The day's market developments, in one place
We combine news compiled from various sources with original commentary. It is not investment advice.
Oil Surpassing $90, Record Volume of Russian Gold Flowing to Hong Kong, and Critical Situation in US Reserves Stand Out
In global markets, oil prices rising above $90 and a record flow of Russian gold to Hong Kong stand out. At the same time, volatility in US mortgage rates and dividend developments in the real estate sector are being monitored.
Read newsletter →31 August 2026Oil Rises, Crypto and Precious Metals Decline Amid Market Movement Driven by US-Iran Tensions and Rate Hike Expectations
On August 31, 2026, rising interest rate hike expectations weighed on cryptocurrencies and precious metals, while steps taken by the US toward Iran drove up oil prices. Meanwhile, an arbitration decision regarding Gemini and the Nasdaq step of the Ripple-backed XRP fund came to the fore in the crypto world.
Read newsletter →30 August 2026Venezuela Oil Deal Debates, Rising Bond Yields, and Activity in the Crypto Market Shape the Global Financial Agenda
While the oil deal between the US and Venezuela draws reactions in domestic politics, rising bond yields following the US-Iran war are increasing the borrowing costs of G7 countries. In the defense sector, Boeing lands a massive aircraft order, while wallet recovery and new card projects come to the fore in the cryptocurrency market.
Read newsletter →29 August 2026As the probability of a rate hike rises following Fed Chair Warsh's Jackson Hole speech, disagreement with Trump becomes pronounced
Fed Chair Warsh expressing discomfort with inflation and pointing to a rate hike shifts expectations for the September decision, highlighting tension with the Trump administration and recent developments in global markets.
Read newsletter →28 August 2026As Markets Focus on Fed Chair Kevin Warsh’s Jackson Hole Speech, Precious Metals, Crypto Assets, and Loan Rates Move
On Friday, August 28, 2026, financial markets focused on the critical speech to be delivered by Fed Chair Kevin Warsh at the Jackson Hole meeting. Ahead of the speech, while gold traded sideways, silver prices rose, mortgage rates declined, and Bitcoin tested the $81,000 level.
Read newsletter →27 August 2026As Jackson Hole Symposium Begins, Fed Officials' Inflation Warning and US Growth Expectations Become Global Markets' Focus
As the Jackson Hole conference begins, Fed officials issue inflation warnings while global markets monitor US growth expectations and prominent corporate developments.
Read newsletter →27 August 2026Nvidia's 2028 outlook double analyst estimates, Bitcoin takes a breather on the threshold of 80,000 dollars
While Nvidia's 70% revenue growth forecast indicates that artificial intelligence spending is not slowing down, interest rate expectations in Australia are being rewritten and Meta agrees to a settlement of up to 18 billion dollars.
Read newsletter →26 August 2026As High Inflation Data Comes to the Fore in the US, Oil Prices Decline with Hormuz Talks, While Crypto and Silver Maintain Monthly Gains
While high US July inflation data coming in above expectations was followed in global markets, oil prices declined with the Strait of Hormuz talks between Iran and Oman. On the other hand, silver maintains its 17% monthly gain, while sharp rises stand out in the cryptocurrency market as of the end of August.
Read newsletter →26 August 2026As Gold and Bitcoin Reach Three-Month Highs Amid US Treasury and Fed Tensions, Crypto Volumes Double
On 25 August 2026, as tensions escalate between the US Department of the Treasury and the Fed around fighting inflation, gold and Bitcoin reached their highest levels in the last three months, while silver managed to stay above 68 dollars.
Read newsletter →25 August 2026Key Developments in Financial Markets Highlighted by Canada's Retaliatory Tariffs, Record Option Volume in Crypto Markets, and Global Trade Tensions
As global markets are shaped by retaliatory tariffs announced by Canada in response to the US and concerns over US government spending, strong activity stands out with record trading volumes in crypto assets and gold.
Read newsletter →25 August 2026As new US tariffs and sanction moves shape global markets, the strong rally series in crypto assets continues.
