Makro Haberleri

Türkiye Cumhuriyet Merkez Bankası (TCMB) verilerine göre Türk lirası mevduat faizlerinde son haftalarda yaşanan gerileme hızlandı. 1-3 ay vadeli hesaplarda ortalama faiz yüzde 40 eşiğinin altına inerek mart ayından bu yana en düşük seviyesini gördü.

Commerzbank’s Michael Pfister notes that reduced expectations for Federal Reserve (Fed) tightening have helped EUR/USD climb, but questions how justified this move is.

EUR/JPY halts its three-day winning streak, trading around 182.50 during the early European hours on Friday. The currency cross is retaining a bearish near-term bias as spot holds below both the nine-period and 50-period Exponential Moving Averages (EMAs).

İsviçre Saat Endüstrisi Federasyonu'nun verilerine göre, küresel lüks saat ihracatı gerilerken Türkiye'ye yapılan ihracat artmaya devam etti. İsviçre'nin Türkiye'ye saat ihracatı 2024'ün ilk yarısında 145,2 milyon, 2025'in aynı döneminde 154,5 milyon, 2026'nın ilk yarısında ise 165,2 milyon İsviçre

Küresel piyasalar, Orta Doğu'da beklenen anlaşmanın gecikmesi ve Fed'in faiz politikasına ilişkin belirsizliklerle haftanın son işlem gününe temkinli başladı. Hürmüz Boğazı'na yönelik haberler petrol fiyatlarını yükseltirken tahvil faizleri de yukarı yönlü hareket etti. ABD, Avrupa ve Asya borsaları

USD/CHF extends its gains for the second successive day, trading around 0.8130 during the Asian hours on Friday. The currency pair appreciates as the US Dollar (USD) gains strength, driven by renewed safe-haven demand amid escalating Middle East tensions.

AUD/JPY halts its three-day winning streak, trading around 111.30 during the Asian hours on Friday. The currency cross depreciates as the Australian Dollar (AUD) loses ground, driven by a surge in global safe-haven demand.

The United States Dollar Index (DXY), which tracks the Greenback against a basket of currencies, consolidates during the Asian session on Friday as traders keenly await the release of the closely-watched US monthly jobs data.

EUR/USD extends its losses for the second consecutive day, trading around 1.1520 during the Asian hours on Friday. The currency pair faces downward pressure as the US Dollar (USD) gains strength, propelled by renewed safe-haven demand among global investors.

ING economists Deepali Bhargava and Lynn Song highlight a sharp 8% drop in USD/KRW earlier in the second quarter, driven by temporary flows such as Hynix ADR repatriation and National Pension Service hedging adjustments, alongside a hawkish Bank of Korea (BoK) hike.

The St. Louis Fed President, Alberto Musalem, stressed that “inflation is too high” and that it’s “critical” that monetary policy focuses on bringing down inflation.

The Mexican peso extends its rally to 10 straight days, gaining over 0.12% on Thursday after the Bank of Mexico (Banxico) left interest rates unchanged. At the time of writing, the USD/MXN exotic pair trades at 17.21, after reaching a daily high of 17.26.

NZD/USD trades lower near the 0.5900 level at the time of writing, with no New Zealand catalyst behind the move. The US Dollar Index (DXY) is up 0.26% near the 100.00 level, and the Kiwi is simply on the wrong side of it.

The US Dollar (USD) posted gains against every major currency on Thursday, with the US Dollar Index (DXY) up 0.26% near the 100.00 level as Oil rallied 3% on the reported Strait of Hormuz vessel ban, while Gold and Silver declined.

Financial Times'ın (FT) haberine göre, ABD Merkez Bankası (Fed) Başkanı Kevin Warsh, önümüzdeki dönemde açıklanacak enflasyon verilerinin beklentilerin üzerinde gelmesi halinde eylül ayında faiz artırımı seçeneğini masada tutuyor.