Nisan ay\u0131nda \u0130ngiltere\u2019de konut kredisi onaylar\u0131 beklentileri a\u015ft\u0131; ger\u00e7ekle\u015fen veri 65,94 bin olurken piyasa beklentisi 61,7 bin seviyesindeydi. Bu veri, ay boyunca mortgage kredilendirme faaliyetinde \u00f6ng\u00f6r\u00fclenden daha g\u00fc\u00e7l\u00fc bir seyre i\u015faret ediyor.<\/p>\n
FXStreet, g\u00fcncellemenin sitede yay\u0131mlanan i\u00e7erikleri y\u00f6neten ve d\u00f6viz piyasas\u0131 (Forex) kapsam\u0131n\u0131 gazetecilik yakla\u015f\u0131m\u0131yla \u00e7er\u00e7eveleyen ekonomi muhabirleri ve FX uzmanlar\u0131ndan olu\u015fan i\u00e7erik ekibi taraf\u0131ndan haz\u0131rland\u0131\u011f\u0131n\u0131 belirtti.<\/p>\n
Nisan ay\u0131na ili\u015fkin beklentiyi a\u015fan \u0130ngiltere konut kredisi onaylar\u0131n\u0131, konut piyasas\u0131nda altta yatan dayan\u0131kl\u0131l\u0131\u011f\u0131n net bir g\u00f6stergesi olarak g\u00f6r\u00fcyoruz. 65,94 binlik seviye, daha y\u00fcksek bor\u00e7lanma maliyetlerine ra\u011fmen t\u00fcketici g\u00fcveninin s\u00fcrd\u00fc\u011f\u00fcne i\u015faret ediyor. Bu durum, ekonominin \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) acil bir ad\u0131m\u0131 gerektirecek kadar h\u0131zl\u0131 so\u011fudu\u011fu anlat\u0131s\u0131na meydan okuyor.<\/p>\n
Bu konut verisi, May\u0131s ay\u0131ndaki ve inat\u00e7\u0131 bi\u00e7imde %2,5\u2019te gelen son enflasyon verisiyle birlikte de\u011ferlendirildi\u011finde, Banka\u2019n\u0131n temkinli kalaca\u011f\u0131 y\u00f6n\u00fcndeki g\u00f6r\u00fc\u015f\u00fcm\u00fcz\u00fc g\u00fc\u00e7lendiriyor. Tarihsel olarak g\u00fc\u00e7l\u00fc konut aktivitesi, Banka\u2019n\u0131n yak\u0131ndan izledi\u011fi temel g\u00f6stergelerden biri olan hizmet enflasyonunu besleyebilir. Bu nedenle, yaz aylar\u0131nda faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131n azald\u0131\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n
Faiz t\u00fcrevleri i\u015flem yapanlar a\u00e7\u0131s\u0131ndan bu, piyasan\u0131n faizlerin sonbahar boyunca y\u00fcksek kalma olas\u0131l\u0131\u011f\u0131n\u0131 muhtemelen yeterince fiyatlamad\u0131\u011f\u0131 anlam\u0131na geliyor. SONIA vadeli i\u015flemlerinin yak\u0131n vadeli indirimleri fiyatlamadan \u00e7\u0131karmaya devam edecek \u015fekilde kaymas\u0131n\u0131 bekliyoruz. Yat\u0131r\u0131mc\u0131lar, bu \u201cdaha uzun s\u00fcre y\u00fcksek\u201d senaryosundan fayda sa\u011flayan stratejilerde de\u011fer bulabilir.<\/p>\n
D\u00f6viz piyasalar\u0131nda bu g\u00f6r\u00fcn\u00fcm, \u0130ngiliz Sterlini i\u00e7in sa\u011flam bir taban olu\u015fturmal\u0131. BoE\u2019nin faizleri sabit tutarken Avrupa Merkez Bankas\u0131 (ECB) gibi kurumlar\u0131n gev\u015femeye ba\u015flamas\u0131, sterlin lehine elveri\u015fli bir faiz fark\u0131 yarat\u0131r. \u00d6n\u00fcm\u00fczdeki haftalarda yukar\u0131 y\u00f6nl\u00fc potansiyel i\u00e7in GBP\/EUR paritesinde al\u0131m (call) opsiyonlar\u0131n\u0131n etkili bir pozisyonlanma arac\u0131 olabilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n
Bu ortam, belirli \u0130ngiltere hisse sekt\u00f6rleri i\u00e7in de destekleyici; \u00f6zellikle finansallar ve konut in\u015faat \u015firketleri \u00f6ne \u00e7\u0131k\u0131yor. \u0130stikrarl\u0131 bir konut piyasas\u0131, bankalar ve in\u015faat firmalar\u0131n\u0131n k\u00e2rl\u0131l\u0131k g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc g\u00fc\u00e7lendirir. Bu trendden faydalanmak i\u00e7in, \u0130ngiltere i\u00e7 ekonomisine daha duyarl\u0131 olan FTSE 250 vadeli i\u015flemlerinde y\u00fckseli\u015f y\u00f6nl\u00fc stratejilerin de\u011ferlendirilmesini \u00f6neriyoruz.<\/p>\n","protected":false},"excerpt":{"rendered":"
S\u00fcrpriz y\u00fckseli\u015f: \u0130ngiltere\u2019de Nisan mortgage onaylar\u0131 65,94 binle beklentiyi a\u015ft\u0131. Konut piyasas\u0131 diren\u00e7li, BoE\u2019nin yaz indirimi zorla\u015f\u0131yor; sterlin destek bulabilir, finansal ve in\u015faat hisseleri \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":47767,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-49259","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\/49259","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=49259"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/49259\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/47767"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=49259"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=49259"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=49259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}