1. Weekend Agenda Summary
The weekend economic agenda is shaped by focusing on energy price fluctuations caused by global geopolitical risks and US Federal Reserve (Fed) interest rate decisions. In Turkey, the easing of financial conditions and liquidations in the fund market are drawing investor attention. In the real estate market, TOKI's new discounts and social housing projects, along with the announcement of a housing draw in Istanbul, are creating new activity in the housing sector.
2. Economy & Finance (Turkey)
In global markets, increasing pressure for Fed interest rate hikes is causing price fluctuations in gold and precious metals, while Goldman Sachs paints a positive picture by noting that financial conditions have eased in Turkey. In the Turkish stock market, the liquidation of 131 funds and the revocation of a bank's license by the BDDK were developments that shook investor confidence. In the US, Volkswagen's recall of over 208.000 vehicles and JPMorgan's notable positioning regarding Bitcoin and gold comparison also affected global financial markets.
3. Money & Currency
While the USD/TRY exchange rate is on a controlled upward trajectory influenced by inflation data, the DXY (US Dollar Index) successfully passed the test at the 100 level and is gaining strength amid geopolitical risks. As the Dollar Dilemma persists in global markets, it was learned that the CBRT has started selling $5 billion to determine the balance sheet of the fund crisis. Saudi Arabia's claim that it cannot supply oil to European refineries and Brent crude prices rising above $107 due to geopolitical risks are increasing uncertainty in foreign exchange markets.
4. Real Estate
In Turkey, a 23% increase in housing prices was observed in August, while good news of a 25% discount was given to TOKI borrowers. It was announced that a draw for 1.602 housing units will be held in Istanbul and social housing applications will begin on September 14. Orhun Kartal emphasized that demand in the Istanbul housing market is shifting to quality housing, while VAKIF GYO announced the completion of its environmentally friendly Vezneciktepe project.
5. Trade & Foreign Trade
While work continues to finalize the import and trade deficit of electronic products in September 2026, the organizational structure and duties of the Import-Export Directorate have been back on the agenda. A competition investigation was launched against nut giants, while FIFA imposed transfer bans on 4 Turkish clubs. Saudi Arabia's halt to European oil shipments and the G7 countries' reconsideration of their oil reserves are among developments affecting global trade flows.
6. Geopolitical & Global Economy
The escalating tension between the US and Iran is supporting oil prices with geopolitical risks and demand, while JP Morgan, struggling to predict oil prices, expressed concerns by saying "We don't know". As President Trump signed a draft sanctions against Russia, emergency warnings were issued at 8 points in Saudi Arabia. As Warren Buffett retires after 60 years of management, "O-Ring Risk" discussions have begun in the global economy.
7. New Week Agenda
The main headlines to follow as we enter the new week are:
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Global Interest Rate Decisions: The interest rate decisions by the Fed and ECB next week and their impacts.
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Oil and Energy: The clarification of Saudi Arabia's claim of halt in oil supply and energy costs.
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Turkish Financial Markets: BDDK's statements regarding fund liquidations and their impact on the market.
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Currency and Inflation: How the inflation data to be announced at the end of the week will affect the TL and exchange rates.
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Trade Policies: The clarification of the import-export deficit and new trade regulations.
This content was compiled by artificial intelligence from weekend news; it is for informational purposes only, not investment advice.
News sources:
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Economy & Finance (Turkey): BloombergHT, CNN Türk, HaberTürk
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Real Estate: Google News · Real Estate, İşin Detayı Gayrimenkul, Sözcü Emlak
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Money & Currency: Doviz.com, Google Haberler · Döviz, Investing TR Forex, Direction of Money
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Trade & Foreign Trade: Google News · Trade
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Geopolitics: AA Güncel, DW Türkçe, Google News · Geopolitics
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Global Economy: BBC Business, Google News · World (EN)