Daily market summaries
Global stock markets, central bank decisions, and key economic calendar data — updated daily.
FXPARTNER Piyasa Özeti | 20.10.2026 Salı Öğleden Sonra Güncellemesi
Küresel piyasalarda yükselen petrol fiyatlarının enflasyon endişelerini artırmasıyla **ons altın** **4.123 dolar** seviyesine gerilerken, **dolar/TL** serbest piyasada **49,57 TL** seviyesinde seyrediyor.
Analizi oku →FXPARTNER Market Summary | 17.10.2026 Saturday Evening Update
As Goldman Sachs' oil forecasts and the TCMB rate survey stand out in the markets over the weekend, the United States 2-year bond yield declined to the 4.77% level.
Analizi oku →FXPARTNER Piyasa Özeti | 17.10.2026 Cumartesi Sabah Güncellemesi
**Brent petrol** jeopolitik risklerin etkisiyle **109,69 dolar** seviyesine tırmanırken, **ons altın** zayıflayan doların desteğiyle **4.198,20 dolar** seviyesine yükseldi.
Analizi oku →FXPARTNER Market Summary | 08.10.2026 Thursday Morning Update
The US 10-year Treasury yield rose to 5.365%, its highest level since April 2002. Spot gold closed around $4,111 on Wednesday and is trying to recover on Thursday morning; the US Dollar Index stands at 102.24.
Analizi oku →FXPARTNER Market Summary | 07.10.2026 Wednesday Midday Update
The US 10-year Treasury yield rose to around 5.32% and the 30-year yield stands at 5.70%. Spot gold is trading around $4,114, close to its two-month lows; markets are focused on today's 10-year note auction and the Fed minutes.
Analizi oku →FXPARTNER Market Summary | Tuesday 06.10.2026 Midday Update
The US 10-year Treasury yield is hovering around 5.32% and the US Dollar Index is near 102.20. Spot gold is trading below $4,150, close to two-month lows; markets are focused on the Fed minutes due tomorrow.
Analizi oku →FXPARTNER Market Summary | 02.10.2026 Friday Evening Update
US nonfarm payrolls rose by only 29 thousand in September, missing expectations, and the unemployment rate climbed to 4.2%. After the data, US Treasury yields declined and market pricing of a Fed rate hike in October fell as low as 12%.
Analizi oku →FXPARTNER Market Summary | Friday 02.10.2026 Morning Update
The US Dollar Index hit 102.20 on Thursday, its highest level since April 2025; markets have cut the probability of a Fed rate hike in October to about 28%. Spot gold is trading below $4,200 while US nonfarm payrolls (NFP) data is due during the day.
Analizi oku →FXPARTNER Market Summary | 30.09.2026 Wednesday Evening Update
In the United States, August PCE inflation came in at 3.4% year over year, below expectations (3.7%); core PCE was reported at 3.0% year over year, below the 3.3% expectation. Spot gold, meanwhile, is heading for a monthly decline.
Analizi oku →FXPARTNER Market Summary | 30.09.2026 Wednesday Morning Update
The US Consumer Confidence Index fell to 81.9, its lowest level since 2014, and JOLTS job openings dropped to 7.08 million; even so, inflation and debt supply concerns remain in the foreground. While the US 10-year bond yield stays near its highest levels in about twenty years, spot gold is testing around $4,180. The US PCE inflation data will be watched during the day.
Analizi oku →FXPARTNER Market Summary | 29.09.2026 Tuesday Evening Update
The US 10-year Treasury yield closed yesterday at 5.244%, its highest level since 2007, and markets are pricing roughly a 70% chance of another Fed rate hike in October. Under pressure from a strong dollar and rising yields, spot gold lost about 4% in the previous session and fell to just above $4,100, its lowest level in seven weeks. The US Consumer Confidence Index and JOLTS Job Openings data will be watched during the US session.
Analizi oku →FXPARTNER Market Summary | Tuesday, 29.09.2026 Midday Update
Ahead of Tuesday, oil price gains and selling pressure in the bond market stood out in global markets, while in Borsa Istanbul the BIST 100 index opened the day 0.61% lower at 12,516.00 points. Brent oil traded just below 100 dollars, while spot gold hovered around 4,119 dollars.
Analizi oku →FXPARTNER Market Summary | 28.09.2026 Monday Night Update
As Monday night approached, global markets focused on Istanbul Stock Exchange's BIST 100 index closing the day down 2.38% at 12,592.76 points. After US President Donald Trump rejected Iran's Strait of Hormuz proposal and talks stalled, oil prices continued to rise; Brent crude climbed 3.29% to $107.75, while US crude (WTI) approached the $95 level. Under pressure from a stronger dollar and rising bond yields, gold deepened its losses, falling to $4,124 in the evening hours. Against the same backdrop, major Wall Street indices started the week lower; the Dow Jones fell 0.7%, the S&P 500 fell 0.8% and the Nasdaq fell 0.9%.
Analizi oku →FXPARTNER Market Summary | 28.09.2026 Monday Evening Update
Toward Monday evening, the agenda in global markets was dominated by Turkey's BIST 100 index on the Istanbul Stock Exchange falling sharply under the weight of the fund crisis; the index fell in the afternoon to a day low of 12,457.34 points (3.42%) and traded down 3.20% at 12,486.84 points as of 15:00 (TSİ). The Capital Markets Board (SPK) announced that its September 17 liquidation decision for 131 investment funds belonging to TERA, PUSULA, HEDEF, ATLAS, A1, PARDUS and BULLS Portföy affected 455,758 individual investors; İşbank and Ziraat Bankası announced that the liquidation process would take six months. At the same time, oil prices kept rising; Brent crude climbed 2.46% to $106.89, while US crude (WTI) rose 2.30% to $94.54. Gold, meanwhile, fell 3.17% on the day to $4,149.19.
Analizi oku →FXPARTNER Market Summary | 28.09.2026 Monday Midday Update
Toward Monday midday, the agenda in global markets was dominated by gold starting the week with heavy selling; after US President Donald Trump rejected Iran's Strait of Hormuz proposal, rising oil prices fueled inflation concerns and strengthened expectations for a Fed rate hike in October. Gold fell intraday to $4,179.42, its lowest level since early August, then deepened its losses further to around $4,160 by 10:10 (TSİ); markets are now pricing in around a 68% probability of an October rate hike. Against this backdrop, Turkey's BIST 100 index on the Istanbul Stock Exchange opened the week down 1.62% at 12,689.87 points, while USD/TRY traded around 48.98 lira.
Analizi oku →FXPARTNER Market Summary | 28.09.2026 Monday Morning Update
Toward Monday morning, the agenda in global markets was dominated by oil prices starting the week higher after US President Donald Trump rejected Iran's Strait of Hormuz proposal; Brent crude rose above $106 a barrel, while US crude (WTI) climbed 1.83% to $94.10. As rising energy prices strengthened expectations for a Fed rate hike in October, the dollar index (DXY) traded around 101 points, near its roughly two-month high. Under pressure from a stronger dollar and rising bond yields, gold fell below the technically important $4,246 support to around $4,197, with the next support levels seen at $4,185 and $4,121. Meanwhile, the US 10-year Treasury yield rose to 5.21%, renewing its highest level since July 2007. Cleveland Fed President Beth Hammack said the rise in yields reflects a strong growth outlook, concerns over government debt and expectations of further rate hikes, noting that real rates have risen more than inflation expectations; markets are now pricing in around a 65% probability of an October rate hike.
