Haber Akışı

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.

Rabobank's Senior Market Strategist Benjamin Picton discusses recurring Middle East tensions around the Strait of Hormuz and their impact on Oil and Brent.

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.

West Texas Intermediate (WTI), futures on NYMEX, trade 7.4% lower at around $78.50 during the European trading session on Monday. The Oil price holds onto its opening losses, driven by the announcement of a ceasefire 2.0 between the United States (US) and Iran.

Gold (XAU/USD) starts the week on a positive note, although buyers lack conviction as markets weigh conflicting US-Iran headlines and look ahead to US employment data for fresh clues on the Federal Reserve’s (Fed) policy outlook.

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.

India keeps buying a lot of Russian oil, with July imports hitting a new all-time high and accounting for more than half of total Indian crude oil imports. India’s crude oil imports from Russia rose to 2.8 million barrels per day (bpd) in July, up from the previous high of 2.7 million bpd in June, f

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.