As new US tariffs and sanction moves shape global markets, the strong rally series in crypto assets continues.

In cryptocurrency markets, Bitcoin and Ethereum continued their rise by breaking out to the upside from their tight trading range. Following the largest three-day rally seen since 2023, crypto assets and related stocks gained value, while investors are focused on new clues from the Central Bank (Fed) this week.

On the global trade side, the new 50% tariffs put into effect by the US on Canadian products created a negative impact particularly on US automakers and homebuilders. Analysts state that although this situation creates sector-based pressure, its total effect on the overall US economy may remain limited. On the other hand, US tariffs and the strong Swiss franc are increasing the pressure on Swiss exporters who have focused on value-added manufacturing for many years.

In commodity markets, oil prices posted declines despite Bessent's promise of an "economic D-Day" statement targeting Iran. How potential new US sanctions will affect China, the largest buyer of Iranian crude oil, is being monitored as a key element of uncertainty in the market. On the gold side, the options market witnessed a massive transaction; twenty minutes after the market opened on Monday, approximately 116,000 call options expiring on September 18 with a strike price of 420 were sold in the SPDR Gold Shares ETF (GLD).

In corporate and legal developments, the US Supreme Court lifted the block on President Trump's executive order restricting mail-in voting authority with a new federal voter list. In the European technology market, French company ChapsVision continues its contacts with governments to challenge Palantir's position in the region and is competing for comprehensive defense and police tenders in Germany.

This content is for general information purposes and is not investment advice.