Haber Akışı

EUR/JPY trades on the back foot on Friday, easing away even as the Euro (EUR) posts solid gains against the US Dollar (USD). The Japanese currency surged suddenly near the start of the American session after a surprisingly weak United States (US) employment report.

Türkiye Halk Bankası AŞ (Halkbank), sermayesini yüzde 25 oranında artırma ve yeni ihraç edilecek payların halka arz edilmesine yönelik süreci başlatma kararı aldı. Bankanın çıkarılmış sermayesi, 7,18 milyar liradan 8,98 milyar liraya yükseltilecek.

The Mexican Peso capitalizes on a weaker US jobs report and soars versus the US Dollar as risk appetite improves and the US Dollar gets battered on speculation that the Federal Reserve might not raise rates in 2026. The USD/MXN trades at 17.18, after refreshing five-month lows at 17.09.

Chang Wei Liang at DBS Group Research notes that KRW is currently the best performing Asian currency, supported by strong semiconductor demand and reported FX intervention coordination between Korea, the US and Japan.

A1 Capital, 2026 yılının ilk yarısında Vergi Usul Kanunu (VUK) esaslarına göre 1 milyar 919 milyon lira vergi öncesi kâr elde etti. Şirket, Türkiye Finansal Raporlama Standartları'na (TFRS) göre ise değerleme ve enflasyon muhasebesi etkisiyle 1 milyar 683 milyon lira dönem zararı açıkladı.

EUR/USD edges higher on Friday, supported by a softer US Dollar (USD) as traders scale back Federal Reserve (Fed) rate-hike bets following a disappointing US Nonfarm Payrolls (NFP) report. At the time of writing, the pair trades around 1.1562, hovering near a seven-week high.

ABD'de federal temyiz mahkemesi, Trump yönetiminin, Kongre onayı olmadan, Beyaz Saray'da balo salonu inşa edemeyeceği yönünde karar verdi.

Borsa İstanbul'da işlem gören hisse senetleri haftalık bazda ortalama yüzde 2,39, altının gram fiyatı yüzde 8,29, dolar/TL yüzde 0,37 ve avro/TL yüzde 1,20 değer kazandı.

The New York Fed Survey of Consumer Expectations shows that households’ inflation expectations decreased slightly over the short-term horizon and remained unchanged at the medium and longer-term horizons. One-year inflation expectations eased from 3.7% in June to 3.6% in July

Norman Liebke at Commerzbank has revised Gas and German power price forecasts higher, citing tighter European storage, increased reliance on LNG and structural constraints on Qatari exports. The phase-out of Russian Gas from 2027 adds upside risk.

TD Securities strategists note that the US Dollar (USD) weakened after the disappointing July Payrolls report, but see limited downside against G10 currencies unless softer US inflation further reduces Fed hike expectations.

TD Securities strategists Ryan McKay and Bart Melek highlight that strong discretionary and Asian buying is supporting Gold, even as CTA (Commodity Trading Advisors) positioning has plateaued.

The US Dollar Index (DXY), which tracks the buck’s value against a basket of six currencies, is down 0.36%m at 99.58 following a weaker-than-expected US jobs report. The data has eased pressures on the Federal Reserve to hike rates, as inflation remains stubbornly above the Fed’s 2% goal.

ING’s Chief International Economist James Knightley notes that the weak July US jobs report has pushed market pricing away from a September Federal Reserve rate hike, with the Dollar softening and 2-year yields falling.