MARKET WATCH (SEKER YATIRIM) THE BIST-100 INDEX STARTED FRIDAY POSITIVELY AT 14,511.73 POINTS, FLUCTUATING THROUGHOUT THE DAY TO CLOSE AT 14,417.91, DOWN 0.26%. ACCORDING TO TURKSTAT DATA CPI ROSE BY 0.99% MONTHLY IN JUNE, IN LINE WITH EXPECTATIONS, WHILE ANNUAL INFLATION REACHED 32.11%. THE DATA SHOWED A SIGNIFICANT SLOWDOWN IN CORE INFLATION INDICATORS, WHILE HEADLINE INFLATION REMAINED HIGHER DUE TO ADMINISTERED/REGULATED PRICES. FOLLOWING THE DATA RELEASE, THERE WAS A SIGNIFICANT DIVERGENCE IN SECTORAL PERFORMANCE, WITH THE BANKING INDEX EXPERIENCING INTENSE SELLING PRESSURE AND CLOSING WITH A 4.72% LOSS. THE INDUSTRIAL INDEX ROSE BY 1.53%, SHOWING A POSITIVE DIVERGENCE, WHILE THE STRONGEST PERFORMER OF THE DAY WAS THE MINING INDEX, GAINING 3.37%. THE VIOP AUGUST FUTURES CONTRACT FOR THE NEAR-TERM INDEX ROSE 0.09% IN FRIDAY`S EVENING SESSION. ON A WEEKLY BASIS, THE BIST 100 INDEX ROSE 1.01%, WHILE THE INDUSTRIAL INDEX SHOWED A POSITIVE INCREASE OF 2.39%, AND THE BANKING INDEX SHOWED A DECREASE OF 3.69%. ON THE GLOBAL FRONT, WHILE THE U.S. MARKETS WERE CLOSED ON FRIDAY FOR INDEPENDENCE DAY, RISK APPETITE REMAINED HIGH IN EUROPEAN MARKETS. THE GERMAN DAX INDEX ROSE 0.78% AND THE EURO STOXX 50 INDEX GAINED 0.82%. AS THE NEW WEEK BEGINS, DOMESTIC ATTENTION IS FOCUSED ON THE NATO SUMMIT TO BE HELD IN ANKARA TOMORROW. ON THE U.S.-IRAN FRONT, STATEMENTS BY IRANIAN PARLIAMENT SPEAKER MOHAMMAD BAGHER QALIBAF INDICATING THAT THERE WILL BE NO PEACE WITH THE U.S. AND THAT THEY WILL NOT OFFICIALLY RECOGNIZE ISRAEL ARE PROMINENT. BRENT OIL PRICES HAVE STABILIZED NEAR THE USD72 LEVEL, INFLUENCED BY THE OPEC+ GROUP`S DECISION TO INCREASE PRODUCTION TARGETS AGAIN STARTING IN AUGUST, AND THE RECOVERY OF EXPORTS THROUGH THE STRAIT OF HORMUZ. ON THE STOCK MARKET FRONT THIS MORNING, ASIAN BOURSES ARE GIVING A MIXED PERFORMANCE, WHILE IN FUTURES MARKETS, U.S. FUTURES ARE TRADING SLIGHTLY POSITIVE, AND EUROPEAN FUTURES SLIGHTLY NEGATIVE. WHILE THERE ARE NO MAJOR DOMESTIC DATA RELEASES TO SIGNIFICANTLY IMPACT MARKET PERFORMANCE, GLOBALLY, WE WILL BE FOLLOWING GERMAN FACTORY ORDERS, UK CONSTRUCTION PMI, U.S. SERVICES AND COMPOSITE PMI, AND ISM NON-MANUFACTURING PMI DATA, AS WELL AS SPEECHES BY FED MEMBER WALLER AND ECB PRESIDENT LAGARDE. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START THE WEEK WITH A LIMITED POSITIVE TREND, FOLLOWED BY VOLATILE INTRADAY TRADING. SUPPORT: 14,350 - 14,290 RESISTANCE: 14,495 - 14,575 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. 06.07.2026 09:42:21