Analizi oku →FXPARTNER Market Summary | September 27, 2026 Sunday Evening Update
Toward Sunday evening, global markets focused on US President Donald Trump directly announcing that he had rejected Iran's proposal to reopen the Strait of Hormuz within seven days; Trump told reporters that Iran wants to accept the offer immediately because it is losing the war badly. Iranian Foreign Minister Abbas Araghchi said that despite Trump's rejection, Tehran will not soften its demands that the US lift the blockade, release frozen assets and suspend oil sanctions in exchange for reopening the Strait of Hormuz, and that Washington has not yet given an official response via the Qatari and Pakistani mediators. After the UN General Assembly talks in New York failed to yield concrete progress, analysts are pointing to the US midterm elections in November as the process's next turning point.
Analizi oku →FXPARTNER Market Summary | September 26, 2026 Saturday Evening Update
Toward Saturday evening, global markets focused on the US 10-year Treasury yield climbing as high as 5.13% during the week, its highest level since July 2007; the rise accelerated after Fed Governor Michael Barr said, following the Fed's September rate hike, that additional rate increases may be needed for inflation to return to its 2% target on time. Barr described September's quarter-point increase as an "important action" while saying the committee had remained "out of position" on rates for a long time. Meanwhile, on the sidelines of the UN General Assembly, signals that the US and Iran were discussing a phased agreement to reopen the Strait of Hormuz rapidly unwound the geopolitical risk premium that had built up in oil prices for months; Brent crude fell 2.2% from its intraday peak of $107.17 to $104.16. Facing a stronger dollar and rising bond yields, gold retreated under pressure to the $4,285 level.
Analizi oku →FXPARTNER Market Summary | 26.09.2026 Saturday Afternoon Update
Heading into Saturday afternoon, global markets focused on US President Donald Trump sharing a map on his Truth Social account labeling the Strait of Hormuz as "Trump Strait"; the post came after reports that Trump rejected Iran's proposal to reopen the strait within seven days, and follows his earlier posts in August declaring the strait "new US territory" and claiming "total control" over it. Meanwhile, the Saudi-led coalition announced that in the early hours of Saturday morning it had shot down two ballistic missiles fired by the Iran-backed Houthis toward the southwestern city of Khamis Mushait, as well as two drones headed for the capital, Riyadh; the attacks were the latest in a series of escalating Houthi strikes following the collapse of the ceasefire in July. Separately, Iranian President Masoud Pezeshkian left New York after the UN General Assembly meetings; Tehran continues to await an official response from Washington regarding its proposal.
Analizi oku →FXPARTNER Market Summary | 26.09.2026 Saturday Update
On Saturday, global markets focused on a Wall Street Journal report claiming that US President Donald Trump rejected Iran's proposal to reopen the Strait of Hormuz within seven days and halt regional hostilities, telling aides he expects to resume a bombing campaign against Iran after the November midterm elections. Under the proposal Iran's Foreign Minister Abbas Araghchi conveyed to the US through Qatari mediation during the UN General Assembly meeting in New York, Tehran would reopen the Strait of Hormuz and halt fighting on all fronts, including Lebanon, in exchange for the US lifting its blockade on Iranian ports, releasing frozen assets and suspending oil sanctions. As Tehran awaited an official US response on Saturday, Reuters said it could not independently verify the Wall Street Journal report.
Analizi oku →FXPARTNER Market Summary | 25.09.2026 Friday End-of-Day Update
Toward the end of Friday's New York session, global markets' agenda was dominated by the University of Michigan's final September consumer sentiment index: the index edged up from the preliminary 47.8 to 48.1, while one-year inflation expectations rose to 4.6%, the highest since June, and five-year expectations climbed to 3.4%; consumers' perception of their current and year-ahead personal finances weakened by about 10% this month. The rising inflation expectations reinforced bets on an October Fed rate hike, while gold came under pressure: gold fell to around $4,270 an ounce, on track to close the week down more than 2%, its worst weekly performance in about four weeks. On the currency side, the dollar index (DXY) is set to close the week up more than 1%, while the euro, on track for its third straight weekly decline, approached a roughly two-month low near 1.1370, and sterling hovered around 1.3220 near a roughly three-month low, on track for its worst week in about four months.
Analizi oku →FXPARTNER Market Summary | 25.09.2026 Friday Night Update
Heading into Friday night, Wall Street closed the last trading day of the week mixed: the Dow Jones Industrial Average fell 0.31% (161.61 points) to close at 51,349.98, the S&P 500 dropped 0.02% to 7,704.13, while the Nasdaq Composite edged up 0.01% to 26,939.37; a pullback in oil prices helped halt the global bond selloff that had dominated much of the week on Friday. Meanwhile in Japan, the 10-year government bond (JGB) yield rose 8 basis points to 3.055%, its highest level since August 1996, while the 30-year yield climbed to 4.134% and the 5-year yield rose to a record 2.345%; the weakening yen pushed the dollar/yen pair toward the psychological 160 threshold, with the dollar sliding to 159.04 in Thursday's New York session, its weakest level since September 2. On the technology side, Oracle shares fell more than 3% on Thursday after the company sent a force majeure notice over its $165 billion Project Jupiter data center project in New Mexico; the development revived concerns about financing and debt-load risk in AI data center investment.
Analizi oku →FXPARTNER Market Summary | 25.09.2026 Friday Evening Update
Heading into Friday evening, global markets focused on the hawkish tone New York Fed President John Williams struck in London: Williams said it was reasonable to expect one more rate hike by year-end, noting that the Fed had moved past its era of forward guidance; according to CME FedWatch data, the probability of an October rate hike rose above 70%. Meanwhile, Brent crude fell back below $105 a barrel on Friday after Thursday's Houthi-attack-driven spike, pressured by reports that Gulf Cooperation Council member states would meet their Iranian counterparts in Oman on Monday to discuss a temporary arrangement for the Strait of Hormuz. The International Energy Agency, in its September report, projected that 2026 global oil demand would contract by 2.5 million barrels per day, the second-sharpest annual decline since Covid-19. The dollar index (DXY) touched a two-month high of 101.40 before easing back toward 101.00, while the euro traded at 1.1384 and the pound held above 1.3200.
Analizi oku →FXPARTNER Market Summary | 25.09.2026 Friday Morning Update
Toward Friday morning, the sharp rise in oil prices following the Houthi missile attack on Saudi Arabia stood out on global markets' agenda: Brent crude closed up 3.4% at $106.60 a barrel, while US-type crude oil (WTI) closed the session up 2.7% at $94.61; Brent climbed as high as $108.23 intraday. The emergence of the possibility of a phased reopening of the Strait of Hormuz in the US-Iran talks held in New York led to some of the gains being given back. Meanwhile, Wall Street closed Thursday mixed: the S&P 500 lost 0.06%, the Dow Jones Index lost 0.31%, while the Nasdaq 100 rose 0.03%; the US 10-year Treasury yield rose 8.9 basis points to 5.20%, its highest level since July 2007. While the dollar index (DXY) held near a nearly two-month high of 101.3, gold fell to around $4,264 an ounce.
Analizi oku →FXPARTNER Market Summary | 24.09.2026 Thursday Night Update
Toward Thursday night, US weekly jobless claims fell below market expectations to 197 thousand, pushing the dollar index (DXY) to around 101.30, its highest level in nearly two months. Meanwhile, European Central Bank (ECB) Executive Board member Isabel Schnabel announced that she will step down from her post effective 3 January 2027 due to a new role she will take on at the IMF; the development points to a broad shake-up at the top of the ECB, with President Christine Lagarde and Chief Economist Philip Lane also set to depart next year. Separately, the bilateral meeting between President Trump and Chinese President Xi Jinping at the White House, held as part of Xi's first visit to Washington in over a decade, ended without a joint statement; Xi will also be Trump's guest at a formal state dinner on Thursday evening.
