MARKET WATCH (SEKER YATIRIM) THE BIST 100 INDEX STARTED WEDNESDAY WITH REACTION PURCHASES, ROSE 1.44% ON STRONGER BUYING TOWARD THE CLOSE, AND ENDED AT 10,464.48. THE BANKING INDEX ROSE 0.16% AND THE INDUSTRIAL INDEX GAINED 2.28%. ACCORDING TO YESTERDAY`S CENTRAL GOVERNMENT BUDGET DATA FOR SEPTEMBER THE BUDGET DEFICIT STOOD AT TRY 309.6 BILLION, WHILE THE PRIMARY BALANCE SAW A DEFICIT OF TRY 73 BILLION. BUDGET PERFORMANCE EXHIBITED A NEGATIVE TREND IN SEPTEMBER DUE TO THE DECLINE IN CORPORATE TAX COLLECTION AND HIGH INTEREST PAYMENTS. IN A PRESENTATION IN THE U.S., CBRT GOVERNOR FATIH KARAHAN NOTED THAT DATA SOURCES DIFFERED REGARDING THE STRENGTH OF ECONOMIC ACTIVITY, AND THAT THE TRANSITION TO DIGITALIZATION OBSCURED VARIOUS DATA RELEASES, MAKING MACROECONOMIC DATA MORE DIFFICULT TO INTERPRET. KARAHAN ALSO EMPHASIZED THAT A COMBINATION OF ECONOMIC ACTIVITY AND DEMAND INDICATORS SUGGESTS A CONTINUED MODERATION. THE VIOP NEAR-TERM INDEX CONTRACT FELL BY 0.55% IN THE EVENING SESSION. ON THE GLOBAL FRONT, DESPITE INTRA-SESSION VOLATILITY FOLLOWING U.S. TREASURY SECRETARY SCOTT BESSENT`S ANNOUNCEMENT THAT THE GOVERNMENT WOULD IMPOSE PRICE FLOORS ACROSS MANY SECTORS TO COMBAT CHINA`S MARKET MANIPULATION, THE U.S. STOCK MARKETS GENERALLY CLOSED HIGHER. THE DOW JONES INDUSTRIAL AVERAGE, WHICH CLOSED DOWN 0.04%, DIVERGED NEGATIVELY. WHILE EUROPEAN STOCK MARKETS GENERALLY CLOSED LOWER, THE FRENCH CAC 40 INDEX ROSE 1.99%, REFLECTING GROWING EXPECTATIONS OF A RESOLUTION TO THE COUNTRY`S RECENT POLITICAL CRISIS. ON THE ASIAN SIDE, POSITIVE ACTIVITY DOMINATED MIDWEEK. AS THE NEW DAY BEGAN, THE U.S. FUTURES WERE TRADING NEAR-FLAT. EUROPEAN FUTURES WERE SHOWING LIMITED LOSSES. IN ASIA, JAPANESE AND SOUTH KOREAN STOCK MARKETS WERE POSITIVE, WHILE CHINESE AND HONG KONG STOCK MARKETS WERE SHOWING LOSSES. TODAY`S DATA AGENDA WILL FOCUS ON THE SEPTEMBER HOUSING PRICE INDEX AND HOME SALES STATISTICS, AS WELL AS WEEKLY MONEY AND BANKING STATISTICS. GLOBALLY, THE EUROZONE FOREIGN TRADE BALANCE AND THE PHILADELPHIA FED MANUFACTURING INDEX ARE THE HIGHLIGHTS. IN THE U.S., SEPTEMBER CPI DATA, NORMALLY DUE YESTERDAY, WAS POSTPONED UNTIL OCTOBER 24 DUE TO THE FEDERAL GOVERNMENT SHUTDOWN. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START THURSDAY WITH A LIMITED POSITIVE TREND AND FLUCTUATE THEREAFTER. SUPPORT: 10,300 - 10,200 RESISTANCE: 10,600 - 10,700. 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. 16.10.2025 09:26:27