Rightmove\u2019un Birle\u015fik Krall\u0131k Konut Fiyat Endeksi, eyl\u00fclde ayl\u0131k bazda %0,7 y\u00fckselerek bir \u00f6nceki d\u00f6nemdeki -%2\u2019lik okumay\u0131 tersine \u00e7evirdi. Bu hareket, \u00f6nceki d\u00fc\u015f\u00fc\u015f\u00fcn ard\u0131ndan ayl\u0131k fiyat art\u0131\u015flar\u0131na geri d\u00f6n\u00fc\u015fe i\u015faret ediyor.<\/p>\n
De\u011fi\u015fim, endeksi ayl\u0131k bazda daralmadan geni\u015flemeye ta\u015f\u0131yarak bir ay i\u00e7inde negatif b\u00f6lgeden pozitif b\u00f6lgeye ge\u00e7i\u015f anlam\u0131na geliyor. Man\u015fet verilerin yan\u0131nda daha ayr\u0131nt\u0131l\u0131 bir k\u0131r\u0131l\u0131m veya ek g\u00f6sterge payla\u015f\u0131lmad\u0131.<\/p>\n
Birle\u015fik Krall\u0131k\u2019ta eyl\u00fclde istenen (asking) konut fiyatlar\u0131n\u0131n %0,7\u2019ye s\u0131\u00e7ramas\u0131 ve bunun sert bir %2,0\u2019lik d\u00fc\u015f\u00fc\u015f\u00fc izlemesi, konut piyasas\u0131n\u0131n yeniden denge buldu\u011funu g\u00f6steriyor. T\u00fcrev piyasas\u0131 yat\u0131r\u0131mc\u0131lar\u0131n\u0131n Sterlin\u2019i (GBP) Euro kar\u015f\u0131s\u0131nda uzun (long) pozisyonla de\u011ferlendirmesi gerekti\u011fine inan\u0131yoruz; zira daha g\u00fc\u00e7l\u00fc bir emlak piyasas\u0131, \u0130ngiltere Merkez Bankas\u0131\u2019n\u0131n (BoE) faiz indirimine gitmesi y\u00f6n\u00fcndeki bask\u0131y\u0131 azalt\u0131r. Tarihsel olarak Rightmove verilerinde g\u00f6r\u00fclen pozitif y\u00f6nl\u00fc d\u00f6n\u00fc\u015fler, sterlini desteklerken k\u0131sa vadeli Birle\u015fik Krall\u0131k Gilt vadeli kontratlar\u0131 \u00fczerinde a\u015fa\u011f\u0131 y\u00f6nl\u00fc bask\u0131 yarat\u0131r.<\/p>\n
Ayr\u0131ca emlak sa\u011fl\u0131\u011f\u0131na y\u00fcksek duyarl\u0131l\u0131k g\u00f6steren, yurt i\u00e7i odakl\u0131 endekslerde (FTSE 250 gibi) y\u00fckseli\u015f y\u00f6nl\u00fc opsiyon stratejileri hedeflenmelidir. Piyasa duyarl\u0131l\u0131\u011f\u0131n\u0131n pozitife d\u00f6nmesiyle Taylor Wimpey ve Barratt Redrow gibi b\u00fcy\u00fck Birle\u015fik Krall\u0131k konut geli\u015ftiricilerinde al\u0131m (call) opsiyonu hacminde art\u0131\u015f g\u00f6r\u00fclmesi muhtemeldir. Bu g\u00f6r\u00fcn\u00fcm, ayl\u0131k ortalama 65 bin civar\u0131nda seyreden son mortgage onay verileriyle de uyumlu olup, temel al\u0131c\u0131 talebinin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n
Sabit getirili t\u00fcrevler taraf\u0131nda, daha temkinli bir BoE fiyatlamas\u0131na i\u015faret edecek \u015fekilde Sterling Overnight Index Average (SONIA) vadeli i\u015flemlerindeki pozisyonlar\u0131n ayarlanmas\u0131n\u0131 \u00f6neriyoruz. Enflasyon riskleri h\u00e2l\u00e2 g\u00fcndemdeyken, konuttaki bu toparlanma 2026\u2019n\u0131n son \u00e7eyre\u011finde h\u0131zl\u0131 faiz indirimlerini olduk\u00e7a d\u00fc\u015f\u00fck olas\u0131l\u0131kl\u0131 k\u0131l\u0131yor. Yat\u0131r\u0131mc\u0131lar, daha uzun s\u00fcre y\u00fcksek faiz ortam\u0131na kar\u015f\u0131 korunmak i\u00e7in yak\u0131n vadeli faiz indirimi fiyatlayan kontratlarda k\u0131sa (short) pozisyonla hedge etmeyi de\u011ferlendirmeli.<\/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":" Konut piyasas\u0131nda s\u00fcrpriz d\u00f6n\u00fc\u015f: Rightmove endeksi eyl\u00fclde %0,7 artt\u0131, -%2\u2019lik d\u00fc\u015f\u00fc\u015f\u00fc sildi. GBP\/EUR long \u00f6ne \u00e7\u0131k\u0131yor; BoE indirim bask\u0131s\u0131 azal\u0131r. Gilt bask\u0131 g\u00f6r\u00fcr, FTSE 250 ve konut\u00e7ularda call ilgisi artar.<\/p>\n","protected":false},"author":87,"featured_media":50045,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-68612","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t