Analizi oku →FXPARTNER Market Summary | 24.09.2026 Thursday Evening Update
Toward Thursday evening, global markets were dominated by a sharp rise in bond yields: the US 10-year Treasury yield climbed to 5.142%, its highest level since July 2007, while the 30-year Treasury yield reached 5.438%, a post-2004 peak, and the 2-year Treasury yield rose to 4.897%, its highest level since 2023. Under pressure from rising yields, on Wall Street the S&P 500 index lost 0.51%, the Dow Jones Index lost 0.32%, and the Nasdaq Composite Index lost 0.78%. Meanwhile, after Saudi Arabia brought its East-West Pipeline back online and the Iran-US talks at the UN General Assembly ended without a joint statement, Brent crude fell $4.77 per barrel to $96.84. Gold, meanwhile, fell $31.70 from its level at the start of the day to $4,254.3 per ounce.
Analizi oku →FXPARTNER Market Summary | 24.09.2026 Thursday Midday Update
US Treasury Secretary Scott Bessent announced, ahead of the summit as part of Chinese President Xi Jinping's official Washington visit, that the US-China trade truce due to expire in November has been extended to January 10; Bessent described this economic détente as the "Busan Agreement." The development came after an unscheduled meeting between Bessent and Chinese Vice Premier He Lifeng, and was announced simultaneously with Xi's landing in Washington. Meanwhile, as the effect of Wednesday's strong US PMI data persisted, the probability markets assign to an October FOMC rate hike jumped from 53% to roughly 70%, according to CME FedWatch data; under this pressure, gold fell to a one-week low near $4,275 an ounce, while the euro slipped against the dollar to near a two-month low around 1.1379.
Analizi oku →FXPARTNER Market Summary | 24.09.2026 Thursday Morning Update
Wall Street fell at Wednesday's New York close: the S&P 500 dropped 0.75% to 7,706.03 points, the Nasdaq Composite fell 1.13% to 26,936.04 points, and the Dow Jones Industrial Average lost 352.10 points (0.68%) to close at 51,511.59. Behind the decline was the 5-year US Treasury yield, which jumped 20 basis points to 5.03% on weak auction demand and strong US PMI data, crossing the 5% threshold for the first time since 2007 and surpassing the previous peak of 4.99% seen in 2023. With yields rising and the Fed's hawkish stance persisting, the dollar index (DXY) climbed to around 101.00, its highest level in roughly seven weeks, while CME data showed markets pricing in a 53% probability of a new rate hike in October. Oil prices, meanwhile, stayed above $100 amid supply concerns in the Persian Gulf region, pushing the Brent barrel price to $102.03 and keeping inflation pressures alive.
Analizi oku →FXPARTNER Market Summary | 23.09.2026 Wednesday Night Update
After the strong US S&P Global flash PMI data, inflation concerns were repriced and the 10-year US Treasury yield jumped 13 basis points to 5.10%, its highest level since 2007. Fed Governor Michael Barr, in remarks prepared for a housing conference in Chicago, said there was still more work to do even after last week's quarter-point rate hike, adding that further policy adjustments may be needed to bring inflation down to target in a timely fashion; the remarks strengthened market expectations of another rate hike at the October FOMC meeting. Under pressure from rising bond yields and oil prices, the Nasdaq Composite and the Russell 2000 index fell more than 1% on Wall Street. Markets are now focused on Thursday's summit between President Trump and Chinese President Xi Jinping, held as part of Xi's official visit to Washington; the talks are expected to cover artificial intelligence, tariffs, rare earth elements and the Iran war.
Analizi oku →FXPARTNER Market Summary | 23.09.2026 Wednesday Evening Update
The United States' September flash S&P Global PMI data came in well above expectations: the composite PMI rose from 56.0 in August to 58.4, while the manufacturing PMI climbed to 57.0, above the forecast of 53.6, and the services PMI rose to 58.7, above the forecast of 56.0; S&P Global Chief Business Economist Chris Williamson said output grew at its fastest pace in more than five years. The strong data and the Fed's hawkish stance pushed the Dollar Index (DXY) to its highest level since July 30, near 101.00, while the 10-year US Treasury yield rose above 5%. Gold, meanwhile, held near ounce levels of around $4,314, close to Wednesday afternoon's levels, under pressure from the strong dollar.
Analizi oku →FXPARTNER Market Summary | 23.09.2026 Wednesday Afternoon Update
The **dollar index (DXY)** extended its rise on Wednesday afternoon, driven by the **Fed**'s hawkish rhetoric, climbing to around **100.90** — its highest level in two months. Under this pressure, **gold** fell roughly **1%** on the day to around **$4,315** an ounce. Richmond Fed President Thomas Barkin said last week's rate hike would help restore price stability, though the supply shocks feeding inflation could take a while to fade, while Boston Fed President Susan Collins warned of an increased likelihood that inflation stays notably above the **2%** target and said one more rate hike is needed this year. According to **CME FedWatch** data, markets are pricing a **53.1%** probability of a rate hike at the October **Fed** meeting.
Analizi oku →FXPARTNER Market Summary | 23.09.2026 Wednesday Midday Update
The US Dollar Index (DXY) rose 0.15% on Wednesday midday to reach 100.70, driven by expectations the Fed will deliver at least one more rate hike this year; this marked its highest level in more than seven weeks. Under this pressure, gold fell 0.57% to $4,339.01 an ounce. Flash PMI data released in the eurozone came in above expectations, with the composite index rising to 53.1 from 52.0 in August. Brent crude fell below $100 to around $98 as Iran signaled it was ready to reopen the Strait of Hormuz and Saudi Arabia restarted its damaged pipeline, while the BIST 100 index closed Tuesday down 1.04% before falling a further 0.35% on Wednesday morning.
Analizi oku →FXPARTNER Market Summary | 23.09.2026 Wednesday Morning Update
Gold rebounded to around $4,360 an ounce on Wednesday morning after Tuesday's sharp decline, while the dollar index (DXY) held near its two-month high at 100.43. At home, the dollar/TL kept renewing its historic high as TCMB raised the dollar's effective selling rate to 48.8934 lira; in the free market, the rate traded in the 48.82-48.85 TL range. Meanwhile, Fed Vice Chair Philip Jefferson commented on discount window modernization at a Treasury market conference held at the New York Fed on Tuesday.
Analizi oku →FXPARTNER Market Summary | 22.09.2026 Tuesday Afternoon Update
Gold slid toward $4,300 an ounce on Tuesday as hawkish comments from Fed officials strengthened expectations of an additional rate hike, while the dollar index (DXY) traded around 100.40, nearing a seven-week high. Brent crude fell toward $100 a barrel on Monday, marking its fourth straight day of losses, after US President Donald Trump said he was open to meeting Iranian President Masoud Pezeshkian on the sidelines of the United Nations General Assembly. At home, the dollar/TL rate hit a fresh record high of 48.82 TL, while the BIST 100 index fell 0.76% on Tuesday morning to 13,236.57 points.
Analizi oku →FXPARTNER Market Summary | 18.09.2026 Friday Midday Update
The Bank of Japan (BoJ) raised its policy rate by 25 basis points to 1.25% in Friday's decision, marking the highest level since 1995. The decision was made in a 7-2 vote, with dissenters Toichiro Asada and Ayano Sato voting to hold the rate steady. Following the decision, the dollar/yen pair rose to 156.64 as the yen weakened 0.45%, while the 10-year Japanese government bond yield eased 4.9 basis points to 2.947%. Oil prices fell on Friday: WTI dropped 0.69% on the day to $101.21.
