Makro Haberleri

The US Dollar Index (DXY) fell sharply to the 99.60 level after climbing to a three-month high earlier in the session, as investors locked in profits despite the United States (USD) Core Producers Price Index (PPI) rising 0.4% MoM in May and holding at 4.9% YoY.

Fed verilerine göre ABD'de hanehalkı ve kâr amacı gütmeyen kuruluşların net varlığı yılın ilk çeyreğinde 183 trilyon dolara yükseldi.

Avrupa borsaları, Avrupa Merkez Bankası'nın (ECB) politika faizini artırma kararının ardından günü yükselişle tamamladı. Kapanışta gösterge endeksi Stoxx Europe 600 yüzde 0,61 değer kazanarak 621,97 puana çıktı.

Trump yönetimi, H-1B vize başvuruları için getirilen 100 bin dolarlık ücreti iptal eden federal mahkeme kararını temyize taşıyacağını açıkladı. Mahkeme, söz konusu düzenlemenin yasadışı bir vergi niteliği taşıdığına hükmetmişti.

USD/JPY struggles for direction on Thursday as fears of intervention by Japanese authorities cap upside, even as the US Dollar (USD) strengthens amid renewed hostilities between the United States and Iran.

BNY’s Geoff Yu says Latin American currencies remain relatively resilient even as iFlow data show declining positions in high-yielders under a new Federal Reserve backdrop.

ING’s Min Joo Kang expects the Bank of Japan to deliver a 25bp rate hike in June, supported by resilient growth, negative real rates and upside inflation risks. Despite soft May inflation, underlying pressures and firm wages justify further normalisation.

Nomura analysts Josie Anderson, George Buckley, Andrzej Szczepaniak and David Seif expect the SNB to keep its policy rate at 0.00% at the 18 June meeting. They highlight low Swiss inflation, mixed activity data and ongoing Iran war uncertainty.

Nordea’s Jan von Gerich and Tuuli Koivu note that the European Central Bank (ECB) raised rates by 25bp and signalled readiness to tighten further as inflation stays above target.

ABD'de üretici enflasyonu mayıs ayında beklentilerin üzerinde artış gösterdi. Üretici Fiyat Endeksi (ÜFE) aylık bazda yüzde 1,1, yıllık bazda ise yüzde 6,5 yükselerek Kasım 2022'den bu yana en yüksek seviyesine ulaştı.

Christine Lagarde, President of the European Central Bank (ECB), explains the ECB's decision to raise key rates by 25 basis points at the June policy meeting and responds to questions from the press.

Deutsche Bank’s Sanjay Raja expects UK headline CPI to edge up to 3.01% year-on-year in May, with core CPI at 2.72% and Services CPI at 3.65%. The bank projects CPI to average 3.1% this year before easing to 2.6% next year and 2.3% in 2028, with risks to inflation seen skewed to the upside.