{"id":51264,"date":"2026-07-20T13:00:32","date_gmt":"2026-07-20T13:00:32","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/euro-bolgesinde-insaat-uretimi-mayista-buyume-hizini-artirdi-euro-ve-bolgesel-varliklara-destek-sagladi\/"},"modified":"2026-07-20T13:00:32","modified_gmt":"2026-07-20T13:00:32","slug":"euro-bolgesinde-insaat-uretimi-mayista-buyume-hizini-artirdi-euro-ve-bolgesel-varliklara-destek-sagladi","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/live-updates\/euro-bolgesinde-insaat-uretimi-mayista-buyume-hizini-artirdi-euro-ve-bolgesel-varliklara-destek-sagladi\/","title":{"rendered":"Euro B\u00f6lgesi\u2019nde in\u015faat \u00fcretimi May\u0131s\u2019ta b\u00fcy\u00fcme h\u0131z\u0131n\u0131 art\u0131rd\u0131; euro ve b\u00f6lgesel varl\u0131klara destek sa\u011flad\u0131"},"content":{"rendered":"

W.D.A.\u2019ya g\u00f6re, Euro B\u00f6lgesi in\u015faat \u00fcretimi May\u0131s ay\u0131nda y\u0131ll\u0131k bazda %1,2 artt\u0131; \u00f6nceki d\u00f6nemde bu oran %0,9 seviyesindeydi. B\u00f6ylece b\u00fcy\u00fcme h\u0131z\u0131, bir \u00f6nceki veriye k\u0131yasla g\u00fc\u00e7lenmi\u015f oldu.<\/p>\n

Son veriler, \u00f6nceki a\u00e7\u0131klamaya k\u0131yasla 0,3 puanl\u0131k bir h\u0131zlanmaya i\u015faret ediyor. B\u00fcltende daha fazla k\u0131r\u0131l\u0131m payla\u015f\u0131lmad\u0131.<\/p>\n

Euro B\u00f6lgesi Gayrimenkul Sekt\u00f6r\u00fcnde Toparlanma ve B\u00fcy\u00fcme G\u00f6r\u00fcn\u00fcm\u00fc<\/h3>\n

Euro B\u00f6lgesi\u2019nde in\u015faat \u00fcretiminin May\u0131s\u2019ta beklenmedik \u015fekilde %1,2\u2019ye y\u00fckselmesi, b\u00f6lgenin gayrimenkul sekt\u00f6r\u00fcn\u00fcn uzun s\u00fcren durgunlu\u011fun ard\u0131ndan nihayet toparlanma zemini buldu\u011funu g\u00f6steriyor. Bir \u00f6nceki ay\u0131n %0,9\u2019luk b\u00fcy\u00fcmesinden gelen bu ivmelenme, gayrimenkul kaynakl\u0131 bask\u0131n\u0131n en k\u00f6t\u00fcs\u00fcn\u00fcn geride kalm\u0131\u015f olabilece\u011fine i\u015faret ediyor. A\u011fustos ay\u0131na girerken, bu dayan\u0131kl\u0131l\u0131\u011f\u0131n Avrupa ekonomik b\u00fcy\u00fcmesine ili\u015fkin beklentileri yukar\u0131 y\u00f6nl\u00fc revize ettirebilece\u011fini d\u00fc\u015f\u00fcn\u00fcyoruz.<\/p>\n

T\u00fcrev \u0130\u015flemciler i\u00e7in Etkiler ve Yat\u0131r\u0131m Stratejileri<\/h3>\n

T\u00fcrev i\u015flemciler a\u00e7\u0131s\u0131ndan bu olumlu ekonomik momentum, k\u0131sa vadede daha g\u00fc\u00e7l\u00fc bir Euro\u2019ya i\u015faret ediyor. Avrupa\u2019da derin bir resesyon endi\u015feleri azald\u0131k\u00e7a EUR\/USD paritesinde yukar\u0131 y\u00f6nl\u00fc bask\u0131 g\u00f6rmeyi bekliyoruz. K\u0131sa vadeli Euro al\u0131m (call) opsiyonlar\u0131 sat\u0131n almak veya EUR\/USD vadeli i\u015flemlerinde uzun (long) pozisyon almak, \u00f6n\u00fcm\u00fczdeki haftalar i\u00e7in olduk\u00e7a uygulanabilir bir strateji olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n

Euro B\u00f6lgesi in\u015faat sekt\u00f6r\u00fcn\u00fcn son y\u0131llarda ciddi \u015fekilde darbe ald\u0131\u011f\u0131n\u0131 unutmamak gerekir; Almanya in\u015faat PMI\u2019\u0131 2023 sonlar\u0131nda 38,3 civar\u0131na inerek derin daralma b\u00f6lgesine gerilemi\u015fti. Mevcut %1,2\u2019lik toparlanma, ECB\u2019nin son faiz kararlar\u0131n\u0131n gecikmeli olumlu etkisini; bor\u00e7lanma maliyetleri hafifledik\u00e7e yans\u0131tmaya ba\u015flad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. Sanayi sekt\u00f6r\u00fcn\u00fcn dengelenmesiyle birlikte, Alman Bund\u2019u gibi Avrupa devlet tahvili getirilerinin destekli kalmas\u0131 muhtemel; bu da tahvil vadeli i\u015flemlerinde k\u0131sa (short) pozisyonlar\u0131 olduk\u00e7a cazip k\u0131l\u0131yor.<\/p>\n

Buna ek olarak, DAX ve CAC 40 gibi ba\u015fl\u0131ca Avrupa endekslerine ba\u011fl\u0131 hisse senedi t\u00fcrev \u00fcr\u00fcnleri yak\u0131ndan izlenmeli. Sipari\u015f defterleri kademeli olarak yeniden olu\u015furken, sanayi ve yap\u0131 malzemeleri hisselerinde al\u0131m (call) opsiyonlar\u0131 g\u00fc\u00e7l\u00fc getiri potansiyeli sunabilir. Bu makroekonomik d\u00f6n\u00fc\u015ften kaynaklanan k\u0131sa vadeli momentumu yakalamak i\u00e7in A\u011fustos vadeli kontratlara odaklan\u0131lmas\u0131n\u0131 \u00f6neriyoruz.<\/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":"

S\u00fcrpriz sinyal: Euro B\u00f6lgesi in\u015faat \u00fcretimi May\u0131s\u2019ta y\u0131ll\u0131k %1,2\u2019ye h\u0131zland\u0131. Gayrimenkulde toparlanma umudu art\u0131yor; Euro g\u00fc\u00e7lenebilir. T\u00fcrevde EUR\/USD long, tahvil short, endeks call stratejileri \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n","protected":false},"author":87,"featured_media":50009,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-51264","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\/51264","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=51264"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/51264\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/50009"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=51264"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=51264"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=51264"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}