Analizi oku →FXPARTNER Market Summary | 17.09.2026 Thursday Evening Update
In the United States, weekly unemployment benefit claims fell to 196,000 in the week ending September 12, well below the market expectation of 208,000 and down 10,000 from the previous week's 206,000; this marked the lowest level since mid-July. Gold rose to around $4,285 an ounce after the data as US Treasury yields eased, breaking a three-session losing streak. The dollar index (DXY) pulled back somewhat from the peak above the 100 level it reached after Fed's Wednesday rate hike, while sterling traded around 1.3371, one of its lowest levels in seven weeks against the dollar.
Analizi oku →FXPARTNER Market Summary | 17.09.2026 Thursday Afternoon Update
The Bank of England (BoE) held its policy rate at 3.75% on Thursday in a 6-3 vote; the three dissenting members, Huw Pill, Megan Greene and Catherine Mann, called for a hike to 4%. UK inflation rose to 3.1% in August, a five-month high, and the BoE projected inflation could reach 3.75% by the end of 2026 and exceed 4% in early 2027. After the Fed raised rates on Wednesday to a 3.75%-4.00% range in a unanimous vote that included new Chair Kevin Warsh, the dollar index (DXY) climbed above the 100 level for the first time since July 31, reaching a seven-week high. Sterling fell 0.1% against the dollar to 1.3369 as US rates topped UK rates for the first time this year, marking its lowest level since July 30.
Analizi oku →FXPARTNER Market Summary | 17.09.2026 Thursday Morning Update
SPK announced sanctions over the Pusula Portföy crisis that triggered the BIST 100 sell-off: following investigations into trading in Katılımevim, Gündoğdu Gıda and Destek Finans Faktoring shares, criminal complaints were filed against 38 people, and both these people and Pusula Portföy Yönetimi were banned from trading on the exchange for 2 years. Oil fell on Thursday as Saudi Arabia began exporting crude via Oman while repairing its damaged pipeline: WTI dropped 0.2% to $102.14, while Brent fell to $105.81. Gold traded around $4,296 an ounce under dollar pressure from the Fed's hawkish rate hike on Wednesday. On Wall Street, indices led by the Dow Jones, which closed Wednesday down 1.21% after the Fed decision, showed signs of a rebound in Thursday morning futures.
Analizi oku →FXPARTNER Market Summary | 16.09.2026 Wednesday Afternoon Update
On Borsa Istanbul, the BIST 100 index fell more than 6% intraday to 13,075 points, its lowest level since May, as a sell-off triggered by Pusula Portföy Yönetimi defaulting on some of its investment funds; the Index-Based Circuit Breaker System, activated at 16.04 (TSİ), halted trading for about 20 minutes before resuming at 16.24 (TSİ). In the US, August retail sales rose 1.2%, above the 0.8% forecast. Oil fell after the US said Saudi Arabia's damaged East-West Oil Pipeline would be repaired 'within days': WTI dropped 2.5% to $103.19, while Brent fell 1.7% to $106.93. On Wall Street, the S&P 500 rose 0.25%, the Dow Jones 0.15%, and the Nasdaq Composite 0.44%, while the Russell 2000 lost 0.76%.
Analizi oku →FXPARTNER Market Summary | 16.09.2026 Wednesday Late-Morning Update
Borsa Istanbul's BIST 100 index started Wednesday down 0.17% at 13,868.17 points ahead of the Fed's rate decision today; the banking index rose 0.28% while the holding index fell 0.52%. In Asian markets, the Nikkei 225 slipped 0.07% to 63,415.20 points, while the Hang Seng closed Tuesday down 1% at 24,667.24, its lowest close since July 17; the Kospi rose 0.10% to 6,634.09 points. Gold climbed back above $4,300 an ounce after a two-day decline, while USD/TRY reached 48.6802, its highest level in a month.
Analizi oku →FXPARTNER Market Summary | 16.09.2026 Wednesday Morning Update
Borsa Istanbul's BIST 100 index closed Tuesday down 2.41% at 13,892.30 points, pressured by a deterioration in global risk appetite and rising oil prices; trading volume reached 177.4 billion TL. On Wall Street, the Dow Jones fell 0.63%, the S&P 500 0.45%, and the Nasdaq Composite 0.78%, closing the day lower. The US 10-year Treasury yield climbed to 5.04% on its fifth consecutive day of gains, its highest level since 2007, as market focus shifted to today's Fed FOMC decision at 21.00 (TSİ); according to CME FedWatch data, the probability of a 25-basis-point rate hike hovers around 92%.
Analizi oku →FXPARTNER Market Summary | 15.09.2026 Tuesday Afternoon Update
The US 10-year Treasury yield rose to 5.02% on Tuesday, surpassing its 2023 peak and reaching its highest level since 2007. According to CME FedWatch data, the probability of a 25-basis-point rate hike at the Fed's decision tomorrow rose to 93% from 86% this morning. Under pressure from rising yields and energy prices, Wall Street futures fell: Dow Jones futures dropped 0.5%, S&P 500 futures 0.4%, and Nasdaq 100 futures 0.3%. Borsa Istanbul's BIST 100 index also started Tuesday with a 0.11% decline at 14,219.98 points; the information technology index was the worst performer, down 2.22%.
Analizi oku →FXPARTNER Market Summary | 15.09.2026 Tuesday Morning Update
As the Fed's two-day FOMC meeting, concluding on September 16, began on Tuesday, the probability of a 25 basis point rate hike rose to 86% according to CME FedWatch data. Gold (XAU/USD), after nearing six-week lows, recovered in the Asian session on Tuesday morning to move back above the $4,300 level, into the $4,298-4,304 range. Crude oil continued to rise as the supply disruption in the Strait of Hormuz and the shutdown of Saudi Arabia's East-West Oil Pipeline persisted: WTI rose to $102.81 and Brent to $107.70. Dollar/TRY, meanwhile, is trading flat around the 48.6 TL level on Tuesday morning, following Monday evening's 48.63 TL level.
Analizi oku →FXPARTNER Market Summary | September 14, 2026 Monday End-of-Day Update
Borsa Istanbul closed the day down 1.60% at 14,235.83 points amid a deterioration in global risk appetite and pressure on the dollar/TRY, with trading volume reaching 155.7 billion TL as the technology index was the worst performer, down 4.04%. Gold (XAU/USD) fell more than 1.5% on the day to around $4,285, its lowest level since August, pressured by rising oil prices and growing expectations of a Fed rate hike at this week's meeting. Meanwhile, the dollar/TRY rose 0.20% in evening trading to reach 48.63 TL.
Analizi oku →FXPARTNER Market Summary | 14.09.2026 Monday Night Update
The US 10-year Treasury yield climbed as high as 5.01% intraday on Monday, breaching the 5% threshold for the first time since 2023, amid inflation concerns fueled by rising oil prices and caution ahead of the Fed's meeting this week. Despite rising yields and a morning selloff driven by artificial-intelligence concerns, Wall Street closed the day with gains: the S&P 500 rose 0.9% to close at 7,657 points, the Dow Jones added 509.19 points (1%) to close at 52,573.29, and the Nasdaq Composite gained 251.31 points (1%) to close at 26,333.04. According to Bloomberg, the Strait of Hormuz talks between Iran and Gulf countries planned in Oman were postponed at Saudi Arabia's request; the postponement is linked to Saudi Arabia responding to attacks on its territory by Iran-backed Houthi groups.
