USA
ABD Başkanı Donald Trump’ın tarifelere ilişkin yeni açıklamaları ön planda kalmaya devam ederken, makroekonomik veri tarafında akış sakindi. Trump, Rusya’dan petrol alımına devam etmesi nedeniyle Hindistan’a %25 ek vergi uygulanacağını açıkladı. Benzer şekilde, Çin’e de yeni tarifeler getirebileceğini söyledi. Trump, bu kararın ilerleyen gelişmelere bağlı olarak alınabileceğini belirtti. Çin Dışişleri Bakanı Vang Yi, ülkesinin, ABD Başkanı Donald Trump’ın tarifelerle tehdit ettiği Brezilya ile işbirliğini artırmaya niyetli olduğunu bildirdi. Minneapolis Fed Başkanı Neel Kashkari, yıl sonuna kadar iki çeyrek puanlık faiz indiriminin kendisine makul geldiğini söyledi. San Francisco Fed Başkanı Mary Daly, yavaşlayan işgücü piyasası ve gümrük vergilerinin enflasyon için yalnızca kısa vadeli bir tehdit oluşturduğu değerlendirmesi nedeniyle, ABD merkez bankasının yakında faiz oranlarını düşürmesi gerekeceğine inandığını söyledi. ABD Başkanı Donald Trump, ithal çip ve yarı iletkenlere yaklaşık yüzde 100 oranında gümrük vergisi getireceklerini belirtti. İthal çiplere ve yarı iletkenlere yaklaşık yüzde 100 oranında gümrük vergisi getireceklerini belirten Trump, söz konusu tarifenin ABD’de üretim taahhüdünde bulunan şirketler için geçerli olmayacağını aktardı. Bugün ABD’de işsizlik maaşı başvurularının açıklanması bekleniyor.

 

Europe
Retail sales in the Eurozone increased by 0.3% month-over-month and 3.1% year-over-year in June. Factory orders in Germany, Europe's largest economy, fell by 1% month-over-month in June. The German Ministry of Economics stated that geopolitical uncertainty was a contributing factor to the decline in orders. It was also announced that the country is preparing to establish a €100 billion investment fund called Deutschlandfonds to secure strategic sectors such as defense, energy, and critical raw materials. Today, on the European front, German industrial production, the foreign trade balance, the Bank of England meeting, and the messages delivered afterward will be important.

 

Türkiye
We've just left behind a day marked by a calm data flow. Treasury and Finance Minister Mehmet Şimşek answered Returs' questions. Şimşek stated, "We maintain our year-end inflation forecast. The necessary conditions for a disinflation process are largely in place." Şimşek stated that economic growth could be slightly below the Common Term Program target of %4, indicating a temporary slowdown rather than a sharp decline. Meanwhile, a $600 million, five-year murabaha financing agreement was signed between the consortium of banks from Kuwait Finance House (KFH), Kuwait's first Islamic bank, and the Türkiye Wealth Fund.

 

EUR/USD
Retail sales in the Eurozone increased by 0.3% month-on-month and 3.1% year-on-year in June. Germany, Europe's largest economy,
Orders decreased by %1 month-over-month in June. On the US front, new statements from US President Donald Trump regarding tariffs and statements from Fed officials were followed.
Fed yetkilileri yıl sonuna kadar iki faiz indirimi beklediğini ifade ederken, Trump çip ithalatına yaklaşık %100 oranında gümrük vergisi uygulayacaklarını açıkladı. Ayrıca Hindistan’ın
Rus petrolü satın alması nedeniyle uygulamaya konulan %25’lik ek gümrük vergilerine benzer şekilde, Çin’e de yeni tarifeler getirebileceğini söyledi. Paritede 1,1696 – 1,1734 ve
Resistance levels are 1.1770, while support levels to watch are 1.1630 – 1.1592 and 1.1526. Intraday technical levels include:
Supports: 1.1630 – 1.1592 – 1.1526
Resistances: 1.1696 – 1.1734 – 1.1800

 

GBP/USD
The GBP/USD parity, which saw increases in the first half of the year due to the global weakening of the dollar, saw corrections in the second half of July.
In the past few days, it was observed that the 100-day exponential average (1.3318), which acts as a strong resistance in the parity where a fluctuating course was followed, was exceeded by yesterday's purchases.
As long as the price remains above average, the technical upward trend can be expected to continue. However, today's Bank of England (BoE) meeting will increase volatility in the pair.
The BoE is expected to cut interest rates by 25 basis points, and BoE Governor Bailey's statements will be closely watched. Intraday technical levels:
Supports: 1.3330 – 1.3250 – 1.3215
Resistances: 1.3390 – 1.3420 – 1.3450

