MARKET WATCH (SEKER YATIRIM) THE BIST-100 INDEX STARTED THURSDAY POSITIVELY, FLUCTUATING BETWEEN 13,680.26 AND 14,188.99 POINTS THROUGHOUT THE DAY. THE BENCHMARK INDEX EXPERIENCED A DAILY LOSS OF 0.67%, CLOSING AT 13,872.25 POINTS. THE INDUSTRIAL INDEX DIVERGED NEGATIVELY, DOWN 1.45%, WHILE THE BANKING INDEX DIVERGED POSITIVELY, UP 2.26%. THE TECHNOLOGY INDEX, IN WHICH ASELSAN HAS A 67% WEIGHTING, LOST 4.43% DUE TO THE CONTINUED SHARP SELL-OFF IN THE STOCK, BECOMING THE WEAKEST PERFORMER OF THE DAY. THE STRONGEST PERFORMING INDEX WAS FINANCIAL LEASING AND FACTORING, WHICH GAINED 2.35%. THE VIOP JUNE FUTURES CONTRACT FOR THE NEAR-TERM INDEX ROSE 0.16% IN THE EVENING SESSION. ACCORDING TO CBRT DATA, IN THE SHORT WEEK ENDING MAY 26, FOREIGN INVESTORS MADE NET SALES OF UD91.1 MILLION IN EQUITIES AND NET SALES OF USD134.5 MILLION IN GOVERNMENT BONDS. GLOBALLY, YESTERDAY SAW BULLISH SENTIMENT IN EQUITY MARKETS. IN EUROPE, THE GERMAN DAX INDEX ROSE 0.60% AND THE EURO STOXX 50 INDEX GAINED 0.81%, WHILE IN THE U.S., THE DOW JONES INDEX GAINED 1.73% AND THE S&P 500 INDEX ROSE 0.41%. THE NASDAQ INDEX, HOWEVER, DIVERGED NEGATIVELY WITH A LIMITED LOSS OF 0.09%. GEOPOLITICAL RISK IN THE MIDDLE EAST REMAINS ON THE AGENDA, AND STATEMENTS FROM VARIOUS PARTIES ARE INCREASING UNCERTAINTY. RECENT DEVELOPMENTS INDICATE THAT HEZBOLLAH HAS REJECTED THE U.S.-LED CEASEFIRE INITIATIVE IN LEBANON, WHILE NO CONCRETE PROGRESS HAS BEEN MADE IN TALKS BETWEEN WASHINGTON AND TEHRAN. MEANWHILE, PRESIDENT TRUMP INSISTS THAT NEGOTIATIONS ARE NEARING COMPLETION. THIS MORNING, THE SPOT PRICE OF BRENT OIL IS TRADING CALMLY BELOW THE USD95 LEVEL. IN THE STOCK MARKET, NEGATIVE PRICING PREVAILS ACROSS ASIAN STOCK MARKETS, AND THE U.S. AND EUROPEAN FUTURES ARE ALSO TRADING NEGATIVELY. ON THE MACROECONOMIC DATA AGENDA TODAY, THE FOCUS OF DOMESTIC MARKETS IS ON MAY INFLATION DATA. MARKET EXPECTATIONS ARE FOR A MONTHLY INCREASE OF 1.6% AND AN ANNUAL INCREASE OF 32.49% FOR CPI IN MAY. WE EXPECT A MONTHLY INFLATION RATE OF 1.67% AND AN ANNUAL RATE OF 32.54%. GLOBALLY, ATTENTION TURNS TO U.S. NON-FARM PAYROLLS DATA FOR MAY AND EUROZONE GROWTH NUMBERS. MARKET EXPECTATIONS INDICATE THAT NON-FARM PAYROLLS IN THE U.S. INCREASED BY 85,000 IN MAY. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START FRIDAY WITH A LIMITED NEGATIVE OPENING, FOLLOWED BY VOLATILE INTRADAY TRADING. SUPPORT: 13,750 - 13,650 RESISTANCE: 14,050 - 14,150. 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. 05.06.2026 09:34:07