The markets maintain power from balance sheets and tariff optimism

While the guidelines carried out by the US administration with the understanding of “America first” in the markets were still decisive, it was observed that the focus of the investors relocated to concerns about tariffs, positive expectations and strong balance sheets for the negotiating process.

Although the statements by US President Donald Trump are denied on the ongoing negotiations on tariffs with China by the Beijing Government, this remains an influence of air in the markets.

Trump repeated that they had met with China in his recent explanation.

On the other hand, the US government continues to negotiate with other countries after tariffs. The US Finance Minister Scott Bessent said that the United States and South Korea had had “very successful” trade talks and that the two countries could achieve an understanding that is based on an early stage as the next week.

President Donald Trump tries to bring hard tariffs to the application of a relief, Bessent said: “We can think faster than I think, and technical conditions will start next week,” he said.

Request the reconciliation in trade policy

In addition, the President of the International Monetary Fund (IMF), crystalina Georgieva, emphasized that the uncertainty is very expensive and called for the rapid solution of tensions and reconciliation in trading policy.

While the statements of the US Federal Bank (FED) were also followed, the Fed board member Christopher Waller said that the discharge could begin due to tariffs and that interest rate reductions would be significantly increased.

Waller said that he did not believe that the tariffs will have a significant impact on the economy before July, but said that unemployment can increase quickly if mutual tariffs come into force. Waller, the inflation effects of tariffs will probably be temporary, he said.

Cleveland Fed President Beth Hammack also said that the Fed could take measures against interest rate cuts in June in June if there are clear and convincing data. Hammack said it was early to think about the reduction in interest rates at the FED meeting from May 6th to 7th.

In the pricing of the money markets, the FED will not change political interest rates in May, while the bank is evaluated that the bank is tailored to the probability of 66 percent to an interest rate.

Alphabet announced profits on expectations

Alphabet, one of Google's main organizations, one of the technology giants on the company side, announced income and profit over the market expectations. The company's income increased by $ 90.2 billion in the first quarter of this year. In the first quarter of 2024, the company, which offers $ 80.5 billion sales, announced that there will be no changes in the goals for artificial intelligence.

The company's net profit rose by 46 percent in the first quarter compared to the same period last year and reached $ 34.5 billion. Alphabet had a net profit of 23.7 billion US dollars in the first quarter of last year.

The technology company IBM's income rose 1 percent to $ 14.54 billion in the first quarter of this year.

The sales of the US CHIP company Intel, which published the balance sheet for the first quarter of the year, did not change compared to the same period of the previous year and was $ 12.7 billion.

“It was a step in the first quarter, but there is no quick solution to return to the sustainable growth path,” said Lip-Bu Tan, CEO from Intel CEO. rated. Tan explained that they took quick steps to provide company productivity and said they made changes to build “New Intel” and return to the foundations.

On the macroeconomic data side, the amount of permanent orders of goods in the United States increased by 9.2 percent in March with an increase in expectations. The turnover with sales in the second housing in the country declined by 5.9 percent in March and was below the market expectations.

The withdrawal under ounce is observed

With these developments, the price for ounce of gold, which had been at a record level for some time due to the effects of uncertainties, ended the day with an increase of $ 325 yesterday with an increase of 1.5 percent.

On the new trading day, a low decline in global risks, the tendency of investors to achieve the profit, and the dollar index receives strength. Onk Gold is currently acting with a decline of 0.9 percent at the moment at $ 3,000.

The 10 -year bond in the United States went back to 4.31 percent by led to the 4th day of trading. The dollar index rose by 0.3 percent to 99.8.

Brent oil price of the barrel yesterday after the value of 0.6 percent of the new day rose by 0.6 percent of USD 66.1.

Yesterday on the New York stock exchange, the S&P 500 index was 2.03 percent, the NASDAQ index was 2.74 percent and the Dow Jones index was 1.23 percent. Index Futures contracts in the United States started the new day with a positive course.

Geopolitical developments are becoming more important in Europe

While the tariff agenda, which calms down on the European stock exchanges, increased risk appetite to the stock markets, developments in the Russian Ukraine decline were concerned that geopolitical risks could be revived.

