Makro Haberleri

The Mexican Peso gains ground versus the US Dollar on Monday as risk appetite increases the carry-trade appeal of the emerging-market currency, while traders await the release of the Bank of Mexico (Banxico) monetary policy meeting late this week. The USD/MXN trades at 17.32, down 0.14%.

The US Dollar Index (DXY) stages a modest comeback on Monday as stronger-than-expected US manufacturing Purchasing Managers Index (PMI) data and uncertainty over US-Iran talks help the Greenback stabilize following last week’s sell-off, triggered by joint intervention from Washington and Tokyo to su

USD/CHF edges higher on Monday as softer Swiss inflation data and a modest recovery in the US Dollar (USD) weigh on the Swiss Franc (CHF). At the time of writing, the pair trades around 0.8109, up 0.38% on the day.

EUR/USD trades in a narrow range on Monday as traders await clarity on US-Iran negotiations, while signs of stabilization in the US Dollar following the recent intervention-led weakness cap the Euro’s upside.

Geoff Yu at BNY sees Brazil and Mexico operating in a more comfortable policy environment after the Fed decision, with anchored United States (US) front-end yields supporting emerging-market duration.

ING’s Chris Turner highlights rare joint US-Japan FX intervention, with Washington participating via the Fed and Japan using the FIMA repo facility to raise Dollars against Treasuries.

Nordea economists Kjetil Olsen and Sara Midtgaard expect Norges Bank to leave the policy rate at 4.25% at next week’s meeting. They highlight that June core inflation was well below the Bank’s projection and see July data remaining subdued.

Deutsche Bank strategists outlines a United States (US) macro backdrop where the Federal Reserve (Fed) held rates but three officials dissented for a hike, keeping inflation concerns alive. They expect two further 25bp increases this year and closely watch upcoming labour and activity data.

MUFG’s Lee Hardman notes that the Japanese Yen has strengthened as Japan and the US conducted joint intervention to counter recent volatility. He highlights planned use of the Federal Reserve’s FIMA Repo Facility, US euro-to-yen reallocations, and Japan’s sizeable FX reserves.

HSBC strategists note that the Federal Reserve (Fed) left policy rates unchanged in July, with markets now assigning a two-thirds probability to a September hike.

Türkiye Futbol Federasyonu (TFF) Yönetim Kurulu, Süper Lig sezonlarının Türk futboluna unutulmaz katkılarda bulunan teknik direktör ve eski milli futbolcuların anısını yaşatmak amacıyla isimlendirilmesi uygulaması kapsamında 2026-27 sezonuna Adnan Süvari isminin verildiğini duyurdu.

Hazine ve Maliye Bakanı Mehmet Şimşek temmuz ayı enflasyon verilerinin ardından yaptığı değerlendirmede, uygulanan politikalar sayesinde hizmet enflasyonunda katılığın azaldığını ve dezenflasyon sürecinin devam ettiğini belirtti.

New York Fed Başkanı John Williams, enflasyonun yılın ikinci yarısında gerilemesini beklediğini söyledi. Ancak fiyat baskıları yüzde 2 hedefine yönelmezse faiz artırımının yeniden gündeme gelebileceği mesajını açıkça verdi.

The remarks from New York Federal Reserve (Fed) Bank President John Williams, in an interview with Reuters that took place on Friday and was released during the European trading session on Monday, signal that he was confident about inflation returning to the central bank’s 2% target.