MARKET WATCH(SEKER YATIRIM) THE BIST-100 INDEX STARTED THURSDAY WITH LIMITED NEGATIVE GAINS AT 14,029.16 POINTS, FOLLOWING A BULLISH TREND THEREAFTER TO CLOSE AT 14,251.29, UP 1.22%. THE BANKING INDEX DIVERGED NEGATIVELY WITH A 0.15% LOSS, WHILE THE INDUSTRIAL INDEX DIVERGED POSITIVELY WITH A 2.54% GAIN. THE LEASING AND FACTORING INDEX WAS THE WEAKEST PERFORMER OF THE DAY, LOSING 8.97%, WHILE THE CHEMICALS, PETROLEUM, AND PLASTICS INDEX WAS THE STRONGEST WITH ITS 3.90% GAIN. ACCORDING TO CBRT DATA, GROSS RESERVES INCREASED BY USD3.6 BILLION WEEKLY TO USD163.3 BILLION IN THE WEEK OF JULY 10TH. NET RESERVES EXCLUDING SWAPS ALSO INCREASED FROM USD40 BILLION TO USD42.5 BILLION IN THE SAME WEEK. THUS, THE RECOVERY MOMENTUM IN RESERVES CONTINUED FOR THE SECOND CONSECUTIVE WEEK. THE VIOP AUGUST FUTURES CONTRACT FOR THE NEAR-TERM INDEX FELL BY 0.19% IN THE EVENING SESSION. GLOBALLY, RISK APPETITE WAS GENERALLY WEAK IN EQUITY MARKETS YESTERDAY. IN EUROPE, THE GERMAN DAX INDEX FELL BY 0.34%, WHILE THE EURO STOXX 50 INDEX ROSE BY 0.25%. NEGATIVE NEWS FROM TECHNOLOGY COMPANIES LIKE NETFLIX, SPACEX, AND GOOGLE IN THE U.S., AND ONGOING TENSION IN THE MIDDLE EAST, HAS WEAKENED RISK APPETITE IN EQUITIES. NETFLIX`S LOWER-THAN-EXPECTED FINANCIAL FORECASTS, SPACEX`S CANCELLATION OF ITS STARSHIP LAUNCH, AND GOOGLE`S DELAY IN THE GEMINI 3.5 PRO MODEL ACCELERATED SELL-OFFS IN TECHNOLOGY STOCKS, WITH THE NASDAQ INDEX LOSING 1.47%. THE DECLINE IN THE DOW JONES INDEX WAS LIMITED TO 0.20%, WHILE THE S&P 500 INDEX FELL BY 0.51%. THE CONTINUATION OF U.S. AIRSTRIKES AGAINST IRAN, IRAN`S RETALIATORY ATTACKS ON U.S. BASES IN THE REGION, AND THE DECREASE IN SHIPPING TRAFFIC IN THE STRAIT OF HORMUZ ARE WEIGHING ON GLOBAL RISK APPETITE, WHILE THE SPOT PRICE OF BRENT CRUDE OIL IS STABILIZING NEAR THE USD84 LEVEL THIS MORNING. ASIAN STOCK MARKETS ARE CONTINUING THE SHARP DECLINES SEEN YESTERDAY, LED BY TECHNOLOGY STOCKS. PRESIDENT TRUMP`S FRESH ACCUSATION OF CHINESE INTERFERENCE IN THE 2020 PRESIDENTIAL ELECTION IS ALSO FUELING THE SELL-OFF. THE JAPANESE NIKKEI 225 INDEX IS DOWN MORE THAN 5% DAILY, WHILE CHINESE STOCK MARKETS ARE TRADING WITH LOSSES EXCEEDING 3%. THE SOUTH KOREAN KOSPI INDEX IS CLOSED FOR A PUBLIC HOLIDAY. IN FUTURES MARKETS, U.S. AND EUROPEAN FUTURES ARE TRADING IN NEGATIVE TERRITORY. ON THE MACROECONOMIC DATA AGENDA FOR THE DAY, DOMESTIC DATA TO BE FOLLOWED INCLUDES THE JUNE HOUSING PRICE INDEX, WEEKLY MONEY AND BANKING STATISTICS, AND WEEKLY SECURITIES STATISTICS. ADDITIONALLY, FITCH`S EXPECTED CREDIT RATING ASSESSMENT OF TURKIYE, TO BE RELEASED AFTER THE MARKET CLOSE, IS A KEY FOCUS FOR DOMESTIC MARKETS. ON THE GLOBAL FRONT, WE WILL BE FOLLOWING THE EUROZONE`S FINAL JUNE INFLATION DATA, AND IN THE U.S., JUNE HOUSING STARTS AND BUILDING PERMITS, AS WELL AS INDUSTRIAL PRODUCTION AND THE UNIVERSITY OF MICHIGAN CONSUMER SENTIMENT SURVEY. MARKET EXPECTATIONS ARE THAT EUROZONE CPI WILL DECREASE BY 0.1% ON A MONTHLY BASIS AND INCREASE BY 2.8% ON AN ANNUAL BASIS. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START FRIDAY WITH A LIMITED NEGATIVE TREND AND FOLLOW A VOLATILE COURSE THROUGHOUT THE DAY. SUPPORT: 14,160 - 14,100 RESISTANCE: 14,330 - 14,440. 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. 17.07.2026 09:32:14