Haber Akışı

Commerzbank’s Tatha Ghose reports that the Czech National Bank (CNB) kept its policy rate at 3.75% and returned to a wait-and-see stance after June’s 25bp hike, despite still citing upside inflation risks.

China’s crude oil imports reversed an earlier decline, rising by 22% from June to an average daily of 8.45 million barrels, or a total of 35.73 million tons, Bloomberg reported today, citing customs data. China slashed its total crude oil imports to a decade low in June, culminating three months of

EUR/CAD gains ground after two days of losses, trading around 1.6160 during the European hours on Friday. The currency cross maintains its strength as the Euro (EUR) holds its ground following the latest data release from Destatis.

Orta Doğu'da tansiyonun düşmesiyle Avrupa'da doğal gaz fiyatları son haftalarda gerilese de depolardaki düşük doluluk oranı ve LNG arzına ilişkin belirsizlikler fiyatlar üzerinde baskı yaratmaya devam ediyor.

Türkiye Cumhuriyet Merkez Bankası (TCMB) verilerine göre Türk lirası mevduat faizlerinde son haftalarda yaşanan gerileme hızlandı. 1-3 ay vadeli hesaplarda ortalama faiz yüzde 40 eşiğinin altına inerek mart ayından bu yana en düşük seviyesini gördü.

Silver (XAG/USD) resumes its near-term bullish trend on Friday, after a brief hesitation on Thursday, reaching fresh six-week highs at $63.90, although it is still due to confirm the break of the resistance area at $63.30.

ING’s Warren Patterson and Ewa Manthey report Copper trading comfortably above $14,000/t, close to record highs, supported by tariff-related stockpiling into the US and tight physical markets elsewhere. They flag low inventories, constrained mine supply and ongoing disruptions as key supports.

Commerzbank’s Michael Pfister notes that reduced expectations for Federal Reserve (Fed) tightening have helped EUR/USD climb, but questions how justified this move is.

EUR/JPY halts its three-day winning streak, trading around 182.50 during the early European hours on Friday. The currency cross is retaining a bearish near-term bias as spot holds below both the nine-period and 50-period Exponential Moving Averages (EMAs).

Danske Research Team reports equities closed lower in a 2026-style risk-off session driven by sentiment rather than macro or earnings. Higher Oil prices weighed, but the key feature was pronounced rotation from cyclicals into defensives such as energy, consumer staples and health care.

İsviçre Saat Endüstrisi Federasyonu'nun verilerine göre, küresel lüks saat ihracatı gerilerken Türkiye'ye yapılan ihracat artmaya devam etti. İsviçre'nin Türkiye'ye saat ihracatı 2024'ün ilk yarısında 145,2 milyon, 2025'in aynı döneminde 154,5 milyon, 2026'nın ilk yarısında ise 165,2 milyon İsviçre

ING analysts Warren Patterson and Ewa Manthey note renewed strength in Oil, with ICE Brent rallying back above $82/bbl as obstacles to a US-Iran deal persist. They highlight Iranian demands around the Strait of Hormuz and limited signs of compromise.

West Texas Intermediate (WTI), futures on NYMEX, extends Thursday’s recovery move slightly to near $77.80 during the day. The Oil price underperformed in the last two weeks on hopes of the Strait of Hormuz reopening, a critical chokepoint to almost 20% of global energy supply.

Küresel piyasalar, Orta Doğu'da beklenen anlaşmanın gecikmesi ve Fed'in faiz politikasına ilişkin belirsizliklerle haftanın son işlem gününe temkinli başladı. Hürmüz Boğazı'na yönelik haberler petrol fiyatlarını yükseltirken tahvil faizleri de yukarı yönlü hareket etti. ABD, Avrupa ve Asya borsaları

The Indian Rupee (INR) falls slightly against the US Dollar (USD) on Friday in the countdown to the United States (US) Nonfarm Payrolls (NFP) data for July at 06:00 PM IST or 12:30 GMT.