Analizi oku →FXPARTNER Market Summary | 14.09.2026 Monday Afternoon Update
US August inflation data released by the Labor Department on September 11 came in above expectations (annual 3.4%, core annual 2.4%), pushing the probability the Fed raises rates at its September 16 meeting above 85% according to CME FedWatch data; the dollar index climbed to the 99.3-99.4 band while euro/dollar fell 0.25% to 1.1570. According to FXStreet data, spot gold (XAU/USD) lost 0.4% to fall to $4,331.84. Borsa Istanbul deepened its losses in the afternoon, falling 1.56% to 14,241.06 points as of 13:00, with the IT index the worst performer at 2.95%. This week, following the Fed, the Bank of England will announce its rate decision on Thursday and the Bank of Japan on Friday.
Analizi oku →FXPARTNER Market Summary | 14.09.2026 Monday Midday Update
Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman and Elon Musk each independently called, within 72 hours of one another, for slowing the pace of AI development, triggering a sharp sell-off in technology and chip stocks in Asian and US futures markets on Monday; SoftBank fell 13.2% and Kioxia 9.8% in Japan, while South Korea's SK Hynix lost 5.3%, and Nasdaq 100 futures dropped more than 1% and S&P 500 futures slipped 0.6%. According to Bloomberg, the deepening shutdown of the East-West Petroleum Pipeline, which Saudi Arabia halted after attacks and which was used to bypass the Strait of Hormuz, pushed Brent crude toward $108 while WTI traded around $103. Borsa Istanbul opened the week down 0.88% at 14,339.28 points amid weaker global risk appetite and geopolitical tensions.
Analizi oku →FXPARTNER Market Summary | 14.09.2026 Monday Morning Update
Oman's Foreign Minister Badr Albusaidi announced that the Gulf countries-Iran Hormuz talks planned for Monday in Salalah were postponed in order to reach consensus; while Iranian Foreign Ministry official Mohammad Alibek confirmed the postponement was a joint decision by Iran and Oman, Bahrain's announcement that it would not participate and Saudi Arabia's reservations were decisive, and no new date has been announced yet. Crude oil, which rose more than 9% last week, traded near multi-month highs at Friday's close at around $100 for WTI and around $104 for Brent, while spot gold slipped below $4,350, to around $4,340, on Monday morning ahead of the Fed's rate decision on September 16.
Analizi oku →FXPARTNER Market Summary | 13.09.2026 Sunday Night Update
US President Donald Trump, speaking at a golf tournament in Ireland, said "I don't care, that's up to them" about Monday's Gulf states-Iran Hormuz talks in Salalah, Oman; he reiterated that the war could end right after November's midterm elections, said gasoline prices would then "drop like a rock," and said Iran was "calling constantly" to make a deal. According to a Bloomberg report, Iran plans to formally present the Gulf countries with an agreement on a temporary shipping route through the Strait of Hormuz at Monday's talks; escalating clashes between Saudi-backed forces and the Houthis mean it remains uncertain whether all Gulf Cooperation Council members will attend. In TCMB's September Market Participants Survey, conducted among 67 participants between 7-9 September, the year-end inflation expectation rose from 29.43% to 29.61%, the year-end dollar/TL expectation eased from 51.66 TL to 51.57 TL, and the 12-month-ahead dollar/TL expectation rose from 57.43 TL to 58.60 TL.
Analizi oku →FXPARTNER Market Summary | 13.09.2026 Sunday Evening Update
BRICS leaders, at their summit in India's capital New Delhi, unanimously adopted a joint declaration on Saturday, September 12, calling for maximum restraint in the Middle East and stressing that attacks on civilian infrastructure and peaceful nuclear facilities violate international law; BRICS foreign ministers had failed to agree on a joint statement regarding the Iran war in May. On the sidelines of the summit, Iranian President Masoud Pezeshkian met a senior United Arab Emirates official for the first time since the war began on February 28, holding talks with Abu Dhabi Crown Prince Sheikh Khaled bin Mohamed bin Zayed Al Nahyan; Pezeshkian also said, referring to the US and Israel, that Iran would not surrender. Meanwhile, Iran's Foreign Ministry announced that representatives from Iraq would also join Monday's Gulf-Iran Hormuz talks in Salalah, Oman.
Analizi oku →FXPARTNER Market Summary | 13.09.2026 Sunday Afternoon Update
A commercial vessel was struck by an unidentified object off Qeshm and Hengam islands in the Strait of Hormuz around 05.00 local time (08.30 TSİ) on Sunday morning; state news agency IRNA, citing the Qeshm Governor's Office, reported that 1 of the 10-member crew died and 4 were injured, while UKMTO confirmed a fire broke out on board and evacuation was under way. Yemen's Houthis were reported to have seized the port of Mokha on the Red Sea along with Mayun (Perim) Island and the Hanish islands in the Bab el-Mandeb Strait on Friday, 11 September; Saudi Arabia responded by striking Mokha Airport. In the US, the national average price of diesel hit a historic record of $6.06 per gallon on 11 September, according to AAA data. According to CME FedWatch data, as of 12 September the probability of a 25 basis point rate hike at the Fed's FOMC decision on 16 September rose to 85.5%.
Analizi oku →FXPARTNER Market Summary | 13.09.2026 Sunday Update
New explosions were heard off Qeshm Island on Saturday night during a clash between Iranian armed forces and "the enemy"; on Sunday, Iranian President Masoud Pezeshkian accused the US of committing war crimes, saying "If the Americans are warriors, let them face our mighty military." A projectile fired by Yemen's Houthis struck the Al-Tuwal district of Saudi Arabia's southern Jazan region, wounding two people and damaging a mosque along with numerous buildings and vehicles; the Houthis claimed the target was the Sharurah military base in Najran. Meanwhile, uncertainty continues over the Gulf-Iran talks set for Monday in Oman's city of Salalah: a senior Iranian official who spoke on condition of anonymity said a signed agreement was not yet expected from the meeting, while Bahrain announced it would not attend.
Analizi oku →FXPARTNER Market Summary | 12.09.2026 Afternoon Update
Saudi Arabia shut down the East-West Crude Oil Pipeline as a precaution on Thursday morning, September 10, after drone strikes launched from Iraqi territory damaged pumping stations in the Riyadh and Medina regions; the pipeline normally carries about 5 million barrels of crude oil a day to the Red Sea port of Yanbu. The International Energy Agency (IEA), in its September Oil Market Report, cut its 2026 global oil supply forecast by another 1.4 million barrels a day, raising the projected annual decline to 5.7 million barrels and pushing the return of normal Gulf output back to 2027. US President Donald Trump, meanwhile, told reporters on Saturday that he believes the Iran war could end right after November's midterm elections and predicted that oil prices would then fall sharply; Iranian President Masoud Pezeshkian responded by saying his country would not bow to "bullying arrogance."
Analizi oku →FXPARTNER Market Summary | 12.09.2026 Weekend Update
Mohammadreza Mohseni-Sani, a member of the Iranian parliament's National Security and Foreign Policy Committee, said in comments to the Tehran-based outlet Didban Iran that Tehran no longer regards the Treaty on the Non-Proliferation of Nuclear Weapons (NPT) as binding, "whether by remaining a party to it or withdrawing from it." The statement coincided with news that foreign ministers of the six-member Gulf Cooperation Council (GCC) countries will gather in the Omani city of Salalah on Monday, September 14, for the first high-level talks with Iran since the war began on February 28. According to Kitco data, gold rose 46.70 dollars on the day to reach 4,362.40 dollars on Friday afternoon (19.19 TSİ), before trading flat around 4,362.28 dollars as of 08.45 TSİ Saturday morning.
