Daily Bulletin

Good morning. Global markets are starting the new day with a balanced outlook. U.S. and European futures are slightly in negative territory, while Asian equity markets are seeing gains. Yesterday, the significantly lower-than-expected U.S. private sector employment data led to a renewed shift forward in expectations for Fed rate cuts. However, we do not anticipate this repricing to be sustained. Additionally,...
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Good morning. News flow suggesting that the U.S.–China negotiations may progress at the leadership level is supporting buying activity in Asian equity markets this morning. U.S. futures are trading in negative territory, while European futures are slightly positive. In Borsa Istanbul, there was only a marginal pullback yesterday; however, a notable capital inflow was observed among active institutional players....
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Good morning. The recent statement by U.S. President Trump regarding the potential increase in tariffs on steel products from 25% to 50% is once again dampening global risk appetite. This morning, U.S. and European equity futures, along with open Asian markets, are trading in negative territory. We anticipate that the negative momentum carried over from last week will persist as Borsa Istanbul kicks off the new...
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Good morning. On the final trading morning of the week, risk appetite remains subdued. Following the U.S. Court of Appeals’ temporary suspension of a ruling that had blocked former President Trump’s tariff decisions, U.S. equity futures are trading slightly negative this morning. Meanwhile, losses in Asian markets have exceeded 1%. Turning to the domestic market, Borsa Istanbul has been pricing in the opposite of...
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Good morning. Global risk appetite is trending positively this morning. Following the U.S. International Trade Court’s ruling that former President Trump's tariffs exceeded his legal authority and therefore cannot be enforced, U.S. equity markets, which had closed lower yesterday, are showing gains of nearly 2% in futures trading this morning. Buying interest is also evident in both Asian and European futures....
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Good morning. Global risk appetite appears calm this morning. U.S. and European futures are trading flat to slightly negative, while Asian futures remain volatile. Former President Trump’s decision to postpone tariffs on the EU has brought a somewhat optimistic tone to Wall Street. In addition, the Consumer Confidence Index, which came in above expectations, provided further support for U.S. indices. The data...
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Good morning. Global risk appetite is mildly positive this morning. U.S. and European equity futures are up by as much as 1%, while Asian futures are displaying a more volatile pattern under slight pressure. As tariff developments return to the forefront of pricing, the postponement of the proposed 50% import tariffs on EU goods by Trump — from June 1st to July 9th — is being received positively, particularly in...
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Good morning. While U.S. President Trump’s tax cut proposal and trade policies with other countries continue to increase uncertainty regarding the outlook for the U.S. economy, the decision to impose a 50% tariff on goods imported from the European Union and the tariff threats directed at Apple have brought global trade concerns back into focus. However, Trump announced that the implementation of this decision...
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