Haber Akışı

Geoff Yu at BNY sees Brazil and Mexico operating in a more comfortable policy environment after the Fed decision, with anchored United States (US) front-end yields supporting emerging-market duration.

Güney Kore Merkez Bankası, altın rezervlerini güçlendirmek ve tedarik kaynaklarını çeşitlendirmek için yerli üreticilerden altın alımına başlayacağını açıkladı. Uluslararası piyasa fiyatları üzerinden gerçekleştirilecek alımlar için yeni bir işlem ve saklama sistemi oluşturuldu.

USD/CAD trades around 1.4040 on Monday at the time of writing, up 0.14% on the day as the Canadian Dollar (CAD) comes under pressure following a sharp decline in Oil prices.

Indian refiner Chennai Petroleum Corporation Limited plans to boost the crude oil refining capacity at its Manali refinery by a third to 280,000 barrels per day (bpd), the refiner said in its 2025/2026 report. Chennai Petroleum Corporation Limited (CPCL) is a subsidiary of the country's top state-co

Altında yaşanan sert dalgalanmaların ardından Deutsche Bank'tan dikkat çeken bir 'gerçek değer' tahmini geldi. Banka, kısa vadeli oynaklığa rağmen sarı metalin uzun vadede yükselişini sürdürdüğünü belirterek altının yıl sonunda göreceği rakamı açıkladı.

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.