Analizi oku →FXPARTNER Market Summary | 11.09.2026 End-of-Day Update
On Friday, Wall Street closed higher after the US August CPI data, released at 15.30 (TSİ) and in line with market expectations: the S&P 500 gained 0.96%, the Dow Jones 1.15%, the Nasdaq Composite 0.88%, and the Russell 2000 1.04%. In oil, Brent fell 2.3% to $105.15, while WTI dropped 2.73% to $99.68; the decline was driven by reports that the six-member Gulf Cooperation Council countries are considering meeting Iran in Oman next Monday to discuss the future of the Strait of Hormuz. The BIST 100 index closed the day up 0.51% from the previous close, at 14,467.25 points.
Analizi oku →FXPARTNER Market Summary | 11.09.2026 Post-CPI Update
The US August Consumer Price Index (CPI), released at 15.30 (TSİ), rose 0.4% month-on-month and 3.4% year-on-year, in line with market expectations; core CPI came in at 0.3% month-on-month, 0.1 percentage point above forecast, and 2.4% year-on-year, in line with expectations. According to CME FedWatch, the odds of a Fed rate hike at the 15-16 September meeting rose from around 70% before the data to as high as 90%, before settling near 82%. Despite the above-forecast core reading, Wall Street saw no sell-off; the Nasdaq Composite and S&P 500 rose 0.8%, while the US 10-Year Treasury Yield eased from its intraday high since 2023 of 4.98% to 4.92%. Gold, meanwhile, traded around $4,380, up 1.65% on the day.
Analizi oku →FXPARTNER Market Summary | 11.09.2026 Afternoon Update
With the conflict in the Middle East escalating, Brent crude rose above 108 dollars a barrel on Thursday — its highest level since May 19 — before easing 1.41% to 106.11 dollars on Friday; WTI crude oil traded at 102.59 dollars, up 0.11%. Under pressure from rising energy prices and the strong PPI data, the US 10-year Treasury yield climbed 18 basis points this week to 4.96%, its highest level since 2023. The BIST 100 index rose 0.19% to 14,420.91 points as of 13.00. Markets now have their eyes on today's US August CPI data, due at 15.30 (TSİ).
Analizi oku →FXPARTNER Market Summary | 11.09.2026 Midday Update
On Friday, the dollar/TL extended its rise following TCMB's decision to hold the policy rate steady at 37%, setting a fresh record at 48.60 TL; the euro/TL, meanwhile, edged lower to trade at 56.45 TL. Gold recovered from the week's low of 4,300 dollars to the 4,330-4,350 dollar range. The Dollar Index (DXY) is trading flat around the 99.00 level, while the euro is hovering weakly around 1.16 dollars following ECB's rate hike, and the dollar/yen has consolidated above 154.00. Markets are now focused on the US August CPI data due today at 15.30 (TSİ).
Analizi oku →FXPARTNER Market Summary | 10.09.2026 Night Update
On Thursday, the US Producer Price Index (PPI) for August, released by the US Department of Labor, rose 0.4% month-on-month and 5.4% year-on-year; core PPI rose 0.3% month-on-month and 4.7% year-on-year. Following the data, all three major Wall Street indexes closed the day lower: the Dow Jones fell 0.77% to 52,380.66 points, the Nasdaq Composite fell 0.64% to 26,253.34 points, and the S&P 500 slipped 0.45% to 7,638.95 points. Brent crude held above the $101.21 level — its highest close since 22 May, reached Wednesday with a 3.4% gain — while the US 10-year Treasury yield climbed to its highest level since 2023. Markets now turn their attention to tomorrow's US CPI data and the Fed's rate decision on 16 September.
Analizi oku →FXPARTNER Market Summary | 10.09.2026 Evening Update
On Thursday, the ECB raised all three key interest rates by 25 basis points in the decision announced at 14.15 CET (15.15 TSİ), lifting the deposit rate to 2.50%, the main refinancing rate to 2.65%, and the marginal lending rate to 2.90%; the decision takes effect on 16 September and marked the ECB's second rate hike this year. The same day, US weekly jobless claims came in at 206,000, slightly above market expectations, while the BIST 100 index failed to hold its opening gain of 0.31% and slid 0.48% to 14,436.10 points by midday. Markets are now focused on tomorrow's US CPI data and the Fed's 16 September rate decision.
Analizi oku →FXPARTNER Market Summary | 10.09.2026 Afternoon Update
On Thursday, the CBRT Monetary Policy Committee kept the policy rate constant at %37 in line with the prevailing market expectation in its decision announced at 14.00. Following the decision, USD/TRY rose to 48,51 TL and EUR/TRY to 56,58 TL, renewing their all-time highs. Gram gold rose by %0,56 during the day to reach 6.903 TL, while the BIST 100 index started the day with a %0,31 increase at 14.550,67 points following the previous day's %0,70 rise. Market attention is now focused on the US CPI data to be announced on 11 September.
Analizi oku →FXPARTNER Market Summary | 10.09.2026 Morning Update
On Thursday morning, tension in the Iran-US conflict escalated to a new level: Iran's Islamic Revolutionary Guard Corps (IRGC) announced that in retaliation for the US striking five Iranian oil tankers, it struck two US destroyers named USS Delbert D. Black and USS John Paul Jones with ballistic missiles in the Strait of Hormuz, and also targeted eight tankers and ten more vessels attempting to pass through the prohibited zone; CENTCOM denied the claim that US ships were hit. Following the development, Brent crude crossed the 100 dollar threshold for the first time since late July, rising to 101 dollars, while WTI rose to 96 dollars. On the foreign exchange side, dollar/TL rose to 48,50 TL in the morning hours, renewing its historic peak once again, while euro/TL rose to 56,57 TL. Ounce gold traded at 4.407,66 dollars, while domestic gram gold found buyers at 6.875,78 TL. The eyes of the markets are now on the CBRT interest rate decision to be announced today at 14.00.
Analizi oku →FXPARTNER Market Summary | 09.09.2026 Midday Update
A sharp escalation occurred in the Iran-US conflict on Wednesday: as CENTCOM announced that on 8 September it struck and neutralized five Iranian oil tankers in response to the Islamic Revolutionary Guard Corps (IRGC) firing ballistic missiles twice in two days at a US warship, Iran announced in response that it carried out a missile attack on Prince Hassan Air Base in Jordan. Following the development, Brent crude rose 1.6% to $99.49, coming very close to the $100 mark. While ounce gold held at the $4,400 level, domestic gram gold opened the day around 6,858 TL, up approximately 1.06% compared to the previous day. Meanwhile, the BIST 100 index started Wednesday down 0.17% at 14,381.24 points following Tuesday's 1.79% rise. In a new survey regarding tomorrow's CBRT interest rate decision, the vast majority of economists also expect the policy rate to remain unchanged at 37%.
Analizi oku →FXPARTNER Market Summary | 09.09.2026 Morning Update
On Wednesday morning, Brent crude rose 1.55% to $99.44 as mutual tanker attacks between the US and Iran continuing since the weekend escalated, reaching its highest level since late July. USD/TRY traded at 48.4855 TL in the morning hours, maintaining its course near its historic high, while EUR/TRY rose to 56.46 TL. Ounce gold fell into the $4,380-$4,395 band, caught between uncertainty over the Fed's interest rate decision and a weaker dollar, while domestic gram gold dropped to 6,821.36 TL. All eyes on the markets are now on tomorrow's (10 September) CBRT rate decision at 14:00.
