MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST-100 INDEX STARTED THURSDAY SLIGHTLY ELEVATED, FLUCTUATING POSITIVELY THROUGHOUT THE DAY TO CLOSE AT 14,644.70, UP 0.32%. THE INDUSTRIAL INDEX ROSE 0.92%, AND THE BANKING INDEX GAINED 1.37%, SHOWING POSITIVE DIVERGENCE. THE INFORMATION TECHNOLOGY INDEX WAS THE STRONGEST PERFORMER OF THE DAY WITH A 3.86% INCREASE, WHILE THE FINANCIAL LEASING AND FACTORING INDEX WAS THE WEAKEST WITH AN 8.76% DECREASE. THE VIOP JUNE FUTURES CONTRACT FOR THE NEAR-TERM INDEX RECORDED A LIMITED DECREASE OF 0.01% IN THE EVENING SESSION. IN ITS SECOND INFLATION REPORT OF THE YEAR, THE CBRT REVISED ITS INTERIM INFLATION TARGETS UPWARDS: FROM 16% TO 24% FOR 2026, FROM 9% TO 15% FOR 2027, AND FROM 8% TO 9% FOR 2028. THE INFLATION FORECAST FOR 2026 WAS ANNOUNCED AS 26%. ACCORDING TO CBRT DATA, GROSS RESERVES RECOVERED BY USD6.0 BILLION TO USD171.5 BILLION IN THE WEEK ENDING MAY 8. NET RESERVES EXCLUDING SWAPS INCREASED BY USD2.9 BILLION TO USD38.2 BILLION. IN THE SAME WEEK, FOREIGN INVESTORS MADE NET PURCHASES OF USD214.5 MILLION IN EQUITIES. ON THE GOVERNMENT BOND SIDE, FOREIGN INVESTORS MADE NET PURCHASES OF USD182.0 MILLION IN BONDS FOR THE WEEK. RISK APPETITE REMAINED HIGH IN GLOBAL EQUITY MARKETS YESTERDAY, WITH THE DOW JONES INDEX RISING 0.75%, THE S&P 500 INDEX 0.77%, AND THE NASDAQ INDEX 0.88% IN THE U.S. IN EUROPE, THE GERMAN DAX INDEX GAINED 1.32%, WHILE THE EURO STOXX 50 INDEX ROSE 1.12%. PRESIDENT TRUMP ANNOUNCED THAT CHINA WILL INCREASE ITS OIL PURCHASES FROM THE U.S. AND THAT NEW AGREEMENTS HAVE BEEN REACHED BETWEEN THE TWO COUNTRIES. ON THE GEOPOLITICAL FRONT, U.S. COMMANDER BRAD COOPER STATED THAT IRAN`S MILITARY CAPABILITIES HAVE SIGNIFICANTLY WEAKENED, BUT THAT IT MAINTAINS CONTROL OVER THE STRAIT OF HORMUZ, WHILE CHINESE LEADER XI JINPING REPORTEDLY EXPRESSED HIS READINESS TO SUPPORT THE DIPLOMATIC PROCESS AIMED AT REOPENING THE STRAIT OF HORMUZ AND ENDING CONFLICT IN THE MIDDLE EAST. MEANWHILE, THE IMF ANNOUNCED THAT RISING OIL PRICES DUE TO THE WAR ARE PUSHING THE GLOBAL ECONOMY TOWARDS A `NEGATIVE SCENARIO,` BUT THAT MEDIUM-TERM INFLATION EXPECTATIONS REMAIN UNDER CONTROL. THIS MORNING, BRENT CRUDE OIL SPOT PRICES ARE HOVERING NEAR USD104 WITH LIMITED GAINS, WHILE A GENERAL SELL-OFF IS OBSERVED IN ASIAN STOCK MARKETS. NEGATIVE PRICING IS ALSO SEEN IN THE U.S. AND EUROPEAN INDEX FUTURES CONTRACTS. ON THE MACROECONOMIC DATA AGENDA FOR THE DAY, DOMESTICALLY, CENTRAL GOVERNMENT BUDGET STATISTICS FOR APRIL WILL BE RELEASED. GLOBALLY, THE U.S. INDUSTRIAL PRODUCTION AND THE NEW YORK EMPIRE STATE MANUFACTURING INDEX DATA STAND OUT. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START FRIDAY WITH A LIMITED NEGATIVE TREND, FOLLOWED BY A VOLATILE INTRADAY COURSE. SUPPORT: 14,550 - 14,450 RESISTANCE: 14,750 - 14,850. 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. 15.05.2026 09:30:38