MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST-100 INDEX STARTED TUESDAY WITH LIMITED POSITIVE MOMENTUM, TRADED POSITIVELY IN THE EARLY HOURS OF THE SESSION BUT LATER EXPERIENCED SELLING PRESSURE. WITH INCREASING SELLING PRESSURE TOWARDS THE CLOSE, THE INDEX ENDED THE DAY AT 14,121.83, DOWN 0.43%. THE BANKING INDEX GAINED 0.02% AND THE INDUSTRIAL INDEX 0.14%, SHOWING POSITIVE DIVERGENCE. THE WEAKEST PERFORMER OF THE DAY WAS THE TECHNOLOGY INDEX WITH A 2.25% LOSS, WHILE THE STRONGEST WAS THE FINANCIAL LEASING AND FACTORING INDEX WITH A 1.95% GAIN. THE CBRT TOOK NEW STEPS TOWARDS SIMPLIFICATION TO STRENGTHEN MACRO-FINANCIAL STABILITY AND SUPPORT THE EFFECTIVENESS OF THE MONETARY TRANSMISSION MECHANISM. IN THIS CONTEXT, IT WAS ANNOUNCED THAT THE `ADDITIONAL RESERVE REQUIREMENT IN TURKISH LIRA FOR FOREIGN CURRENCY DEPOSITS/PARTICIPATION FUNDS` PRACTICE, WHICH WAS IMPLEMENTED IN 2023 AND APPLIED AT A RATE OF 2.5%, HAS BEEN ABOLISHED. FURTHERMORE, THE RESERVE REQUIREMENT RATIOS APPLIED TO FOREIGN CURRENCY DEPOSITS/PARTICIPATION FUNDS HAVE BEEN DETERMINED AS 32% (PREVIOUSLY 30%) FOR DEMAND DEPOSITS AND MATURITIES UP TO 1 MONTH, AND 28% (PREVIOUSLY 26%) FOR LONGER MATURITIES. IN CONTRAST TO THE DOMESTIC MARKET, RISK APPETITE REMAINED HIGH IN GLOBAL EQUITY MARKETS YESTERDAY. ON THE EUROPEAN SIDE, THE GERMAN DAX INDEX ROSE BY 1.50%, AND THE EURO STOXX 50 INDEX BY 1.51%, WHILE IN THE U.S. MARKETS, THE DOW JONES INDEX GAINED 0.26%, THE S&P 500 INDEX 0.79%, AND THE NASDAQ INDEX 1.52%. AS THE NEW DAY BEGINS, MARKETS ARE FOCUSED ON NEWS FLOW REGARDING TALKS IN DOHA AS PART OF THE U.S.-IRAN AGREEMENT, MESSAGES FROM FED CHAIRMAN KEVIN WARSH AT THE ECB EVENT, AND A BUSY DATA AGENDA. STATEMENTS INDICATING PROGRESS IN THE DOHA TALKS ARE PUTTING PRESSURE ON OIL PRICES, WITH BRENT CRUDE SPOT TRADING NEAR USD73 THIS MORNING. ON THE STOCK MARKET SIDE, ASIAN BOURSES ARE GENERALLY SHOWING POSITIVE PRICE MOVEMENTS, WHILE THE SOUTH KOREAN KOSPI INDEX IS DIVERGING NEGATIVELY WITH A DECLINE OF NEARLY 2%. IN THE FUTURES MARKET, U.S. AND EUROPEAN FUTURES ARE SHOWING LIMITED NEGATIVE PRICES. ON THE MACROECONOMIC DATA AGENDA TODAY, THERE ARE NO MAJOR DOMESTIC DATA RELEASES OTHER THAN THE MANUFACTURING PMI. GLOBALLY, THE MANUFACTURING PMI DATA TO BE RELEASED IN THE U.S. AND EUROPE, AS WELL AS THE EUROZONE CPI AND THE U.S. ADP PRIVATE SECTOR EMPLOYMENT CHANGE DATA, STAND OUT. MARKET EXPECTATIONS ARE FOR THE EUROZONE CPI TO SHOW A 3.0% YOY INCREASE AND FOR ADP PRIVATE SECTOR EMPLOYMENT TO RISE BY 118,000 PEOPLE. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START WEDNESDAY WITH A LIMITED POSITIVE TREND, FOLLOWED BY A VOLATILE INTRADAY COURSE. SUPPORT: 14,020 - 13,920 RESISTANCE: 14,260 - 14,400. 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. 01.07.2026 09:28:08