MARKET WATCH (SEKER YATIRIM) THE BIST 100 INDEX, WHICH STARTED THURSDAY WITH A FLAT-TO-NEGATIVE TREND, TESTED 10,735 AMID STRENGTHENING BUYING LATER IN THE SESSION. YET, THE BENCHMARK INDEX FAILED TO SUSTAIN ITSELF AROUND THIS LEVEL. FOLLOWING PROFIT-TAKING THAT ROSE AFTER THE CBRT’S POLICY RATE DECISION, THE INDEX RETREATED TO 10,367 AND CLOSED THE DAY AT 10,383, DOWN 1.92%. AT THE CBRT’S SEPTEMBER MEETING YESTERDAY, THE CBRT MONETARY POLICY COMMITTEE (MPC) CUT THE POLICY RATE BY 250 BASIS POINTS—ABOVE MARKET EXPECTATIONS—BRINGING IT DOWN TO 40.5%. BOTH THE MARKET AND SEKER INVEST HAD EXPECTED A 200-BASIS-POINT CUT. AHEAD OF THE CBRT DECISION THE BANKING INDEX HAD TRENDED POSITIVELY, TESTING 15,848 DURING THE DAY HOWEVER, FOLLOWING INCREASED SELLING PRESSURE AFTER THE RATE CUT, IT BROKE BELOW 15,000 TO CLOSE AT 14,899, RECORDING A DAILY LOSS OF 2.89%. MEANWHILE, THE INDUSTRIAL INDEX FELL BY 1.34%. ON THE GLOBAL FRONT, EQUITY MARKETS EXPERIENCED A DAY OF STRONG RISK APPETITE. ACCORDING TO U.S. DATA RELEASED FOR AUGUST, THE CONSUMER PRICE INDEX (CPI) ROSE 2.9% YEAR-ON-YEAR, IN LINE WITH MARKET EXPECTATIONS. WITH CPI IN LINE WITH FORECASTS, MARKETS ARE CURRENTLY PRICING A 92.5% PROBABILITY OF THE FED CUTTING RATES BY 25 BASIS POINTS AT ITS SIXTH FOMC MEETING OF THE YEAR ON SEPTEMBER 16–17. EXPECTATIONS OF A RATE CUT ARE SUPPORTING UPWARD MOMENTUM IN BOTH GOLD AND U.S. EQUITY MARKETS. IN EUROPE THE EUROPEAN CENTRAL BANK (ECB) KEPT INTEREST RATES UNCHANGED, IN LINE WITH MARKET EXPECTATIONS. AS THE NEW DAY BEGINS, ASIAN STOCK MARKETS ARE SHOWING A POSITIVE TREND. TODAY, DOMESTIC DATA TO WATCH INCLUDES THE BALANCE OF PAYMENTS (MARKET EXPECTATION: USD 1.5 BILLION SURPLUS SEKER INVEST EXPECTATION: USD 1.3 BILLION CURRENT ACCOUNT SURPLUS) AND THE MARKET PARTICIPANTS SURVEY. WE EXPECT THE BIST 100 INDEX TO START FRIDAY WITH LIMITED CORRECTIVE BUYING. AFTER THE OPENING, THE INDEX MAY FOLLOW A VOLATILE INTRADAY COURSE. MARKETS CONTINUE TO AWAIT THE COURT CASE CONCERNING THE CANCELLATION OF THE OPPOSITION CHP CONVENTION ON SEPTEMBER 15, AND THE FED’S CRITICAL FEDERAL OPEN MARKET COMMITTEE (FOMC) MEETING NEXT WEEK 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. 12.09.2025 09:37:55