Analizi oku →FXPARTNER Market Summary | 08.09.2026 Afternoon Update
On Tuesday, escalation in the Middle East regained momentum: the Iran-backed Houthi movement in Yemen announced that it struck Aramco-owned energy facilities in Najran, Abha, and Jizan in southern Saudi Arabia, as well as Khamis Mushait Air Base and Abha International Airport, with missiles and drones; Saudi authorities reported that 73 people were injured in the attacks. Following the development, Brent crude rose %1,5 to a six-week high of 98,47 dollars, while the BIST 100 index fell %0,35 at midday to 14.102,43 points due to Middle East-related risk perception. Dollar/TL maintained its course near the 48,46 TL limit, while ounce gold gave back some of its morning gains, falling %0,1 to around 4.402 dollars.
Analizi oku →FXPARTNER Market Summary | 08.09.2026 Morning Update
On Tuesday morning, dollar/TL renewed its historical peak at 48,46 TL even while the dollar weakened globally; euro/TL approached 57,38 TL, and pound/TL approached 65,66 TL. Ounce gold rose %0,6 to 4.429,89 dollars, while domestic gram gold settled above 6.900 TL. Two days before the TCMB decision on 10 September, a large majority of economists expect the policy rate to remain unchanged at %37. In Iran, former President Hassan Rouhani's call to 'revitalize' the Strait of Hormuz and end the war 'with honor' drew harsh criticism within the country.
Analizi oku →FXPARTNER Market Summary | 07.09.2026 Night Update
On Monday, the BIST 100 index closed up %0,99 at 14.151,59 points, while the BIST 30 closed up %1,73 at 16.730,66 points. While Wall Street stock exchanges and the bond market in the US were closed full day due to Labor Day, gold receded from Friday's 4.470-4.500 dollar band to around 4.400 dollars; USD/TRY maintained its course around its historical peak of 48,44 TL seen in the morning hours. Meanwhile, the Iranian Ministry of Foreign Affairs announced that the safe route agreement with Oman in the Strait of Hormuz has reached its final stage.
Analizi oku →FXPARTNER Market Summary | 07.09.2026 Afternoon Update
On Monday, Vice President Cevdet Yılmaz announced the new Medium-Term Program (MTP) covering the 2027-2029 period: while the end-2026 inflation forecast was revised to %28,4, inflation was targeted to decline to %21 in 2027, %13,5 in 2028, and %9 in 2029. Although there is no official exchange rate target in the program, according to implicit calculations derived from GDP figures based on TRY and USD, the annual average USD/TRY exchange rate is expected to rise from 46,87 TL in 2026 to 68,83 TL in 2029; market participants consider this forecast 'ambitious'.
Analizi oku →FXPARTNER Market Summary | 07.09.2026 Morning Update
On the first trading day of the week, the dollar gained value globally as the well-above-expectation US August employment data released on Friday strengthened the probability of a Fed rate hike in September; the dollar index rose to 99.175 points, while USD/TL rose to an all-time record of 48.44 TL. On the energy side, Brent crude started the week with gains and approached 97 dollars, while Iran's senior security official Mohsen Rezaee announced that a new 'restricted zone' will be declared near the Strait of Hormuz in the coming days.
Analizi oku →FXPARTNER Market Summary | 06.09.2026 Night Update
On Sunday evening, CENTCOM announced that to enforce the blockade against Iran, it has so far redirected 92 commercial vessels, disabled 3, and boarded 2 in the Strait of Hormuz; the post also featured footage of an F-35A fighter jet patrolling regional waters. On the same day, OPEC+ paused consecutive monthly increases by keeping its October production policy unchanged in an environment where the Iran conflict continues to disrupt oil exports through Hormuz; the group will hold its next meeting on October 4.
Analizi oku →FXPARTNER Market Summary | 06.09.2026 Afternoon Update
Escalation in the Iran conflict continued on Sunday: IRGC announced that in response to the US striking three Iranian oil tankers on Saturday, it targeted six vessels - three tankers, three US-linked ships - in the Strait of Hormuz, stating this was its largest coordinated attack during the conflict; CENTCOM has not yet confirmed the claims. US Secretary of Defense Pete Hegseth said on his X account that 'if they fire, we will sink their tankers'.
Analizi oku →FXPARTNER Market Summary | 05.09.2026 Night Update
A sharp escalation occurred in the Iran conflict on Saturday evening: US Central Command (CENTCOM) announced that elements affiliated with the Islamic Revolutionary Guard Corps (IRGC) launched ballistic missiles at a US aircraft carrier and a destroyer patrolling in the region, both ships evaded the attacks, and no US personnel were injured; in response, the US disabled M/T Downy off Kharg Island and M/T Stark 1 near Jask, while destroying the empty M/T Kylo in the Gulf of Oman; meanwhile, Iranian state television reported that four US missiles hit a tanker off Kharg with no casualties.
Analizi oku →FXPARTNER Market Summary | 05.09.2026 Weekend Update
While foreign exchange and gold markets were closed over the weekend, the agenda was dominated by Trump downplaying the ongoing conflict with Iran using the words 'small potatoes,' implying it to be 'a minor matter where 18 American soldiers died.' According to AAA data, the diesel price in the US hit an all-time high on Friday at $5.85/gallon, breaking the record of $5.81 from June 2022; Brent is preparing to complete the week with a 6.6% gain, while WTI is set for an 8.8% gain.
Analizi oku →FXPARTNER Market Summary | 04.09.2026 Evening Update
US non-farm payrolls in August increased by 162 thousand, well above the market expectation of 53-58 thousand people; the unemployment rate remained stable at %4,1, and the July figure was revised upward from -23 thousand to +21 thousand. The strong report moved the probability of a September rate hike from %52-55 to %59. Gold tested below 4.400 dollars, declining by nearly %2 from the 4.470-4.500 dollars range, the 10-year bond yield rose to %4,78, the 2-year yield rose to %4,39, and the dollar index (DXY) climbed to the day's peak of 99,39.
Analizi oku →FXPARTNER Market Summary | 04.09.2026 Morning Update
Following dovish comments made by Fed Governor Christopher Waller on Thursday evening, the probability of a September rate hike fell from %66 to %54,6; after rising over %2 to 4.487 dollars, gold is consolidating below 4.500 dollars on Friday morning. The US 10-year bond yield fell to %4,761, the 2-year yield fell to %4,322, while the dollar index (DXY) dropped to 98,98 and USD/TRY pulled back slightly to the 48,25-48,30 TL band. All eyes in the markets are on the US non-farm payrolls data to be announced today at 15:30 TSI.
Analizi oku →FXPARTNER Market Summary | 03.09.2026 Evening Update
Weekly jobless claims in the US rose to 206 thousand, while the ISM Services PMI climbed to 55,4 in August, significantly above expectations. Saudi Arabia confirmed that 2 Filipino sailors were killed in the attack on the supertanker Sidr struck in Hormuz. Gold held above 4.400 dollars with the decline in the dollar and bond yields, while USD/TRY is trading flat around 48,31 TL in the evening hours.
Analizi oku →FXPARTNER Market Summary | 03.09.2026 Afternoon Update
Iran's wave of attacks spread to the UAE on Thursday morning; in addition to the Ahmed Al-Jaber Air Base in Kuwait, the Al Minhad Air Base in the UAE was also struck by missile and UAV attacks. Israeli Defense Minister Israel Katz threatened that a potential Iranian attack would send Tehran back to the 'Stone Age'. Trump announced that oil flow through the Strait of Hormuz has 'returned' to 18 million barrels per day, while JPMorgan disputes this figure. Gold at 4.430 and USD/TRY at 48,32 TL largely maintain their midday levels.
