ACILIS ONCESI PIYASALAR BULTENI (INFO YATIRIM) GLOBAL EQUITIES EXTENDED GAINS AHEAD OF THE US OPEN AFTER THE US REACHED A TRADE AGREEMENT WITH JAPAN, PROVIDING CLARITY AROUND TARIFFS AND BOOSTING RISK SENTIMENT. S&P 500 FUTURES ROSE 0.4%, NASDAQ 100 FUTURES TRADED FLAT, WHILE STOXX 600 CLIMBED 1% ON EXPECTATIONS THE EU MAY ALSO REACH A DEAL WITH THE US, SUPPORTING AUTOMAKERS. THE SO-CALLED “MAGNIFICENT SEVEN” US TECH GIANTS ARE EXPECTED TO REPORT A COMBINED 14% YOY RISE IN Q2 PROFITS, WHILE THE REST OF THE S&P 500 IS FORECAST TO BE FLAT, ACCORDING TO BLOOMBERG INTELLIGENCE. FOCUS REMAINS ON FORWARD GUIDANCE AND MARGIN RESILIENCE AMID ONGOING TARIFF NOISE. US 10-YEAR TREASURY YIELDS ADVANCED 2BPS TO 4.37%, REFLECTING WANING DEMAND FOR SAFE HAVENS AS TRADE UNCERTAINTY RECEDES. THE DOLLAR WAS LITTLE CHANGED YEN GAINED 0.2% VERSUS USD FOLLOWING POLITICAL SPECULATION IN JAPAN. IN EUROPE, GERMAN BUND YIELDS ROSE 2BPS, MIRRORING US MOVES. COMMODITIES WERE SOFTER, WITH WTI CRUDE DOWN 0.7% AT $64.86 AND SPOT GOLD DOWN 0.2%. ON THE CORPORATE FRONT, TEXAS INSTRUMENTS TUMBLED AFTER CAUTIONING ON TARIFF-DRIVEN DEMAND NOKIA OYJ CUT ITS PROFIT OUTLOOK CITING A WEAKER DOLLAR AND TARIFFS MORGAN STANLEY FACES A REGULATORY PROBE ON AML PROCEDURES. MARKET ATTENTION NOW SHIFTS TO UPCOMING EARNINGS FROM TESLA AND ALPHABET, WITH VOLATILITY EXPECTED SHOULD GUIDANCE DISAPPOINT. JPMORGAN STRATEGISTS WARNED OF COMPLACENCY, NOTING EARNINGS DOWNGRADES HAVE YET TO TRIGGER A BROADER MARKET CORRECTION. INFO YATIRIM MENKUL DEGERLER A.S. WWW.INFOYATIRIM.COM *** 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. 23.07.2025 16:07:34