MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST 100 INDEX STARTED THE FIRST TRADING DAY OF THE WEEK WITH A VOLATILE COURSE BUT STRENGTHENED FOLLOWING THE NEWS THAT THE LAWSUIT SEEKING THE ANNULMENT OF CHP’S 38TH ORDINARY CONGRESS WAS POSTPONED TO FRIDAY, OCTOBER 24. BY FORCE OF THE RENEWED BUYING INTEREST, THE INDEX GAINED 6.06% AND CLOSED THE DAY AT 11,000.26 POINTS. THE POSTPONEMENT OF DOMESTIC POLITICAL CONCERNS BOOSTED RISK APPETITE IN THE MARKET, ENABLING THE BIST 100 TO RECORD ITS FIRST DAILY CLOSE ABOVE THE 11,000 LEVEL SINCE SEPTEMBER 1. IN LINE WITH THE MAIN INDEX, THE BANKING INDEX ROSE BY 6.06%, WHILE THE INDUSTRIAL INDEX ENDED THE DAY UP BY 5.48%. ON THE GLOBAL FRONT, BOTH THE U.S. AND EUROPEAN STOCK MARKET INDICES MADE POSITIVE CLOSES ON THE FIRST TRADING DAY OF THE WEEK. AS WE START THE SECOND TRADING DAY OF THE WEEK, U.S. FUTURES ARE TRADING SLIGHTLY POSITIVE, WHILE ASIAN MARKETS DISPLAY A MILDLY NEGATIVE TREND. MARKET FOCUS REMAINS ON THE FED’S SEPTEMBER FOMC MEETING, WHICH WILL START TODAY. CONSENSUS EXPECTATIONS POINT TO A 25-BASIS-POINT RATE CUT TO BE ANNOUNCED TOMORROW EVENING FOLLOWING THE TWO-DAY MEETING. ON THE DOMESTIC AGENDA, HOUSING PRICES, HOUSING SALES DATA, AND TREASURY AUCTIONS WILL BE CLOSELY WATCHED. MEANWHILE, REPORTS OF ISRAEL LAUNCHING A GROUND OFFENSIVE INTO GAZA HAVE HEIGHTENED GEOPOLITICAL TENSIONS IN THE MIDDLE EAST, WHICH COULD WEIGH ON RISK APPETITE AT THE MARKET OPEN. NEVERTHELESS, WE EXPECT THAT THE BIST 100 INDEX TO MAINTAIN A POSITIVE DIRECTION THROUGHOUT THE DAY. MONEY MARKET: THE LIRA WAS POSITIVE YESTERDAY, GAINING 0.18% AGAINST THE USD TO CLOSE AT 41.2939. THE CURRENCY ALSO DEPRECIATED BY 0.08% AGAINST A BASKET OF $0.50 AND €0.50. MEANWHILE, THE LOCAL FIXED INCOME MARKETS WERE POSITIVE. THE TEN-YEAR BENCHMARK BOND WAS TRADED WITHIN A RANGE OF 32.18%-32.24%, ENDING THE DAY AT A LOW OF 32.18%, 48 BPS BELOW ITS PREVIOUS CLOSING. 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. 16.09.2025 09:43:58