Haber Akışı

Commerzbank’s Barbara Lambrecht notes that since the Iran war began, Oil has been the main driver of Gold, via inflation and rate expectations. Gold briefly stabilized near USD 4,600 per ounce before slipping below USD 4,550 on stronger US data and higher Oil.

Rabobank’s Senior FX Strategist Jane Foley notes the US Dollar Index (DXY) is trading near key moving averages, with markets reluctant to extend USD longs despite renewed Middle East tensions.

OPEC’s second-largest producer, Iraq, is offering huge discounts of up to $33.40 per barrel off the official selling prices for its crude that has to move through the Strait of Hormuz. Iraq’s oil production and exports have been severely crippled due to the hostilities in the Middle East and the de

Bob Savage at BNY emphasizes that investors are using traffic through the Strait of Hormuz as a key gauge of energy risk, with ceasefire doubts keeping volatility high. A potential U.S.

Societe Generale’s commodity team notes that Brent prices rose nearly 4% on the day the UAE announced its exit from OPEC and OPEC+, as Hormuz-related tensions overshadowed what would normally be a bearish supply shock.

Brown Brothers Harriman’s (BBH) Elias Haddad notes that risk sentiment remains resilient even as US–Iran tensions flare, with Brent Oil easing and the US Dollar Index (DXY) consolidating below its 200‑day average.

Rabobank’s Senior FX Strategist Jane Foley expects interest rate differentials to support an upward bias in EUR/USD in the second half of the year, but sees Euro gains capped by Eurozone growth headwinds from the current supply shock.

AUD/USD trades around 0.7170 on Tuesday, remaining slightly on the back foot for a second consecutive day despite the monetary policy decision from the Reserve Bank of Australia (RBA).

BNY’s Bob Savage describes a fragile risk backdrop, with investors tracking the Strait of Hormuz as a key barometer for energy supply relief. Despite ceasefire doubts after Iran–U.S. exchanges, risk assets are firmer, Oil is lower, Gold higher and the Dollar bid.

TD Securities strategists Prashant Newnaha and Alex Loo highlight that the Reserve Bank of Australia (RBA) raised the cash rate to 4.35% with a dovish message, viewing risks to inflation and growth as more balanced.

Gold (XAU/USD) steadies on Tuesday but lacks upside momentum as higher-for-longer interest rate expectations rise following renewed escalation in the Middle East, which continues to fuel energy-driven inflation concerns.