Analizi oku →FXPARTNER Market Summary | 03.09.2026 Midday Update
Iran hit US bases in Kuwait, Bahrain and Jordan with missiles and UAVs in the early hours of Thursday morning; Kuwaiti air defense announced it repelled the attack, no American casualties were reported in Jordan. Following the development, oil prices retreated after an initial jump of up to 2 dollars (Brent 95,25, WTI 90,63 dollars); gold is hovering around 4.424 dollars, the dollar index (DXY) is at 99,51 level and USD/TRY is trading horizontally in the 48,32 TL range.
Analizi oku →FXPARTNER Market Summary | 03.09.2026 Morning Update
Gold returned above 4.400 dollars during the Asian session, rising to as high as 4.435 dollars during the day; weak ADP data and declining US bond yields pulled the dollar index (DXY) below 99,50 from its three-week high. USD/TRY hit its highest level in the last month at 48,3420 TL. Markets have their eyes on Friday's US non-farm payrolls data.
Analizi oku →FXPARTNER Market Summary | 02.09.2026 Evening Update
The Iranian Ministry of Foreign Affairs announced that a US strike in Kuhestak targeted a wedding ceremony, describing it as a 'war crime'; the Hormozgan governorate reported at least 4 dead and more than 60 injured. In the US, ADP private sector employment rose by only 38 thousand in August, below expectations. On Wall Street, the Dow Jones rose %0,8 and the S&P 500 rose %0,6, while the 10-year bond yield reached %4,814 during the day, the highest level since November 2023.
Analizi oku →FXPARTNER Market Summary | 02.09.2026 Midday Update
CENTCOM announced that it completed a wave of strikes targeting IRGC air defense, radar, and mining capabilities in Iran; in response, Iran launched missile and UAV attacks on US bases in Jordan, Bahrain, Iraq, and Kuwait. Oil surged sharply (Brent over %2 to 96,59 dollars, WTI up %1,73 to 91,78 dollars), while gold failed to recover despite geopolitical risks due to rising yields and rate hike expectations.
Analizi oku →FXPARTNER Market Summary | 02.09.2026 Morning Update
In the Asian session, gold fell to its lowest level in four weeks, dipping below 4.300 dollars; the US 10-year treasury yield rose to %4,81, the highest level since November 2023, and market pricing for a Fed rate hike at the September 15-16 meeting rose to %66-67 following Chair Kevin Warsh's hawkish speech at Jackson Hole.
Analizi oku →FXPARTNER Market Summary | 01.09.2026 Night Update
US ISM Manufacturing PMI fell to 54,6 in August, below the expectation of 55,2; gold lost %1,9 with rising US bond yields, dropping to its lowest level since August 19, while the 10-year treasury yield rose to the %4,78-4,80 band, its highest level since January 2025.
Analizi oku →FXPARTNER Market Summary | 01.09.2026 Evening Update
Iranian President Masoud Pezeshkian announced at the Shanghai Cooperation Organisation Summit in Bishkek that if the US returns to its commitments in the June 17 memorandum of understanding, Iran will also respond immediately; despite the diplomatic initiative, oil maintains its high course (Brent above $91, WTI above $86.5).
Analizi oku →FXPARTNER Market Summary | 01.09.2026 Afternoon Update
Off Khasab, Oman in the Strait of Hormuz, Saudi tanker Sidr and South Korean tanker Senegal Prosperity were hit by projectiles minutes apart; oil rose again (Brent $91.28, WTI $86.57), Eurozone August inflation jumped from 2.9% to 3.3%, EUR/USD is trading in the 1.16 band and USD/TRY is above 48 TRY.
Analizi oku →FXPARTNER Market Summary | 01.09.2026 Morning Update
Islamic Revolutionary Guard Corps (IRGC) announced that an unidentified supertanker burst into flames after hitting two naval mines in the Strait of Hormuz; while Trump said the retaliation against Iran would be 'very limited', CENTCOM characterized the weekend strike as a 'limited and precise action', oil maintains its high course, and the probability of a September rate hike on CME FedWatch rose to the %65-66 band.
Analizi oku →FXPARTNER Market Summary | 31.08.2026 Evening Update
Iran struck American bases in Jordan and the UAE with ballistic missiles in response to the US strike in the Strait of Hormuz; Wall Street closed the day with losses (Dow fell %0,9, S&P 500 fell %0,3, Nasdaq fell %0,5), gold fell to 4.443 dollars, September rate hike probability rose above %60 on CME FedWatch.
Analizi oku →FXPARTNER Market Summary | 31.08.2026 Afternoon Update
Oil rose over %3 after the US struck Iranian rocket launchers near the Strait of Hormuz (Brent over 91, WTI over 86 dollars); Wall Street futures dipped slightly, the yen breached the 160 threshold, raising the possibility of intervention again, and the dollar maintains its strong course post-Warsh.
Analizi oku →FXPARTNER Daily Bulletin | 31.08.2026
Following Fed Chair Warsh's hawkish Jackson Hole stance, gold fell over %3 to the 4.450 dollar range; while the September rate hike probability remained established at %57 on CME FedWatch, the dollar index is consolidating at the 99 level, and state inflation data in Germany surprised to the upside.
Analizi oku →FXPARTNER Market Summary | 28.08.2026 Evening Update
Following Fed Chair Kevin Warsh's hawkish Jackson Hole speech, gold lost over 1% in value while the dollar index rose; the probability of a September rate hike jumped from around 35% to 56%, and EUR/USD fell below 1.16.
Analizi oku →FXPARTNER Daily Bulletin | 28.08.2026
Markets are cautious ahead of Fed Chair Kevin Warsh's first Jackson Hole speech; gold fell below $4,600 following higher-than-expected PCE data. As Nvidia's strong financial results support tech stocks, the euro trades near its three-month high.
Analizi oku →FXPARTNER Daily Bulletin | 19.08.2026
The sell-off wave in the semiconductor sector spilled over into Asian stock markets, while high US bond yields and Brent crude above $91 weigh on risk appetite; USD/JPY is close to the intervention zone, EUR/USD is flat at 1,1575.
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FXPARTNER Weekly Market Outlook | 17-23 August 2026
The S&P 500 hit a new record high, Reddit joins the S&P 500, and July retail sales unexpectedly declined; the FOMC minutes and flash PMI data are on the agenda this week. Middle East tensions support gold and oil while EUR/USD trades near a two-month high.
Analizi oku →FXPARTNER Weekly Market Outlook | 10-16 August 2026
The main agenda of the week is the US CPI data to be announced on Wednesday; while geopolitical tension weighs on the Nasdaq, gold remains around 4.375 dollars, EUR/USD is at the 1,154 level and USD/TRY continues its balanced course in the 47,70 TL band.
Analizi oku →FXPARTNER Weekly Market Outlook | 3-9 August 2026
On the weekly agenda is the US non-farm payroll (NFP) data to be released on Friday; as EUR/USD tests critical 1,15 support, gold awaits a breakout in a narrowing triangle pattern, while USD/TRY maintains its controlled course with the CBRT's strong reserve position.
Analizi oku →FXPARTNER Daily Market Summary | 31.07.2026
Fed kept interest rates steady for the fifth time, gold remained above 4.000 dollars; September rate hike expected at ECB; Microsoft and Meta earnings diverged Nasdaq; Brent crude recovered despite OPEC+ production increase.
Analizi oku →FXPARTNER Daily Market Summary | 24.07.2026
Sharp pullback in US tech stocks, rate signal from ECB, rise in Japanese bonds, and Volkswagen's downward revision — key developments of the day and UK PMI data.
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