USA
ABD Merkez Bankası (Fed) beklendiği üzere faiz oranlarını sabit tuttu. Başkan Jerome Powell, faiz indirimlerini düşünmek için henüz erken olduğunu yineledi ve gevşemenin ne zaman başlayacağı konusunda net bir sinyal vermedi. Bu açıklamalar üzerine piyasalar bu yıl için faiz indirimi beklentilerini azalttı; artık Aralık ayına kadar yalnızca 35 baz puanlık bir indirim fiyatlanıyor. ABD 10 yıllık ABD Hazine tahvili faizi Perşembe günü %4,36 civarında seyretti ve haftanın başındaki dalgalı hareketlerin ardından istikrar kazandı. Yatırımcılar ayrıca ikinci çeyrekteki güçlü GSYH büyümesi ve özel sektördeki sağlam istihdam artışı gibi beklentileri aşan ekonomik  verileri de değerlendirdi. Şimdi gözler Perşembe günü açıklanacak olan PCE enflasyonu ve işsizlik başvuruları verilerine, ardından da Cuma günkü Temmuz ayı istihdam raporuna çevrildi. Öte yandan tarife gündemi son hızıyla devam ediyor. ABD Başkanı Donald Trump, Hindistan’ın ABD’ye yaptığı ihracata %25 gümrük vergisi getirdiğini açıkladı ve Hindistan’ın Rusya ile enerji ilişkileri nedeniyle daha fazla yaptırım uygulanabileceğini ima etti. Bu hamle, Trump’ın 1 Ağustos’ta birçok ticaret ortağına yeni gümrük tarifeleri uygulama süresinden önce geldi ve Hindistan’ın, %15–20 oranında daha uygun vergiler alan diğer Asya ülkeleri gibi ayrıcalıklı şartlara kavuşma umutlarını sona erdirdi.

 

Eurozone
European stock markets are expected to open positively on Thursday. Investors are bracing for a new wave of corporate earnings. Major companies reporting earnings include Shell, Unilever, BMW, Renault, Société Générale, and Crédit Agricole. On the macroeconomic front, focus will be on inflation data from Germany, France, and Italy, as well as unemployment figures for Germany and the European Union overall. Meanwhile, global trade developments remain a hot topic after the US finalized its tariff agreement with South Korea and imposed heavy tariffs on Brazil and India. In the futures market, the Euro Stoxx 50 index rose %0.2, while the Stoxx 600 index rose %0.3.

 

Türkiye
The US economy grew by %3 on an annualized basis in the second quarter, exceeding expectations. ADP private sector employment also exceeded expectations at 104,000. The US Federal Reserve (Fed) kept its policy rate steady at %4.25-4.50, in line with expectations. Fed Chair J. Powell stated that current monetary policy has the capacity to respond to economic risks in a timely manner and that inflation remains slightly above target. While the dollar index gained momentum following US data and Fed Chair J. Powell's statements, the impact on the exchange rate was limited. The Central Bank of the Republic of Turkey (CBRT) Monetary Policy Committee Meeting Summary will be on the agenda today, while the core PCE data, which the Fed monitors as its favorite inflation indicator, will be on the agenda in the US.

 

EUR/USD
The euro continued its decline to $1.14, its lowest level since mid-June, under pressure from a stronger dollar as investors reacted to the Fed's latest policy decision. Technically, we are monitoring the pair's short-term price level at 1.1457. A drop below the 20-50 EMA suggests increasing selling pressure. A break below 1.1457 could lead to further declines towards the 1.1342 support level.
Supports: 1.1342 – 1.1285 – 1.1170
Resistances: 1.1515 – 1.1630 – 1.1687

 

GBP/USD
Technically, we are monitoring the GBP/USD pair at 1.3282. For positive expectations, it may be necessary to see stability above this level. Below 1.3282, we are looking at 1.3180 – 1.3124.
levels can be followed as support. As intraday technical levels;
Supports: 1.3180 – 1.3124 – 1.3022
Resistances: 1.3337 – 1.3440 – 1.3495

 

XAU/USD
Gold rose above $3,300 an ounce on Thursday, recovering from a drop of more than $%1 in the previous session to a four-week low.
Movements may ease towards the 3250-3226 levels. It may be necessary to see stability above the 3292 level for the upward trend to come to the fore again.
as technical levels;
Supports: 3250 – 3326 – 3184
Resistors: 3316 – 3358 – 3382

 

XAG/USD
We are technically monitoring the 37.37 level for silver. A break above this level may be necessary for bullish expectations. Resistance levels of 37.97 - 38.84 are expected on the rise.
Intraday technical levels can be followed as follows:
Supports: 36.51 – 35.91 – 35.04
Resistances: 37.97 – 38.84 – 39.43

 

Brent Crude Oil
Brent crude futures traded around $72 a barrel on Thursday, near a six-week high amid growing concerns about tightening global supply.
We are technically monitoring the 72.13 level for oil. The rise above this level is expected to continue. In case of potential declines, we will monitor the 71.45 - 70.23 levels as support.
Intraday technical levels can be listed as follows:
Supports: 71.45 – 70.23 – 69.54
Resistances: 73.35 – 74.04 – 75.26

 

Crude Oil (WTI)
Technically, we are monitoring the 69.73 level for crude oil. A recovery above this level could target levels of 71.03-71.78.
In case of sales below the resistance level, the levels 68.98 - 67.68 can be followed as support. As intraday technical levels;
Supports: 68.98 – 67.68 – 66.93
Resistances: 71.03 – 71.78 – 73.08

 

Nasdaq (Near Term)
We are technically monitoring the 23568 level for the Nasdaq index futures contract. We are monitoring persistent price action above this level to ensure the index continues its upward trend.
In case of possible corrections in the Nasdaq, the levels 23568-23449 can be monitored as support. As intraday technical levels;
Supports: 23778 – 23568 – 23449
Resistors: 23897 – 24108 – 24400

 

Dow Jones (Near Term)
We are technically monitoring the DJ index at 44662 in the short term. A strong close above that level may be necessary for the rise to continue. Possible
If the pressure continues below 44662 in the declines, the levels 44417 - 44172 can be monitored as support. Intraday technical levels
aspect;
Supports: 44662 – 44417 – 44172
Resistors: 44906 – 45151 – 45396

 

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