Piyasa Haberleri

En güncel finans ve ekonomi haberlerini, piyasa gelişmelerini, raporları ve analizleri PipVero’da takip edin.

Kaynak: Reuters Haber Ajansı
1 ay önce
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Russia to extend diesel export ban through September, sources say

Russia to extend diesel export ban through September, sources say

Russia is set to extend its diesel export ban through September as fuel shortages persist ​in the domestic market, with a number of ‌refineries still idle following repeated Ukrainian drone attacks, three industry sources told Reuters.

Kaynak: Reuters
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Kaynak: Bloomberg Markets and Finance Haber Ajansı
1 ay önce
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Treasury Can Send Strong Signal to Market, Swiber Says

Treasury Can Send Strong Signal to Market, Swiber Says

Meghan Swiber, managing director of US rates strategy at BofA Securities, says the US Treasury can cut issuance at the back end of the yield curve, which she says would send a more impactful message to the market. Swiber also talks about what Fed Chair Kevin Warsh may say at Jackson Hole later this week.

Kaynak: Bloomberg Markets and Finance
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Kaynak: Bloomberg Markets and Finance Haber Ajansı
1 ay önce
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Treasury Move Just Another Way to a Weaker Dollar, Says SocGen's Juckes

Treasury Move Just Another Way to a Weaker Dollar, Says SocGen's Juckes

Kit Juckes, chief FX strategist at Societe Generale, says the US Treasury's move to increase the purchases of long-dated bonds is “management of the market, rather than yet, something that you might call intervention of the bond market.” He speaks on “Bloomberg Surveillance.

Kaynak: Bloomberg Markets and Finance
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Kaynak: CNBC Television Haber Ajansı
1 ay önce
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There are pockets of the market that look a lot more rational now, says BofA's Savita Subramanian

There are pockets of the market that look a lot more rational now, says BofA's Savita Subramanian

Savita Subramanian, Bank of America Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest market trends, where investors can find opportunity right now, 2027 market outlook, and more.

Kaynak: CNBC Television
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Kaynak: Bloomberg Markets and Finance Haber Ajansı
1 ay önce
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Why Bessent's Iran D-Day Threat Hinges on His Willingness to Hit China

Why Bessent's Iran D-Day Threat Hinges on His Willingness to Hit China

Treasury Secretary Scott Bessent's threat to unleash an “economic D-Day” against Iran risks setting the US on a collision course with China, its main trading partner. Bloomberg's Jon Herskovitz breaks down the likelihood that the US will take aggressive actions against Beijing.

Kaynak: Bloomberg Markets and Finance
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Kaynak: Seeking Alpha Haber Ajansı
1 ay önce
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Jackson Hole Preview: Warsh Faces A Bond Market The Fed Cannot Control

Jackson Hole Preview: Warsh Faces A Bond Market The Fed Cannot Control

Jackson Hole may matter less for the next rate move and more for how Kevin Warsh plans to make the Fed less predictable. The 30-year Treasury hovering near 5.25%, is sending a warning: the Fed controls short-term rates, but not the price investors demand to fund Washington for decades.

Kaynak: Seeking Alpha
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Kaynak: CNBC Haber Ajansı
1 ay önce
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China needs U.S. dollars but is building a hedge against Washington's sanctions

China needs U.S. dollars but is building a hedge against Washington's sanctions

U.S. Treasury Secretary Scott Bessent has warned Chinese banks that they will be sanctioned if they "facilitate transactions and are part of the ecosystem that turns Iranian oil into money." Before the war, China bought around 90% of Iran's exported oil — about 12% of China's total crude imports, per a March analysis.

Kaynak: CNBC
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Kaynak: Seeking Alpha Haber Ajansı
1 ay önce
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Why $40 Trillion In Debt Is Really A Tech-Stock Story

Why $40 Trillion In Debt Is Really A Tech-Stock Story

The $40 trillion U.S. national debt, combined with multi-decade-high Treasury yields, has fundamentally shifted the investment landscape for equities. Rising yields directly pressure high-multiple, long-duration tech stocks—especially AI infrastructure names like MRVL and AMBA—by increasing discount rates and reducing present values.

Kaynak: Seeking Alpha
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Kaynak: Seeking Alpha Haber Ajansı
1 ay önce
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Don't Let The Bond Market Spook You

Don't Let The Bond Market Spook You

Long-term Treasury yields have surged, with the 30-year eclipsing 5.33%, driven by increased government and corporate issuance and fiscal deficits. Rising yields reflect not only inflation and supply concerns but also accelerating economic growth, as evidenced by improving LEI and business activity indices.

Kaynak: Seeking Alpha
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Kaynak: Seeking Alpha Haber Ajansı
1 ay önce
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Edenor: Why The 75% Earnings Drop Is Misleading, And Metrogas Isn't Priced In Yet

Edenor: Why The 75% Earnings Drop Is Misleading, And Metrogas Isn't Priced In Yet

Edenor maintains strong operational recovery, but the market already prices in current improvements, justifying my continued 'Hold' rating. Q2 2026 results show revenue up 10% YoY and EBITDA up 94% YoY (ex-CAMMESA), while headline net earnings fell due to a non-recurring gain last year. EDN's $780M bid for Metrogas, if approved, would diversify operations and serve as a medium-term growth catalyst, but integration risks remain.

Kaynak: Seeking Alpha
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