Makro Haberleri

The Bank of Mexico, also known as Banxico, held rates unchanged at 6.50% as expected by most analysts, unanimously, for the third consecutive meeting, after ending its easing cycle in May.

AUD/USD is down 0.36% for the day, but still above the 0.7000 region, giving back Wednesday's gains as the US Dollar (USD) firms across the board. The US Dollar Index (DXY) is up 0.28% near the 100.00 psychological level.

BNY’s Geoff Yu highlights that Mexican Peso (MXN) carry demand is surging ahead of Banxico’s decision, with MXN the best-bought currency on a weekly basis. However, weak volumes, deteriorating equity flows and only modest sovereign bond demand temper the story.

Commerzbank’s Tatha Ghose expects the Czech National Bank (CNB) to keep its policy rate at 3.75%, framing June’s hike as fine-tuning rather than a new cycle. With headline and core inflation still within target, CNB can wait but must avoid sounding dovish.

The Euro (EUR) trades marginally lower at around 1.1545 against the US Dollar (USD) during the European trading session on Friday. The major currency pair edges down as the US Dollar ticks up, while investors shift their focus to the United States (US) Nonfarm Payrolls (NFP) data release on Friday.

Brown Brothers Harriman’s Elias Haddad notes that the US Dollar (USD) has recovered part of its recent losses as concerns over the Federal Reserve’s (Fed) credibility ease, but sees limited scope for a sustained rebound.

Temmuz enflasyonun açıklanmasının ardından küresel finans devleri de dolar/TL'ye ilişkin beklentilerini peş peşe güncelledi. Bazı bankalar faiz indiriminin Türk lirasında değer kaybını hızlandırabileceği uyarısında bulunurken, bazıları ise TL'nin piyasanın beklediğinden daha güçlü bir performans ser

Yunanistan'da hayat pahalığı tartışmaları büyürken, yeni bir analiz düşük ücretlerin ve zayıf alım gücünün milyonlarca çalışanı zor durumda bıraktığını ortaya koydu. Araştırmaya göre nominal maaş artışları, enflasyon ve yaşam maliyetlerindeki yükselişi karşılamakta yetersiz kalıyor.

OCBC’s Christopher Wong and Sim Moh Siong note that softer US inflation and debate over the Fed’s reaction function have eroded US Dollar upside momentum, even as the Fed remains data dependent. Upcoming US employment data are seen as critical for policy direction.

Commerzbank’s Charlie Lay reports that the Reserve Bank of India kept the repo rate at 5.25% for a fourth meeting, maintaining a neutral stance. RBI sees recent inflation overshoot as supply-driven and trimmed its FY2026-2027 inflation forecast while lifting growth to 6.7%.

ING strategist Frantisek Taborsky says July Czech inflation at 1.7% year-on-year should have limited impact on the Czech National Bank (CNB) meeting. He expects rates to stay at 3.75%, with guidance leaning more dovish than markets.

Avrupa Merkez Bankası (ECB), yaklaşık 20 yıldır kullanılan euro banknotlarını yenilemek için süreci resmen başlattı. Güvenlik özelliklerinin güçlendirilmesi ve banknotların daha erişilebilir hale getirilmesi amacıyla hazırlanan 10 yeni tasarım kamuoyunun görüşüne sunulurken, nihai tasarımın yıl sonu

The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, is holding gains after two days of losses and trading around 99.80 during the European session on Thursday.