Haber Akışı

ING’s Chris Turner notes that the US Dollar (USD) is benefiting from a hawkish Federal Reserve (Fed) narrative as markets price in a small amount of additional tightening for 2026. He highlights that high Oil prices and Gulf tensions are keeping short-dated US rates supported.

Danske Research Team underlines that escalating US–Iran tensions in the Strait of Hormuz are sustaining volatility in Oil markets. Brent crude trades over 110 USD/bbl, reflecting persistent supply concerns.

ING’s Chris Turner warns that higher natural gas prices could become a fresh headwind for the Euro (EUR). He reiterates ING’s view that 1.17 remains a fair level for EUR/USD under current assumptions for energy, policy and equities.

Dow Jones futures gain 0.24%, trading near 49,200 during the European hours on Tuesday, ahead of the United States (US) regular opening. Meanwhile, the S&P 500 rise 0.30% to near 7,250, and the Nasdaq 100 futures advance 0.48% above 27,900.

National Bank of Canada (NBC) strategists Stéfane Marion and Kyle Dahms note the Canadian Dollar (CAD) has rebounded sharply, with USD/CAD moving back toward 1.35 as higher Oil prices bolster Canada’s trade and fiscal outlook.

Commerzbank’s Volkmar Baur notes that the Reserve Bank of Australia (RBA) has raised rates for the third time this year to 4.35%, prioritizing inflation expectations and second‑round risks over softer March Consumer Price Index (CPI).

Californian retail fuel prices have hit $6.114 per gallon for the first time since 2023 amid the global supply crunch that has exposed the state’s vulnerabilities, notably its dependence on foreign oil supply. California sources close to a third of the crude oil it consumes from the Middle East. The

Deutsche Bank analysts report that the S&P 500 slipped from record highs as higher Oil prices and rising Treasury yields weighed on risk assets.

ING analysts Warren Patterson and Ewa Manthey note that ICE Brent has surged as renewed conflict in the Persian Gulf raises concerns over supply disruptions.

The AUD/USD pair declines to near 0.7145 during the early European trading hours on Tuesday. The Australian Dollar (AUD) remains weak despite a widely expected 25 basis point (bps) interest rate hike by the Reserve Bank of Australia (RBA).

EUR/JPY extends its losses for the second consecutive day, trading around 183.80 during the Asian hours on Tuesday. The currency cross weakens as the Japanese Yen (JPY) stabilizes against major peers amid cautious trading, following suspected intervention by Japanese authorities last week.