MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST-100 INDEX STARTED MONDAY POSITIVELY, CONTINUING ITS VOLATILE POSITIVE TREND. REACHING A NEW RECORD HIGH IN TRY TERMS OF 12,378.76, THE INDEX CLOSED THE DAY AT 12,254.83, UP 0.44%, CONTINUING ITS UPTREND FOR THE NINTH CONSECUTIVE TRADING DAY. AMONG SECTORAL INDICES, THE BANKING INDEX DIVERGED NEGATIVELY, DOWN 0.34%, WHILE THE INDUSTRIAL INDEX DIVERGED POSITIVELY WITH A 1.62% GAIN. THE VIOP FEBRUARY FUTURES CONTRACT FOR THE NEAR-TERM INDEX ROSE 0.32% IN THE EVENING SESSION. ON THE GLOBAL FRONT, THE U.S. STOCK MARKETS, WHICH STARTED THE DAY NEGATIVELY WITH CONCERNS OVER THE INDEPENDENCE OF THE FED, ENDED THE DAY POSITIVELY. THE DOW JONES INDEX ROSE 0.17%, THE S&P 500 INDEX ROSE 0.16%, AND THE NASDAQ INDEX ROSE 0.26%. ASIAN AND EUROPEAN STOCK MARKETS ALSO ENDED THE DAY POSITIVELY. PRESIDENT TRUMP HAS ANNOUNCED THAT A 25% ADDITIONAL TARIFF WOULD BE IMPOSED ON ALL COUNTRIES THAT TRADE WITH IRAN ON THEIR TRADE WITH THE U.S.. WHILE MOST ASIAN STOCK MARKETS ARE POSITIVE THIS MORNING, CHINESE MARKETS ARE DIVERGING NEGATIVELY. THE JAPANESE NIKKEI STOCK MARKET IS TRADING WITH GAINS EXCEEDING 3%, DRIVEN BY EXPECTATIONS OF EARLY ELECTIONS IN THE COUNTRY. IN FUTURES MARKETS, THE U.S. FUTURES ARE GIVING A LIMITED NEGATIVE PERFORMANCE, WHILE EUROPEAN FUTURES ARE GIVING A LIMITED POSITIVE ONE. ON THE MACROECONOMIC DATA AGENDA FOR THE DAY, THE CURRENT ACCOUNT BALANCE AND RETAIL SALES DATA FOR NOVEMBER STAND OUT DOMESTICALLY. MARKET EXPECTATIONS ARE FOR A CURRENT ACCOUNT DEFICIT OF USD3 BILLION. WE EXPECT A CURRENT ACCOUNT DEFICIT OF USD3.45 BILLION. GLOBALLY, THE U.S. CPI DATA FOR DECEMBER IS IN FOCUS. MARKET EXPECTATIONS ARE FOR A MONTHLY INCREASE OF 0.3% AND AN ANNUAL INCREASE OF 2.7% IN THE U.S. IN DECEMBER. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START TUESDAY WITH LIMITED POSITIVE GAINS, FOLLOWED BY A VOLATILE TRADING SESSION. SUPPORT: 12,100 - 12,000 RESISTANCE: 12,300 - 12,400 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. 13.01.2026 09:41:32