MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST 100 INDEX STARTED FRIDAY ON A POSITIVE TREND, BUT FELL 2.02% ON INCREASED SELLING PRESSURE FOLLOWING INFLATION DATA THAT EXCEEDED EXPECTATIONS, CLOSING AT 10,858.52. THE BANKING INDEX LOST 4.36% OF ITS VALUE, WHILE THE DECLINE IN THE INDUSTRIAL INDEX WAS LIMITED TO 1.16%. ACCORDING TO DATA RELEASED BY TURKSTAT, THE CPI INCREASED BY 3.23% MOM IN SEPTEMBER, WHILE ANNUAL INFLATION STOOD AT 33.29%. THE HIGHER-THAN-EXPECTED DATA RAISED QUESTIONS IN THE MARKETS ABOUT THE DISINFLATION PROCESS AND SPARKED EXPECTATIONS THAT THE CBRT MIGHT SLOW DOWN ITS INTEREST RATE CUTS AT THE MPC MEETING ON OCTOBER 23. MEANWHILE, UNCERTAINTIES STEMMING FROM THE U.S. FEDERAL GOVERNMENT SHUTDOWN PERSIST. NON-FARM PAYROLL DATA FOR SEPTEMBER, NORMALLY EXPECTED ON FRIDAY, WAS POSTPONED. HOWEVER, WHEN WE LOOK AT THE PERFORMANCE OF THE U.S. STOCK MARKETS, WE NOTE THAT THE UPTREND IN INDICES OTHER THAN THE NASDAQ CONTINUED ON FRIDAY. IN EUROPE, A POSITIVE TREND WAS OBSERVED WITH THE EXCEPTION OF THE GERMAN DAX INDEX. ASIAN STOCK MARKETS FOLLOWED A MIXED COURSE ON THE DAY, WITH CHINESE AND SOUTH KOREAN STOCK MARKETS CLOSED FOR A PUBLIC HOLIDAY. JAPANESE AND AUSTRALIAN STOCK MARKETS CLOSED HIGHER, WHILE HONG KONG`S CLOSED LOWER. THE VIOP NEAR-TERM INDEX CONTRACT CLOSED THE EVENING SESSION UP 0.45%. MIDDLE EAST NEWS IS THE PRIMARY FOCUS AS WE BEGIN THE NEW WEEK. FOLLOWING CALLS FROM PRESIDENT TRUMP, INDIRECT TALKS BETWEEN HAMAS AND ISRAELI DELEGATIONS ARE EXPECTED TO BEGIN IN EGYPT TODAY. THE TALKS WILL REPORTEDLY FOCUS ON A COMPREHENSIVE CEASEFIRE AND PRISONER SWAP WITHIN THE FRAMEWORK OF TRUMP`S 20-POINT GAZA PLAN. ON MONDAY, THERE ARE NO MAJOR DOMESTIC DATA RELEASES, WHILE EUROZONE RETAIL SALES AND SENTIX INVESTOR CONFIDENCE FIGURES ARE PROMINENT GLOBALLY. ECB PRESIDENT LAGARDE`S SPEECH AT 8:00 PM (GMT+3) WILL ALSO BE WATCHED. THE U.S. FUTURES ARE INDICATING A CONTINUED UPTREND TODAY, WHILE EUROPEAN FUTURES ARE TRADING NEAR-FLAT. IN ASIA, WHILE CHINA IS CLOSED FOR A PUBLIC HOLIDAY, JAPAN IS SEEING A STRONG POST-ELECTION RALLY, WHILE OTHER STOCK MARKETS ARE MIXED. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START MONDAY ON A POSITIVE TREND, DRIVEN BY STRENGTHENING EXPECTATIONS FOR PEACE IN GAZA, BEFORE EXPERIENCING VOLATILITY LATER IN THE DAY. SUPPORT: 10,750 - 10,650 RESISTANCE: 11,000 - 11,150. 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. 06.10.2025 09:38:26