MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST 100 INDEX STARTED WEDNESDAY ON A POSITIVE TREND BUT COULD NOT MAINTAIN ITS STRENGTH, REMAINING ON A DOWNTREND FOR THE REST OF THE DAY. THE BENCHMARK INDEX CLOSED AT 9,779.57, DOWN 1.04%. THE INDUSTRIAL INDEX DECREASED BY 1.14% AND THE BANKING INDEX DIVERGED RELATIVELY POSITIVELY, DOWN 0.01%. WHILE THE BIST MAINTAINS ITS WEAK COURSE DUE TO THE LACK OF SIGNIFICANT SHORT-TERM EXPECTATIONS BANKING STOCKS, PRIMARILY AFFECTED BY INTEREST RATE CUTS, DIVERGE POSITIVELY. WE EXPECT THE MACROECONOMIC OUTLOOK TO CONTINUE FLUCTUATING. YESTERDAY, GLOBAL MARKETS FOLLOWED THE CPI DATA ANNOUNCED IN THE USA. THE DATA PRINTED AT THE HIGHEST LEVEL SINCE AUGUST 2023, WITH A MONTHLY RISE OF 0.5% AND AN ANNUAL INCREASE OF 3.0%, COMPARED TO EXPECTATIONS OF A 0.3% MONTHLY INCREASE AND 2.9% ANNUAL INCREASE. FOLLOWING THE DATA, FED CHAIRMAN POWELL SAID THAT THERE WAS STILL A LOT OF WORK TO DO ON INFLATION, WHILE EXPECTATIONS FOR AN INTEREST RATE CUT FROM THE FED FOR 2025 DECREASED TO 1. YESTERDAY, THE U.S. STOCK MARKETS CLOSED THE DAY WITH A DECLINE, APART FROM THE NASDAQ, WHICH ROSE SLIGHTLY. ON THE OTHER HAND, POWELL STATED THAT AN AGREEMENT WOULD BE REACHED ON THE CEASEFIRE REGARDING UKRAINE AFTER THE PHONE CALL BETWEEN PRESIDENT TRUMP AND RUSSIAN PRESIDENT PUTIN. THIS MORNING, GERMAN DAX FUTURES, U.S. FUTURES AND ASIAN STOCK MARKETS ARE TRENDING POSITIVELY. TODAY, GLOBAL MARKETS WILL FOLLOW PPI DATA FROM THE USA. ON THE DOMESTIC FRONT, BALANCE OF PAYMENTS DATA FOR DECEMBER IS OUT TODAY. THE MARKET EXPECTATION IS FOR A DEFICIT OF USD 4BN. WE EXPECT A CURRENT ACCOUNT DEFICIT OF USD 4.25BN. THE VIOP30 INDEX COMPLETED THE EVENING SESSION UP 0.54%. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START THURSDAY ON A POSITIVE TREND, AND THEN ATTEMPT TO RISE IF SALES ARE MET. SUPPORT: 9,750 - 9,650 RESISTANCE: 9,900 - 10,000. 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. 13.02.2025 09:37:20