Nihal Zengin

🇬🇧As tensions between the UK and Iran escalate, investors’ expectations for interest rate hikes by the Bank of England have increased, and the pound has risen above $1.34, the strongest level since mid-June➕Investors also assessed the latest remarks by US President Donald Trump, who is still “very keen” on Iran➕Investors now have fully priced a 25-basis-point interest rate increase by the Bank of England by year-end, most likely in December.

⚠️#ARB, Robinhood Chain integration is up 13.2%; this integration will direct 10% of chain fees to the Arbitrum ecosystem.

📌 Important Data of the Day (Thursday, 9 July 2026)

🇺🇸15:30 - Applications for Unemployment Benefits

🇺🇸17:00 - Second-Hand Home Sales (June)

#forex #bitcoin #borsa

🇺🇸 U.S. FINANCIAL CONDITIONS REACHED THE "EASIEST" LEVEL BEFORE THE IRAN WAR

Chicago #Fed’s official National Financial Conditions Index has fallen to its LOWEST level since February 20—the last reading before the U.S. and Israel began their attacks on Iran.

Lower NFCI readings indicate LOOSER financial conditions, showing that U.S. markets are currently seeing the most EASED money, credit, and market conditions since before the Iran war.

This could make it harder for the Fed to cool inflation, because loose conditions can support borrowing, spending, asset prices, and risk-taking.
#forex #bitcoin #borsa

#LONG % #SHORT ratios (9.07.2026) ⏰11.00

Asia markets steadied

Asia markets rebounded slightly after the recent heavy sell-off in semiconductors and technology stocks.

South Korea's KOSPI rose 0.6%, adding ₩36.6 trillion ($25 billion).

Japan's NIKKEI rose 1.38%, adding ¥19.7 trillion ($120 billion).

China's SSE rose 1.6%, adding ¥1.04 trillion ($145 billion).

India's NIFTY rose 0.7%, adding ₹3.7 trillion ($43 billion).

🇪🇺European Stock Markets Recovered➕European stock markets rose on Thursday; the STOXX 50 gained %1, while the STOXX 600 rose 0.5% after recovering following three consecutive session losses➕This rebound was supported by a decline in oil prices after an approximately 7% increase in crude oil over the previous two sessions.

🚨 #Crypto Fear and Greed Index : 22 ,EXTREME FEAR (9.07.2026)

#BTC⚠️ On Thursday, it is trading around $63,000➕It had seen a decline in the previous session➕Investors are assessing the renewed hostility between the US and Iran

#NZD⚠️New Zealand dollar rose to $0.5729, its highest level in about three weeks, after the central bank’s hawkish stance➕RBNZ on Wednesday increased its official cash rate by 25 basis points for the first time in three years.

#JPY🇯🇵Japanese yen, against the US dollar, was trading around 162.37 on Thursday, staying near the lowest levels in 40 years➕The renewed conflict between the United States and Iran pushed up oil prices, putting pressure on Japan's oil-dependent economy and having a negative impact on the currency

#DXY🇺🇸Dollar index traded near the 101 level on Thursday and continued on a weekly gains path, supported by renewed conflict in the Middle East which underpinned the safe-haven demand for the currency➕Minutes from the Federal Reserve's June meeting showed that only a few policymakers supported rate hikes, while officials voiced growing concerns about inflation➕Markets continue to price at least one Fed rate hike by the end of 2026.

#GOLD⚠️With the rise in petrol prices slowing, gold rose above $4,100 per ounce on Thursday, but remained under pressure due to concerns that renewed conflict in the Middle East could disrupt the region’s energy supply and intensify inflation pressures➕Meanwhile, the minutes of the Federal Reserve’s June meeting showed that only a few policymakers were in favor of rate hikes, as officials voiced growing concerns about inflation➕Markets continue to price in at least one Fed rate hike by the end of 2026.

#CRUDE⛽️Crude oil prices for petrol remained around $72.90 per barrel on Thursday and rose by more than 6% over the week➕This increase came after the U.S. military confirmed it carried out a second consecutive day of strikes on Iran; this heightened tensions and fueled concerns about energy supply from the Middle East

#BRENT⛽️On Thursday, Brent crude oil traded near $77,300 per barrel and rose by about 8% over the week➕This increase came after the U.S. military confirmed that it carried out a second consecutive day of attacks on Iran, heightening tensions in the Middle East and stoking concerns about energy supply

⚠️#Kakao, jumped to the highest price in 6 months 📈 🍫Kakao futures continued to rise, moving above $6,000 per ton—a new peak since January—amid ongoing concerns about the upcoming West African cocoa harvest.

🇹🇷 BIST 100 index started the day with a 0.44% rise at 14,253.05 points
#stockmarket #shares

🇹🇷 VİOP BIST 30 index contract started the day at 17,275.00 points with a 0.69% rise
#stockexchange #shares

🇺🇸President Trump says that Iran called him and that they are "very eager to make a deal."

⚠️U.S. stock index futures turn green on this news.

Good morning!
Get your coffee, and start the day with beautiful energies!
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