MARKET WATCH (SEKER YATIRIM) OUTLOOK: MIDWEEK, DOMESTIC MARKETS WERE CLOSED. THE BIST-100 INDEX HAD STARTED TUESDAY NEGATIVELY AT 13,988.40, SIGNIFICANTLY RECOVERED ITS INTRADAY LOSSES THROUGHOUT THE DAY, YET CLOSED AT 14,079.97, DOWN 0.09%. THE BANKING INDEX ROSE BY 1.33% AND THE INDUSTRIAL INDEX BY 1.23%, SHOWING POSITIVE DIVERGENCE. THE FINANCIAL LEASING AND FACTORING INDEX, IN WHICH DESTEK FINANS FAKTORING HAS A 93% INDEX WEIGHTING, LOST 9.26% WITH THE SHARP DECLINE IN ITS SHARE PRICE, BECOMING THE DAY`S WEAKEST PERFORMING INDEX. THE STRONGEST PERFORMER WAS THE METAL MAIN INDEX, WHICH GAINED 2.56%. THE VIOP AUGUST FUTURES CONTRACT FOR THE NEAR-TERM INDEX FELL BY 0.11% DURING TUESDAY`S EVENING SESSION, WHICH REMAINED RELATIVELY QUIET. MIDWEEK, GLOBAL EQUITY MARKETS GAVE A MIXED PERFORMANCE. ON A DAY OF WEAK RISK APPETITE IN EUROPE, THE GERMAN DAX INDEX FELL BY 0.59%, AND THE EURO STOXX 50 INDEX BY 0.15%. IN THE U.S. MARKETS, RISK APPETITE WAS HIGHER, WITH THE DOW JONES INDEX GAINING 0.29%, THE S&P 500 INDEX 0.38%, AND THE NASDAQ INDEX 0.62%. FED CHAIRMAN KEVIN WARSH STATED THAT INVESTMENTS IN AI COULD LEAD TO SHORT-TERM PRICE INCREASES IN CERTAIN GOODS AND SERVICES, BUT THAT CREATING PERMANENT INFLATION WAS NOT INEVITABLE. FRESH U.S. AIRSTRIKES AGAINST IRAN AND TEHRAN`S REFUSAL TO BACK DOWN ON THE STRAIT OF HORMUZ ISSUE HAVE HEIGHTENED TENSION IN THE REGION. SEPARATELY, WASHINGTON HAS ALSO DECIDED TO IMPOSE A 25% TARIFF ON CERTAIN PRODUCTS IMPORTED FROM BRAZIL FROM JULY 22ND. YESTERDAY`S U.S. PRODUCER INFLATION DATA, WHICH CAME IN BELOW EXPECTATIONS, WEAKENED EXPECTATIONS OF A FED INTEREST RATE HIKE AND CAUSED A DECLINE IN U.S. BOND YIELDS. THIS MORNING, BRENT CRUDE OIL IS TRADING AT USD83.6 IN THE SPOT MARKET, DOWN 1.3%. IN THE STOCK MARKET, ANTHROPIC IS REPORTEDLY PREPARING FOR INVESTOR MEETINGS AHEAD OF ITS PLANNED IPO IN OCTOBER, WHILE SHARP DECLINES IN ASIAN TECHNOLOGY STOCKS DUE TO HIGH VALUATION CONCERNS ARE NOTEWORTHY. THE JAPANESE NIKKEI 225 INDEX FELL BY 3%, WHILE THE SOUTH KOREAN KOSPI INDEX IS TRADING WITH A LOSS EXCEEDING 6%. IN FUTURES MARKETS, U.S. AND EUROPEAN FUTURES ARE SHOWING LIMITED POSITIVE PRICING. TODAY`S MACROECONOMIC DATA AGENDA INCLUDES THE CENTRAL GOVERNMENT BUDGET BALANCE DOMESTICALLY, AND ABROAD, WEEKLY JOBLESS CLAIMS, RETAIL SALES, THE PHILADELPHIA FED MANUFACTURING INDEX, PENDING HOME SALES, AND BUSINESS INVENTORIES DATA IN THE U.S. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START THURSDAY WITH A LIMITED NEGATIVE TREND, FOLLOWED BY A VOLATILE INTRADAY COURSE. SUPPORT: 13,975 - 13,870 RESISTANCE: 14,150 - 14,220 SEKER YATIRIM MENKUL DEGERLER A.S WWW.SEKERYATIRIM.COM.TR *** YASAL UYARI BURADA YER ALAN YATIRIM BILGI, YORUM VE TAVSIYELER YATIRIM DANISMANLIGI KAPSAMINDA DEGILDIR.YATIRIM DANISMANLIGI HIZMETI ARACI KURUMLAR, PORTFOY YONETIM SIRKETLERI, MEVDUAT KABUL ETMEYEN BANKALAR ILE MUSTERI ARASINDA IMZALANACAK YATIRIM DANISMANLIGI SOZLESMESI CERCEVESINDE SUNULMAKTADIR.BURADA YER ALAN YORUM VE TAVSIYELER, YORUM VE TAVSIYEDE BULUNANLARIN KISISEL GORUSLERINE DAYANMAKTADIR.BU GORUSLER MALI DURUMUNUZ ILE RISK VE GETIRI TERCIHLERINIZE UYGUN OLMAYABILIR.BU NEDENLE, SADECE BURADA YER ALAN BILGILERE DAYANILARAK YATIRIM KARARI VERILMESI BEKLENTILERINIZE UYGUN SONUCLAR DOGURMAYABILIR. 16.07.2026 09:36:09