{"id":51159,"date":"2026-07-17T16:29:07","date_gmt":"2026-07-17T16:29:07","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/abdde-insaat-ruhsatlari-haziranda-3-geriledi-faiz-indirimi-beklentileri-guclenirken-konut-insaatcilari-baski-altinda\/"},"modified":"2026-07-17T16:29:07","modified_gmt":"2026-07-17T16:29:07","slug":"abdde-insaat-ruhsatlari-haziranda-3-geriledi-faiz-indirimi-beklentileri-guclenirken-konut-insaatcilari-baski-altinda","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/abdde-insaat-ruhsatlari-haziranda-3-geriledi-faiz-indirimi-beklentileri-guclenirken-konut-insaatcilari-baski-altinda\/","title":{"rendered":"ABD\u2019de \u0130n\u015faat Ruhsatlar\u0131 Haziranda %3 Geriledi: Faiz \u0130ndirimi Beklentileri G\u00fc\u00e7lenirken Konut \u0130n\u015faat\u00e7\u0131lar\u0131 Bask\u0131 Alt\u0131nda"},"content":{"rendered":"

ABD\u2019de in\u015faat izinleri haziranda %3 darald\u0131; \u00f6nceki verideki %0,7\u2019lik d\u00fc\u015f\u00fc\u015fe k\u0131yasla gerileme h\u0131zland\u0131. Bu hareket, ay boyunca izin verilen in\u015faat faaliyetlerinde daha zay\u0131f bir tempoya i\u015faret ediyor.<\/p>\n

%-0,7\u2019den %-3\u2019e bozulma, konut ve ticari in\u015faat i\u00e7in kilit bir \u00f6nc\u00fc g\u00f6sterge olan izin hatt\u0131nda daha sert bir geri \u00e7ekilmeye i\u015faret ediyor. Haziran d\u00fc\u015f\u00fc\u015f\u00fc, \u00e7eyrek ilerledik\u00e7e izin hacimlerinin daha da s\u0131k\u0131la\u015ft\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n

Ekonomik Riskler Artarken \u0130n\u015faat \u0130zinleri Geriliyor<\/h3>\n

Haziran ay\u0131na ait ABD in\u015faat izinlerinin %3 geriledi\u011fini g\u00f6rd\u00fck; bu, bir \u00f6nceki aydaki %0,7\u2019lik d\u00fc\u015f\u00fc\u015fe g\u00f6re sert bir d\u00fc\u015f\u00fc\u015f. Beklentilerin \u00fczerinde gelen bu daralma, emlak geli\u015ftiricilerinin y\u00fcksek seyreden bor\u00e7lanma maliyetleri nedeniyle yeni projelerde h\u0131zla frene bast\u0131\u011f\u0131n\u0131 ortaya koyuyor. Bizce bu yava\u015flama, daha geni\u015f ekonominin ivme kaybetti\u011fine dair net bir uyar\u0131 sinyali.<\/p>\n

Tarihsel olarak, bu \u00f6l\u00e7ekteki sert in\u015faat izni d\u00fc\u015f\u00fc\u015f\u00fc, ekonomide so\u011fuman\u0131n \u00f6nc\u00fc g\u00f6stergelerinden biri olup \u00e7o\u011fu zaman Fed\u2019i faiz indirimine zorlayabiliyor. Bug\u00fcnk\u00fc verinin ard\u0131ndan, fed funds vadeli i\u015flemleri \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek sonuna kadar bir faiz indirimi olas\u0131l\u0131\u011f\u0131n\u0131 daha y\u00fcksek fiyatlamaya ba\u015flad\u0131. Yak\u0131n d\u00f6nemde %4,1 civar\u0131nda seyreden 10 y\u0131ll\u0131k ABD tahvil getirisinin, piyasan\u0131n bu zay\u0131fl\u0131\u011fa tepki vermesiyle a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 g\u00f6rmesini bekliyoruz.<\/p>\n

T\u00fcrev ve Hisse Senedi Yat\u0131r\u0131mc\u0131lar\u0131 \u0130\u00e7in Strateji<\/h3>\n

Bu ortamdan faydalanmak i\u00e7in, t\u00fcrev yat\u0131r\u0131mc\u0131lar\u0131na d\u00fc\u015fen getirilerden kazan\u00e7 sa\u011flamak amac\u0131yla TLT gibi uzun vadeli Hazine tahvili ETF\u2019lerinde al\u0131m (call) opsiyonu al\u0131nmas\u0131n\u0131 \u00f6neriyoruz. Hisse taraf\u0131nda ise, in\u015faat hisselerindeki olas\u0131 d\u00fc\u015f\u00fc\u015fe kar\u015f\u0131 korunmak i\u00e7in SPDR S&P Homebuilders ETF (XHB) \u00fczerinde sat\u0131m (put) opsiyonu almay\u0131 de\u011ferlendirmeliyiz. Bu basit opsiyon stratejileri, \u00f6n\u00fcm\u00fczdeki haftalarda potansiyel a\u015fa\u011f\u0131 y\u00f6nl\u00fc riski s\u0131n\u0131rlarken daha yumu\u015fak bir ekonomi senaryosuna pozisyon almay\u0131 sa\u011flar.<\/p>\n\n\n\n

Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"

ABD\u2019de in\u015faat izinleri haziranda %3 d\u00fc\u015ferek zay\u0131flama sinyali verdi: \u00f6nceki -%0,7\u2019den sert bozulma. Y\u00fcksek faizler projeleri frenliyor; Fed indirimi fiyatlan\u0131yor. Tahvil getirileri bask\u0131lanabilir. TLT call, XHB put stratejisi.<\/p>\n","protected":false},"author":87,"featured_media":50069,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51159","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\/51159","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=51159"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/51159\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/50069"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=51159"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=51159"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=51159"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}