 

XAU/USD
Gold price fluctuated between 3.358$ and 3.385$ yesterday, closing the day flat around 3.371$. US President D. Trump has warned India, which continues to buy oil from Russia.
%25 ek gümrük vergisi getirildiğini açıkladı. Minneapolis Fed Başkanı Kashkari, yıl sonuna kadar iki çeyrek puanlık faiz indiriminin makul olacağını bildirirken, piyasa Fed’den temmuz
ayında %94 üzeri olasılıkla çeyrek puanlık faiz indirimi bekliyor. Bugün ABD’de haftalık işsizlik maaşı başvurular takip edilecek. Genel görünümde sarı metalde 3.500$ ile 3.121$
The indecisive outlook continues within the range. Intraday technical levels are;
Supports: 3356 – 3343 – 3329
Resistances: 3383 – 3398 – 3410

 

XAG/USD
While increases in precious commodities have been observed in recent days as expectations of interest rate cuts from the Fed have gained strength, the buying momentum has decreased somewhat as of yesterday.
It is being monitored to slow down. Silver prices are testing $38.00 per ounce this morning with a slightly bullish trend. We are monitoring the 38.00 level as a strong resistance.
If the price can maintain its upward trend, the levels of 38.25 - 38.50 can be followed as resistance levels in silver, where the upward trend can continue its effect. If the price can maintain its upward trend, the levels of 38.00 can be followed as resistance levels.
If the price cannot be maintained and corrections are observed, pullbacks towards the 37.46 - 37.00 levels may be on the agenda. Intraday technical levels;
Supports: 37.60 – 37.46 – 37.00
Resistances: 38.12 – 38.30 – 38.50

 

Brent Crude Oil
The US Energy Information Administration reported a decrease in crude oil inventories by 3,029,000 barrels, while the change in gasoline inventories decreased by 1,323,000 barrels.
kaydetti. ABD Başkanı D. Trump, Rusya’dan petrol alımına devam eden Hindistan’a %25 ek gümrük vergisi getirildiğini açıkladı. Petrol arzı tarafında Rusya –
The results of the Ukraine negotiations are important, and leading economic data on demand growth are being closely watched in the markets. Brent crude oil
Following recent declines, prices are showing a rebound today. Brent crude futures intraday technical levels are as follows:
Supports: 65.60 – 64.42 – 62.65
Resistances: 68.55 – 70.33 – 71.50

 

Crude Oil / WTI
The US Energy Information Administration reported a decrease in crude oil inventories by 3,029,000 barrels, while the change in gasoline inventories decreased by 1,323,000 barrels.
kaydetti. ABD Başkanı D. Trump, Rusya’dan petrol alımına devam eden Hindistan’a %25 ek gümrük vergisi getirildiğini açıkladı. Petrol arzı tarafında Rusya –
The results of the Ukraine negotiations are important, and leading economic data on demand growth are being closely watched in the markets. Brent crude oil
Following recent declines, prices are showing a rebound today. Crude oil futures intraday technical levels are as follows:
Supports: 63.03 – 61.79 – 59.95
Resistances: 66.10 – 67.94 – 69.18

 

Nasdaq (Near Term)
San Francisco Fed President Mary Daly stated that the US Federal Reserve will need to cut interest rates in the coming months, while Minneapolis Fed President Neel Kashkari also said that the US Federal Reserve will need to cut interest rates in the coming months.
He said a two-quarter-point interest rate cut by the end of the year seemed reasonable to him. US President Donald Trump imposed tariffs of nearly 100 percent on chip imports.
announced that they will implement it. Dow Jones %0.18, S&P 500 %0.73 and Nasdaq %1.21 rose. Technically, the Nasdaq index futures contract is expected to stay above 23,345.
Its protection is important for the continuity of upward attempts. In this case, the 23,550 - 23,700 area can be tested again. Below 23,345, the 23,000 - 22,750 area
can be followed as support. As intraday technical levels;
Supports: 23,155 – 22,900 – 22,750
Resistances: 23,550 – 23,695 – 23,950

 

Dow Jones (Near Term)
Maintaining the Dow Jones index above 44,000 in the short term is important for the continuation of the increases.
The 44,600 - 44,850 region remains a strong resistance level. If the 44,150 - 44,000 region is broken during the pullbacks, the selling trend will re-emerge.
may come to the fore. At this point, pullbacks towards the 43,800 region may be on the agenda. As intraday technical levels;
Supports: 44.130 – 43.950- 43.770
Resistances: 44,480 – 44,650 – 44,850

 

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