Makro Haberleri

Asya piyasalarında para birimleri sınırlı hareket ederken, dolar yedi haftanın en düşük seviyelerine yakın seyretti. Yatırımcılar, Hürmüz Boğazı'na ilişkin diplomatik temasları ve Fed'in faiz politikasına yön verebilecek ABD istihdam verilerini yakından takip ediyor.

Vergi, SGK primi, trafik cezası, MTV ve öğrenim kredisi borçları için yapılandırma başvurularında geri sayım başladı. Başvurular 31 Ağustos'ta sona erecek. Düzenleme kapsamında 72 aya varan taksit, yıllık yüzde 29 tecil faizi ve belirli şartlarda 10 puan indirim imkânı sunuluyor.

JPMorgan CEO'su Jamie Dimon, finans piyasalarında kaldıraç kullanımının tarihi yüksek seviyelerde olduğunu belirterek tek bir yatırımcı ya da fonun yaşadığı sorunun piyasalarda daha büyük dalgalanmalara yol açabileceğini belirtti. Hükümet harcamaları, altyapı yatırımları ve küresel silahlanmanın uzu

EUR/JPY depreciates after two days of gains, trading around 182.10 during the Asian hours on Thursday. The currency cross is maintaining a bearish near-term bias as it holds beneath both the nine-day and 50-day Exponential Moving Averages (EMAs).

The AUD/JPY cross trades in negative territory around 111.15 during the early European trading hours on Thursday. A coordinated currency intervention by the United States (US) and Japan provides some support to the Japanese Yen (JPY) against the Australian Dollar (AUD).

The Euro (EUR) trades broadly firm at around 1.1555 against the US Dollar (USD) during the Asian trading session on Thursday. The major currency pair reflects strength as the US Dollar is broadly under pressure due to deteriorating United States (US) employment conditions.

The US Dollar Index (DXY), which tracks the Greenback against a basket of currencies, trades with a negative bias for the third straight day and hovers around the 99.65 region during the Asian session on Thursday.

The USD/JPY pair trades in negative territory near 157.65 during the early Asian trading hours on Thursday. The Japanese Yen (JPY) strengthens against the US Dollar (USD) following a coordinated currency intervention by the United States (US) and Japan.

The GBP/USD pair is seen consolidating its gains recorded over the past two days and trading around the 1.3470 region during the Asian session on Thursday.

Federal Reserve (Fed) Bank of San Francisco President Mary Daly said on Thursday that tariffs have had a clear impact on inflation, though she pointed to early signs that effect is beginning to ease.

DBS Group Research economist Radhika Rao notes Indonesia’s onshore markets are focused on the appointment of a new Bank Indonesia Governor after Perry Warjiyo’s departure, with Acting Governor Destry Damayanti prioritising non-rate measures and IDR liquidity.

Fed Governor Lisa Cook said she supported leaving rates unchanged at the last Federal Open Market Committee (FOMC) meeting, as she awaits more data. She added that inflation risks outweigh job market risks, while reaffirming her full commitment to restoring price stability.

The Swiss Franc (CHF) strengthens against the US Dollar (USD) on Wednesday as weaker-than-expected US economic data pressures the Greenback, while traders closely follow efforts to reopen the Strait of Hormuz. At the time of writing, USD/CHF trades around 0.8078, down nearly 0.18% on the day.

The US Dollar Index (DXY), which tracks the performance of the US Dollar (USD) against a basket of six major currencies, trades modestly lower near 99.80 on Wednesday, shedding around 0.15% after a stagflationary batch of United States (US) data.

Ekonomistler bu yıl Fed'den 3 faiz artırımı beklerken kararın duyurulacağı tarih ve saat merak ediliyor. Ağustos ayında toplantı olup olmayacağı araştırılırken sıkça "Fed faiz kararı ne zaman, hangi tarihte açıklanıyor" sorusu geliyor.