While the 50% tariffs imposed by the US on Canada and potential sanction statements regarding Iran impact global trade, cryptocurrency markets continue their strongest three-day rally since 2023. While a massive volume draws attention in gold options markets, Swiss exporters continue to remain under the pressure of the strong franc and tariffs.
Read newsletter →24 August 2026As the US 50 percent tariff decision on the Canadian automotive sector shook markets, the dollar rose and the Canadian dollar fell.
The US imposition of a 50 percent tariff on automobiles imported from Canada triggered volatility in FX and stock markets. Markets are also monitoring expectations of rising bond yields and the risks brought by the increasing use of artificial intelligence in the banking sector.
Read newsletter →24 August 2026Ahead of Fed Chair Warsh's Jackson Hole speech, markets focus on US debt burden and the gap in global AI investments
At a time of rising economic pressures, as Fed Chair Warsh prepares for his first Jackson Hole speech, US Treasury bond interventions and the AI investment gap between the US and Europe come to the fore. Additionally, the impact of potential drops in oil prices on 6,3% yield rates is being questioned.
Read newsletter →23 August 2026Canada's decision on dollar-for-dollar retaliatory tariffs targeting US products and rising mortgage rates stand out in markets.
Following the interruption of trade talks with the US, Canada announced that it will apply retaliatory tariffs, while mortgage rates in the real estate sector are seen to be rising. In crypto markets, Bitcoin's price volatility and purchasing methods remain on investors' agenda.
Read newsletter →23 August 2026In global markets where the US Treasury decision boosted gold and crypto, tensions between the US and Canada and purchases in chip funds attract attention.
The US Department of the Treasury's announcement that it will double its bond buybacks weakened the US dollar while boosting gold, bitcoin, and precious metals. On the other hand, trade tensions between Canada and the US and India's record Russian oil purchases stand out.
Read newsletter →22 August 2026US Treasury Secretary Scott Bessent's Bond Market Intervention Impacts Fed Policy While Developments in Ukraine Shape Global Agenda
While the US Department of the Treasury's intervention in bond markets overshadows the Fed's interest rate policy, mortgage rates and savings rates remain volatile. An attack on a shopping mall in Ukraine re-escalated geopolitical tensions.
Read newsletter →22 August 2026Gold, Crypto and Precious Metals Rise After US Treasury Buyback Announcement as Ray Dalio Warns Against Debt Crisis
While the US Treasury's debt buyback announcement increases activity in the markets, debt concerns support the rise in gold and cryptocurrencies. Famous investor Ray Dalio points to an approaching debt crisis, while on the European side, Germany stands out with developments in the cannabis market.
Read newsletter →21 August 2026As crypto assets and gold rise, the Dollar hovers near three-month lows and US-Canada trade talks continue
In global markets, Bitcoin and gold gained value while the Dollar declined due to Treasury buyback concerns and bond market interventions. On the other hand, trade negotiations between the US and Canada and Tesla's new moves stand out.
Read newsletter →21 August 2026As US Treasury Secretary Scott Bessent's plans to intervene in the bond market push bond yields higher, major developments are taking place in HSBC and crypto markets.
Despite US Treasury Secretary Scott Bessent's steps to calm the 32 trillion dollar bond market, bond yields climbed once again. While this volatility in the markets and political steps support crypto assets, on the European banking side, HSBC is conducting a large-scale downsizing process.
Read newsletter →20 August 2026As gold and silver rose with the Treasury announcement and Fed minutes, global equities fell and the dollar lost value against the euro.
Actions by the US Treasury Department and the FOMC minutes energized the gold, silver, and cryptocurrency markets while putting pressure on equities and the dollar. Developments in the retail and energy sectors indicate that uncertainties in global markets continue.
Read newsletter →20 August 2026As Fed minutes and global bond market activity take center stage, Middle East supply shortages drive up oil prices
While the Fed's July meeting minutes emphasized the need for interest rate hikes if inflation does not cool, the dollar rose alongside a decline in equities. On the energy side, supply cuts in the Middle East and rising tanker demand are driving oil prices higher.
Read newsletter →19 August 2026As US stock markets rise following Trump's delay of Canada tariffs and a recovery in the bond market, critical developments are being monitored in global markets.
