MARKET WATCH (SEKER YATIRIM) THE BIST-100 INDEX STARTED FRIDAY ON A POSITIVE TREND, LATER CLOSING THE DAY AT 11,294.48, UP 2.23% ON STRONGER PURCHASES IN THE AFTERNOON. THE BANKING INDEX ROSE 3.11%, WHILE THE INDUSTRIAL INDEX GAINED 1.69%. LAST WEEK, WE OBSERVED PRICING SENSITIVE TO DOMESTIC POLITICAL DEVELOPMENTS AT THE BIST. THE BIST100 INDEX, WHICH GAVE THE STRONGEST PERFORMANCE OF THE PAST 11 WEEKS, CLOSED THE WEEK AT 11,294.48, UP 8.89%. THE INDUSTRIAL INDEX GAINED 9.11%, AND THE BANKING INDEX CLIMBED 8.30% ON A WEEKLY BASIS. THE IMPROVEMENT IN CDS WAS ALSO NOTABLE LAST WEEK. TURKEY`S 5-YEAR CDS FELL TO 240BPS, REACHING ITS LOWEST LEVELS SINCE FEBRUARY 2020. IF THE IMPROVEMENT IN CDS CONTINUES OVER THE COMING WEEKS, AN INCREASE IN FOREIGN FUND FLOWS INTO THE COUNTRY IS LIKELY TO BE OBSERVED. ACCORDING TO A STATEMENT MADE BY PRESIDENT TRUMP AFTER THE SESSION ON FRIDAY EVENING, PRESIDENT RECEP TAYYIP ERDOGAN WILL VISIT THE WHITE HOUSE ON SEPTEMBER 25. FOLLOWING TRUMP`S REMARKS, MARKETS HAVE BUILT POSITIVE EXPECTATIONS FOR COMMERCIAL AND MILITARY AGREEMENTS, INCLUDING BOEING AIRCRAFT, A LARGE-SCALE F-16 PLAN, AND F-35 NEGOTIATIONS, TO BE REACHED AT THURSDAY`S CRITICAL MEETING IN WASHINGTON. THE NEAR-TERM VIOP INDEX CONTRACT, WHICH HAD BEEN TRADING NEAR THE 12,920-POINT LEVEL PRIOR TO TRUMP`S REMARKS, CLOSED THE EVENING SESSION UP 1.67% AT 13,143.00. GLOBALLY, FRIDAY IN THE U.S. STOCK MARKETS ENDED HIGHER, WHILE EUROPEAN STOCKS EXPERIENCED LIMITED LOSSES. ASIAN MARKETS ALSO SAW NEGATIVE CLOSES. AS MONDAY BEGINS, THE U.S. AND EUROPEAN FUTURES ARE TRADING NEAR-FLAT, WHILE ASIAN STOCK MARKETS ARE SEEING POSITIVE PRICE ACTION. DOMESTICALLY, THE CONSUMER CONFIDENCE INDEX IS THE PRIMARY FOCUS OF THE DAY`S DATA AGENDA, WHILE EUROZONE CONSUMER CONFIDENCE DATA AND SPEECHES FROM CENTRAL BANK OFFICIALS ARE ALSO PROMINENT. AS THE WEEK PROGRESSES, PMI DATA RELEASED ON TUESDAY, THE U.S. GROWTH DATA ON THURSDAY, AND FED MEMBERS` SPEECHES THROUGHOUT THE WEEK WILL BE MONITORED. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START MONDAY POSITIVELY AND REMAIN ON A POSITIVE INTRADAY TREND, SUPPORTED BY OPTIMISTIC EXPECTATIONS FOLLOWING TRUMP`S STATEMENTS. SUPPORT: 11,150 - 11,000 RESISTANCE: 11,400 - 11,500. 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. 22.09.2025 09:39:59