MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST-100 INDEX STARTED WEDNESDAY FLAT TO POSITIVE AT 13,692.31, BUT SAW WEAK INTRADAY RISK APPETITE, CLOSING AT 13,501.55, DOWN 1.36%. THE INDUSTRIAL INDEX FELL BY 1.52%, WHILE THE BANKING INDEX, WHERE SELLING PRESSURE WAS MORE INTENSE, DIVERGED NEGATIVELY, DOWN 3.17%. THE WEAKEST PERFORMER OF THE DAY WAS THE MINING INDEX WITH A 4.16% LOSS, WHILE THE STRONGEST WAS THE FINANCIAL LEASING AND FACTORING INDEX WITH A 1.03% GAIN. THE VIOP AUGUST FUTURES CONTRACT FOR THE NEAR-TERM INDEX COMPLETED THE EVENING SESSION DOWN 0.43%. GLOBAL EQUITY MARKETS ALSO SAW SELLING PRESSURE YESTERDAY. IN EUROPE, THE DECLINE IN THE GERMAN DAX INDEX WAS LIMITED TO 0.01%, WHILE THE EURO STOXX 50 INDEX FELL BY 0.70%. ON A DAY WHEN SELL-OFFS SPREAD ACROSS THE U.S. MARKETS, THE DOW JONES INDEX FELL 2.19%, THE S&P 500 INDEX DROPPED 1.52%, AND THE NASDAQ INDEX DECLINED 1.74%. FOLLOWING ITS FIFTH FOMC MEETING OF THE YEAR ON JULY 28-29, THE FED DECIDED TO KEEP ITS POLICY INTEREST RATE UNCHANGED AT 3.50-3.75%, AS EXPECTED. THE DECISION WAS MADE WITH A 9-3 VOTE, WITH CLEVELAND FED PRESIDENT BETH HAMMACK, DALLAS FED PRESIDENT LORIE LOGAN, AND MINNEAPOLIS FED PRESIDENT NEEL KASHKARI VOTING FOR A 25 BPS INCREASE. FED CHAIRMAN KEVIN WARSH STATED THAT THE FED WOULD NOT COMPROMISE ON ACHIEVING ITS 2% INFLATION TARGET, ADDING THAT A SUSTAINED RECOVERY IN INFLATION WOULD TAKE TIME. FOLLOWING THE DECISION, U.S. TREASURY YIELDS ROSE, WITH THE 10-YEAR TREASURY YIELD CLIMBING ABOVE 4.70%. ON THE U.S.-IRAN FRONT, CENTCOM ANNOUNCED YESTERDAY THAT IT HAD LAUNCHED A LARGE-SCALE OPERATION AGAINST DOZENS OF TARGETS, INCLUDING REVOLUTIONARY GUARD MILITARY COMMAND CENTERS, MISSILE AND DRONE FACILITIES, AND NAVAL ASSETS, IN RESPONSE TO IRANIAN ATTACKS ON AMERICAN BASES IN THE REGION. AS SIGNS OF THE TENSION SPREADING TO JORDAN AND EGYPT INCREASED, BRENT CRUDE OIL ROSE BY APPROXIMATELY 7% IN YESTERDAY`S SESSION. THIS MORNING, THE UPTREND IN OIL PRICES CONTINUES, WITH BRENT CRUDE TRADING ABOVE USD88. IN ASIAN MARKETS, THE JAPANESE NIKKEI 225 AND SOUTH KOREAN KOSPI INDICES ARE SHOWING A LIMITED REBOUND TODAY AFTER SHARP LOSSES OVER THE PAST TWO TRADING DAYS. STOCK MARKETS IN CHINA, AUSTRALIA, AND HONG KONG ARE TRENDING DOWNWARDS TODAY. IN FUTURES MARKETS, U.S. FUTURES ARE SHOWING LIMITED POSITIVE GAINS, WHILE EUROPEAN FUTURES ARE TRADING NEAR FLAT. ON THE MACROECONOMIC DATA AGENDA FOR THE DAY, DOMESTIC DATA TO BE FOLLOWED INCLUDES THE JUNE UNEMPLOYMENT RATE, THE JULY ECONOMIC CONFIDENCE INDEX, THE CBRT`S FX RESERVES, WEEKLY MONEY AND BANKING STATISTICS, AND WEEKLY SECURITIES STATISTICS. GLOBALLY, TODAY`S DATA AGENDA IS PACKED, WITH KEY RELEASES INCLUDING GERMANY`S CPI AND GDP GROWTH, THE EUROZONE`S UNEMPLOYMENT RATE AND GDP GROWTH, THE UK`S BOE INTEREST RATE DECISION, AND U.S. GDP GROWTH, CORE PCE, AND WEEKLY JOBLESS CLAIMS DATA. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START THURSDAY WITH A LIMITED NEGATIVE TREND AND EXPERIENCE VOLATILE MOVEMENTS THEREAFTER. SUPPORT: 13,390 - 13,285 RESISTANCE: 13,600 - 13,730. 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. 30.07.2026 09:35:05