MARKET WATCH (SEKER YATIRIM) THE BIST-100 INDEX STARTED TUESDAY SLIGHTLY NEGATIVE AT 14,407.91, FLUCTUATING BETWEEN 14,397.44 AND 14,611.36 THROUGHOUT THE DAY, TO CLOSED AT 14,497.37, UP 0.50%. THE BANKING INDEX ROSE 0.36%, AND THE INDUSTRIAL INDEX INCREASED BY 0.76%. THE STRONGEST PERFORMER OF THE DAY WAS THE FINANCIAL LEASING AND FACTORING INDEX, WHICH GAINED 8.75%. THE TECHNOLOGY INDEX, IN WHICH ASELSAN HAS A 67% WEIGHTING, FELL BY 2.61%, BECOMING THE WEAKEST PERFORMING INDEX OF THE DAY DUE TO THE SHARP DECLINE IN THE ASELSAN STOCK. YESTERDAY, DURING THE NATO SUMMIT THAT BEGAN IN ANKARA, PRESIDENT TRUMP, WHILE ANSWERING QUESTIONS FROM THE PRESS ALONGSIDE PRESIDENT ERDOGAN, STATED THAT THEY WOULD LIFT CAATSA SANCTIONS, BUT DID NOT MAKE A DEFINITIVE COMMITMENT REGARDING THE F-35S AND AIRCRAFT ENGINES. THE AUGUST FUTURES CONTRACT FOR THE NEAR-TERM INDEX IN THE VIOP RECORDED A LIMITED DECLINE OF 0.14% IN THE EVENING SESSION. GLOBALLY, YESTERDAY SAW WEAK RISK APPETITE IN EQUITY MARKETS. IN EUROPEAN MARKETS, THE GERMAN DAX INDEX FELL BY 1.37%, AND THE EURO STOXX 50 INDEX BY 1.24%. IN THE U.S. MARKETS, THE DOW JONES INDEX FELL BY 0.25%, WHILE THE S&P 500 INDEX LOST 0.45% AND THE NASDAQ INDEX 1.16%. THE CENTCOM ANNOUNCED IT HAS LAUNCHED A POWERFUL MILITARY OPERATION TO EXACT A HEAVY PRICE FROM IRAN FOR ITS ATTACKS ON COMMERCIAL SHIPS PASSING THROUGH THE STRAIT OF HORMUZ AND FOR TARGETING INNOCENT CIVILIANS IN THESE ATTACKS. THE OPERATION REPORTEDLY TARGETED OVER 80 IRANIAN MILITARY TARGETS, COMPLETING A WAVE OF RETALIATORY STRIKES. THE RENEWED ESCALATION OF TENSION BETWEEN THE U.S. AND IRAN HAS BROUGHT ENERGY SUPPLY CONCERNS BACK TO THE FOREFRONT, LEADING TO A RENEWED RISE IN OIL PRICES. BRENT CRUDE, WHICH TRADED BELOW USD73 PER BARREL IN THE SPOT MARKET YESTERDAY, HAS CLIMBED ABOVE USD76 THIS MORNING. ON THE STOCK MARKET SIDE, ASIAN BOURSES ARE GENERALLY EXPERIENCING SELLING PRESSURE, WITH THE KOSPI INDEX SHOWING A DECLINE OF OVER 5%. FUTURES CONTRACTS FOR THE U.S. AND EUROPEAN INDICES ARE SHOWING LIMITED NEGATIVE PRICES. WITH NO MAJOR DOMESTIC DATA RELEASES EXPECTED TO SIGNIFICANTLY IMPACT MARKET TRENDS, ATTENTION REMAINS FOCUSED ON THE ONGOING NATO LEADERS SUMMIT IN ANKARA. ON THE GLOBAL DATA AGENDA TODAY, THE FOMC MEETING MINUTES TO BE RELEASED IN THE U.S. STAND OUT. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START WEDNESDAY WITH A LIMITED NEGATIVE TREND AND FOLLOW A VOLATILE INTRADAY COURSE THEREAFTER. SUPPORT: 14,290 - 14,180 RESISTANCE: 14,610 - 14,715 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. 08.07.2026 09:26:18