According to reports, the Russian army died in the attack on Kiev, the capital of Ukraine, with rockets and unmanned aerial vehicles (UAV). Timur Tkaçen, President of the military administration of Kiev City, Telegram account in a written statement that the Russian army attack on Kiev with rockets and UAVS said that the search and rescue work continued.

The building of the building of the building in the ruins of the search and rescue work continued to record Tkaçenko, so that 12 people had shared their lives.

US President Trump also evaluated the Russian Ukainer War in his meeting with the Norwegian Prime Minister Jonas Gahr in the Oval Office. Trump clearly expressed that Russia was not satisfied with the latest attacks on Kiev, and said it was bad to experience these attacks while the peace talks were going on.

On the other hand, the member of the European Central Bank board and the Austrian central bank President Robert Holzmann said yesterday in a statement that the uncertainties for tariffs should wait for interest rates until the uncertainties disappear, he said.

On the other hand, the German Economic and Climate Protection Minister Robert Habeck held a press conference in the capital Berlin about the economic growth report published by the government. This year, 0.3 percent was announced in January so that the official growth expectation was reduced to 0 percent of the habeck, the growth forecast for next year was revised from 1.1 percent to 1 percent.

Yesterday the FTSE 100 index in Great Britain was 0.05 percent, Dax 40 in Germany, 0.47 percent in France, the CAC 40 index in France 0.27 percent and the FTSE MIB 30 index in Italy by 0.96 percent. Index -Futures contracts in Europe started the new day with a positive course.

Asian stock exchanges are positive

In Asian stock exchanges, the market for the market that increases the regional economies and the increase in alphabet in the United States in the United States, the increase in the risk scarf to the region.

On the other hand, China and the United States are still another element that supports the market markets, which the Chinese administration continues to continue to be continued in retail with the European Union (EU), while optimism continues to negotiate.

The Chinese Central Bank (PBOC) today carried out an inverse repo transaction of 159.5 billion Yuan (approx. 22.3 billion US dollars) through a fixed interest range.

Analysts said that the Chinese Central Bank may have been recognized that they would give the market liquidity in order to reduce the effects of the US tariffs and that the economy could possibly help to deal with the economy in the trade environment.

Japanese Prime Minister ISIBA Sigeru said that the Japanese government decided to relieve the problems of the industrial and budget population caused by extensive US tariffs.

According to macroeconomic data, the Tokio Consumer Price Index (CPI) rose by 3.5 percent annually in Japan in April. The core CPI also increased with 3.4 percent.

With these developments, the Nikkei 225 index in Japan in Japan and the Shanghai Compound Index in China in China increased by 1.1 percent and Hong Kong in Hong Kong by 1.4 percent.

Standard & Poor's in Turkey is expected to rate Torkiye

If you are 100 index in Borsa Aistanbul, which follows a purchase -oriented course in the country, the day ended with 9.490.90 points by achieving a value of 1.92 percent. BORSA ITANSBUL FUTURES AND AND Options Market (VIOP) are 30 index base in April -Futures contract last night at the regular session meeting were traded by 0.3 percent to 10.455.00 points.

Finance Minister and Finance Minister Mehmet Simsek, US Finance Minister Scott Bessent X Social Media Account with him and quoted his meeting with him. “Turkey is determined to deepen and expand the strategic partnership with the United States in all areas of trade and investment on defense, space, energy, artificial intelligence and robotics under the leadership of Turkey, President Erdogan and President Trump, led by President Erdogan and President Trump.” He said.

Dollar/TL, yesterday with an increase of 0.1 percent of 38,3460 today, today, at the opening of the Interbank market of 0.2 percent of the previous degree, trading at a level of 38,4220.

Analysts, today the meeting of the Central Bank of the Republic of Turkey (CBRT), the meeting of the sectoral inflation, weekly monetary and bank statistics, standard for the Credit -AgEky standard and the expected Turkey evaluation of Turkey, abroad in the United States of the University Consumer Consumer Index at the University of Michigan University, 9.500 levels, 9.500 levels, 9.500 levels -Steps, 9.500, 9.500 steps, 9.500 levels, 9.500, 9.500, 9.500, 9.500, 9.500, 9.500, 9.500, 9.500, 9,500, 9:500 a.m., 9:500 a.m., 9:500 a.m., 9.500 a.m., 9.500, 9:500 a.m.


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