MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST-100 INDEX STARTED MIDWEEK WITH A SLIGHTLY NEGATIVE TREND, FLUCTUATING BETWEEN 13,600.31 AND 13,835.50 POINTS THROUGHOUT THE DAY. THE BENCHMARK INDEX GAINED 0.02% DAILY, CLOSING AT 13,744.64 POINTS. THE BANKING INDEX DIVERGED NEGATIVELY WITH A 1.50% LOSS, WHILE THE INDUSTRIAL INDEX SAW A LIMITED DECLINE OF 0.60%. THE TECHNOLOGY INDEX, IN WHICH ASELSAN HOLDS A 68% WEIGHTING, WAS THE STRONGEST PERFORMER OF THE DAY, RISING 4.11% THANKS TO THE STOCK`S POSITIVE PERFORMANCE. THE WEAKEST PERFORMER WAS THE SPORTS INDEX, WHICH LOST 2.97%. THE VIOP JUNE FUTURES CONTRACT FOR THE NEAR-TERM INDEX FELL 0.45% IN THE EVENING SESSION. GLOBALLY, A SELL-OFF DOMINATED EQUITY MARKETS YESTERDAY. IN THE U.S., MAY CPI DATA SHOWED A MONTHLY INCREASE OF 0.5% AND AN ANNUAL INCREASE OF 4.2%, IN LINE WITH MARKET EXPECTATIONS. FOLLOWING THE INFLATION DATA, UNCERTAINTY REGARDING THE FED`S INTEREST RATE PATH PERSISTED, LEADING TO SELLING PRESSURE IN U.S. STOCK MARKETS. THE DOW JONES INDEX FELL 1.87%, THE S&P 500 INDEX 1.62%, AND THE NASDAQ INDEX 1.98%. IN EUROPE, THE DAY WAS ALSO MARKED BY SELLING PRESSURE, WITH THE GERMAN DAX INDEX FALLING 0.97% AND THE EURO STOXX 50 INDEX FALLING 0.62%. YESTERDAY EVENING, TENSION ESCALATED AGAIN IN THE MIDDLE EAST, WITH THE U.S. MILITARY ANNOUNCING FRESH AIRSTRIKES TARGETING IRANIAN AIR DEFENSE SYSTEMS, SURVEILLANCE INFRASTRUCTURE, AND COMMUNICATIONS NETWORKS. PRESIDENT TRUMP STATED THAT THE ATTACKS COULD CONTINUE IF AN AGREEMENT WITH IRAN IS NOT REACHED, WHILE IRAN ANNOUNCED IT WAS PREPARED FOR POSSIBLE NEW OPERATIONS AND MAINTAINED ITS CAPACITY FOR RETALIATION. WHILE THE U.S. DENIED IRANIAN CLAIMS THAT THE STRAIT OF HORMUZ WAS CLOSED, DEVELOPMENTS IN THE REGION INCREASED CONCERNS OVER ENERGY SUPPLY. BRENT CRUDE OIL, WHICH ROSE DUE TO INCREASED GEOPOLITICAL RISK, TESTING USD94.5 LAST NIGHT, HAS FALLEN TO USD92.5 THIS MORNING. IN EQUITY MARKETS, ASIAN BOURSES ARE GIVING A MIXED PERFORMANCE, WHILE IN FUTURES MARKETS, U.S. FUTURES CONTRACTS ARE PRICED POSITIVELY, AND EUROPEAN COUNTERPARTS ARE PRICED NEGATIVELY. ON THE DAY`S MACROECONOMIC DATA AGENDA, THE INTEREST RATE DECISION FROM THE CBRT’S MPC MEETING STANDS OUT. MARKET EXPECTATIONS ARE FOR THE CENTRAL BANK TO MAKE NO CHANGES TO INTEREST RATES, KEEPING THE POLICY RATE AT 37%. WE ALSO EXPECT NO CHANGE IN INTEREST RATES. ABROAD, MARKETS WILL FOCUS ON THE U.S. MAY PPI DATA AND THE ECB INTEREST RATE DECISION TODAY. MARKET EXPECTATIONS ARE FOR A 25 BPS INTEREST RATE INCREASE FROM THE ECB AT THIS MEETING. FOR THE U.S. PPI FIGURE, THE EXPECTATION IS A 0.7% MONTHLY AND A 6.4% ANNUAL INCREASE. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START THURSDAY FLAT, FOLLOWED BY A VOLATILE INTRADAY COURSE. SUPPORT: 13,650 - 13,550 RESISTANCE: 13,850 - 13,950. 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. 11.06.2026 09:34:42