MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST-100 INDEX STARTED MONDAY POSITIVELY AT 14,491.23, TESTING 14,629.66 IN THE EARLY HOURS OF THE SESSION AMID HIGH RISK APPETITE. HOWEVER, INCREASED PROFIT-TAKING LATER IN THE DAY LARGELY REVERSED ANY INTRADAY GAINS. THE INDEX`S DAILY GAIN WAS LIMITED TO 0.05%, WITH A CLOSE AT 14,424.54. THE BANKING INDEX RECORDED A LIMITED INCREASE OF 0.07%, WHILE THE INDUSTRIAL INDEX FELL BY 0.36%. THE WEAKEST PERFORMER OF THE DAY WAS THE FINANCIAL LEASING AND FACTORING INDEX WITH A 4.14% LOSS, WHILE THE STRONGEST WAS THE TRANSPORTATION INDEX WITH A 3.14% GAIN. THE VIOP AUGUST FUTURES CONTRACT FOR THE NEAR-TERM INDEX RECORDED A LIMITED RISE OF 0.10% IN THE EVENING SESSION. GLOBALLY, EUROPEAN STOCK MARKETS GAVE A MIXED PERFORMANCE, WITH THE GERMAN DAX INDEX RISING 0.15% AND THE EURO STOXX 50 INDEX FALLING 0.27%. IN THE U.S. MARKETS, RISK APPETITE REMAINED HIGH, LED BY TECHNOLOGY STOCKS, WITH THE DOW JONES INDEX GAINING 0.29%, THE S&P 500 INDEX 0.72%, AND THE NASDAQ INDEX 1.12%. IRAN VIOLATED A PROVISIONAL AGREEMENT WITH THE U.S. BY STRIKING TWO COMMERCIAL SHIPS WITH MISSILES IN THE STRAIT OF HORMUZ LAST NIGHT. THIS ATTACK, COINCIDING WITH PRESIDENT TRUMP`S ATTENDANCE AT THE NATO SUMMIT, IS EXPECTED TO BRING U.S.-IRAN TENSION TO THE FOREFRONT OF THE SUMMIT AGENDA. MEANWHILE, QATARI-MEDIATED PERMANENT PEACE TALKS HAVE BEEN TEMPORARILY SUSPENDED DUE TO THE FUNERAL CEREMONIES FOR KHAMENEI. THIS MORNING, BRENT CRUDE OIL IS TRADING AT USD72.8, UP NEARLY 1%. ON THE STOCK MARKET SIDE, ASIAN BOURSES ARE GENERALLY EXPERIENCING SELLING PRESSURE, WITH THE KOSPI INDEX SHOWING A DECLINE OF NEARLY 6%, REFLECTING THE SHARP DROP IN SAMSUNG ELECTRONICS SHARES FOLLOWING THE RELEASE OF ITS FIRST-QUARTER EARNINGS. IN THE FUTURES MARKET, U.S. AND EUROPEAN FUTURES ARE SHOWING LIMITED NEGATIVE PRICING. WITH NO MAJOR DOMESTIC DATA RELEASES SET TO SIGNIFICANTLY IMPACT MARKET TRENDS, ATTENTION IS FOCUSED ON THE NATO LEADERS SUMMIT BEGINNING TODAY IN ANKARA. THE SUMMIT, BRINGING TOGETHER PRESIDENT TRUMP AND 31 OTHER ALLIED LEADERS, WILL PRIORITIZE DEFENSE INDUSTRY ISSUES, TENSION IN U.S.-EUROPEAN RELATIONS, AND TURKIYE`S STRATEGIC IMPORTANCE. FURTHERMORE, ACCORDING TO THE NEW YORK TIMES, TRUMP IS EXPECTED TO TELL ERDOGAN DURING HIS VISIT THAT TURKEY IS READY TO BE INCLUDED IN THE F-35 FIGHTER JET PROGRAM AGAIN. ON THE GLOBAL DATA AGENDA TODAY, WE WILL BE FOLLOWING GERMAN INDUSTRIAL PRODUCTION, THE UK HALIFAX HOUSE PRICE INDEX, THE U.S. TRADE BALANCE, AND A SPEECH BY FOMC MEMBER BOWMAN. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START TUESDAY WITH A LIMITED POSITIVE TREND, FOLLOWED BY A VOLATILE INTRADAY MOVEMENT. SUPPORT: 14,350 - 14,275 RESISTANCE: 14,560 - 14,635. 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. 07.07.2026 09:27:31