MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST100 INDEX STARTED WEDNESDAY ON A NEGATIVE TREND, WEAKENING AMID RISING SALES THEREAFTER TO CLOSE AT 9,266.09, DOWN 1.36%. THE INDUSTRIAL INDEX FELL BY 2.20% AND THE BANKING INDEX LOST 0.66%. TODAY, DOMESTIC MARKETS ARE FOCUSED ON THE CBRT’S INTEREST RATE DECISION. BOTH THE MARKET AND OUR EXPECTATIONS ARE THAT NO CHANGE WILL BE MADE IN THE POLICY RATE. HOWEVER, IT IS ALSO POSSIBLE THAT THE CBRT, WHICH HAS MOVED TO AN ASYMMETRIC CORRIDOR SINCE THE INTERIM MPC DECISION, WILL RAISE THE POLICY RATE (42.5%) TO THE ACTUAL FUNDING LEVEL (46%). INFLATION DEVELOPMENTS, THE REASONS FOR THE INTEREST RATE DECISION, AND THE DISCOURSE ON THE MONETARY POLICY STANCE WILL BE CLOSELY MONITORED IN THE DECISION TEXT. ON THE GLOBAL FRONT, WHILE EUROPEAN STOCK MARKETS WERE MIXED YESTERDAY, THE U.S. BOURSES RECORDED DECLINES OF UP TO 3% LED BY TECHNOLOGY STOCKS AFTER NVIDIA ANNOUNCED ITS LOSS REGARDING THE RESTRICTION OF CHIP SALES TO CHINA, AND POWELL`S STATEMENT THAT THE TARIFFS WERE LIKELY TO CAUSE AT LEAST A TEMPORARY RISE IN INFLATION. THIS MORNING, TRUMP’S ANNOUNCEMENT THAT “GREAT PROGRESS” HAS BEEN MADE WITH JAPAN, THE FIRST COUNTRY HE HAS STARTED TARIFF NEGOTIATIONS WITH, SUPPORTED PURCHASES ON ASIAN STOCK MARKETS, WHILE GERMAN DAX FUTURES AND U.S. FUTURES ARE ALSO ON THE RISE. DEVELOPMENTS REGARDING TARIFFS WILL REMAIN CLOSELY MONITORED. THE ECB’S INTEREST RATE DECISION WILL BE FOLLOWED TODAY, AND THE MARKETS EXPECT THE BANK TO OPT FOR A CUT OF 25 BPS. THE VIOP30 INDEX CLOSED THE EVENING SESSION DOWN 1.07%. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START THURSDAY WITH A NEGATIVE TREND FOLLOWED BY INTRADAY VOLATILITY. SUPPORT: 9,250 - 9,100 RESISTANCE: 9,500 - 9,660. 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. 17.04.2025 09:32:28