u015ferek gerilemeyi h\u0131zland\u0131rd\u0131. BoC\u2019de yeni faiz indirimi beklentisi g\u00fc\u00e7lenirken CAD bask\u0131lanabilir; USD\/CAD yukar\u0131, bankalar ve REIT\u2019lerde risk art\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47684,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49025","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\/49025","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=49025"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49025\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47684"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49025"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49025"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49025"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}