While US President Trump's suspension of the 50% additional tariff on Canadian products and the recovery in the bond market pushed Wall Street indices higher, the US Department of the Treasury decided to double its long-term debt buybacks.
Read newsletter →19 August 2026Tariff compromise between the US and Canada, selling pressure in the global bond market and geopolitical risks are at the focus of global markets
While Donald Trump soothing trade tensions by reaching a compromise with Canada and suspending tariffs, rising bond yields continue to put pressure on equities. On the geopolitical side, Iran's potential retaliation plans and the impacts of artificial intelligence on employment maintain their place on the agenda.
Read newsletter →18 August 2026Dollar Traded Flat on Weak Data as Rising Bond Yields Weighed on US Indices and AI Crypto Miners
US Treasury bond ETFs fell to their lowest levels in two decades as rising borrowing costs and sell-offs in chip stocks weighed on global markets. Meanwhile, weakening US data kept the dollar flat as notable developments took place in the crypto and media sectors.
Read newsletter →18 August 2026As High Global Bond Yields Impact Crypto Markets, Giant Oil Companies Achieved Record Profits Amid the Ongoing War
As Bitcoin is tested by the highest bond yields in its history in global markets, energy giants generated billions of dollars in earnings in the shadow of regional tensions. In the technology sector, strategic moves by prominent investors and personal finance dynamics come to the fore.
Read newsletter →17 August 2026As US Stock Futures Remain Balanced, Latest Developments in Crypto, Gold and Silver Markets with OpenAI and Synchrony Collaboration
While investors on Wall Street are locked onto the Fed's interest rate decisions, US stock futures indices maintain their flat course. In addition to AI-powered payment partnerships, limited movements are occurring in commodity and cryptocurrency markets under the influence of weak economic data.
Read newsletter →17 August 2026Strong growth in the US economy accelerated by tariff refunds, balance sheets of retail giants, decline in oil demand, and the luxury consumption market come to the fore.
According to a leading economist, as the US economy reached a growth rate of %4,3, Walmart and Target balance sheets will reveal consumer health in the face of inflation. On the other hand, while the decline in global oil demand presses prices, AI billionaires are reshaping the luxury consumption market.
Read newsletter →16 August 2026As Russia's nuclear doctrine update rattles markets, Moody's places Boeing under review and AbbVie raises neuroscience sales outlook
As global stock markets fell due to geopolitical tensions and technical disruptions, Boeing faced the risk of a credit rating downgrade. Meanwhile, mortgage rates in the US declined on a weekly basis, while pharma giant AbbVie stood out with strong sales targets in neuroscience.
Read newsletter →16 August 2026Decline in US Jobless Claims, Banking Approval in the Crypto Sector, and Oil Shortage in Automotive Take Center Stage in Global Markets
While jobless claims in the US fell to their lowest level since mid-May, banking license approval was obtained for the Trump-backed crypto company World Liberty Financial. As automotive manufacturers turn to new blends to prevent a motor oil crisis, European companies are evaluating the financial consequences of extreme heat.
Read newsletter →15 August 2026Brent oil exceeding 100 dollars, Fed rate uncertainty, bullish expectations in gold, and rotation in technology stocks stand out in the markets.
While the barrel price of Brent oil crossing 100 dollars and the split structure of the Fed creating expectations of an interest rate hike animate markets, investors are following the bull market in gold and the capital rotation shifting from artificial intelligence to crypto stocks.
Read newsletter →15 August 2026Intervention pressure on the Yen rises and mortgage rates decline as divided Fed signals rate hike
While uncertainties and the divided outlook regarding the US Federal Reserve's interest rate decision raise rate hike expectations in the markets, the depreciation in the Yen brings the possibility of intervention to the agenda. During this period, mortgage rates declined after six weeks, while activity in the energy and deposit markets also continues.
Read newsletter →15 August 2026Precious Metals Rise on Softening Inflation Data While Cryptocurrencies Pull Back and Mortgage Rates See Movement
While the announced soft inflation data pushed gold and silver prices higher, the downward trend in cryptocurrency markets continues. US mortgage rates declined after a volatile week, while high-profile legal developments stand out on the corporate side.
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