MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST-100 INDEX STARTED WEDNESDAY IN A SLIGHTLY NEGATIVE MOOD AT 14,456.75, CONTINUING THE DOWNTREND THROUGHOUT THE DAY. PRESIDENT TRUMP`S STATEMENT THAT THE TEMPORARY AGREEMENT BETWEEN THE PARTIES AND IRAN HAD ENDED FUELED INTENSE SELLING PRESSURE ON THE STOCK MARKET. THE BENCHMARK INDEX EXPERIENCED A DAILY LOSS OF 2.12%, CLOSING AT 14,189.96 POINTS. THE BANKING INDEX FELL BY 3.25%, AND THE INDUSTRIAL INDEX BY 2.26%. THE WEAKEST PERFORMER OF THE DAY WAS THE TRANSPORTATION INDEX, WHICH LOST 4.38%, WHILE THE BROKERAGE FIRMS INDEX WAS THE STRONGEST, GAINING 2.28%. THE AUGUST FUTURES FOR THE NEAR-TERM INDEX SAW A REBOUND OF 0.33% IN THE EVENING SESSION. TRUMP`S ANNOUNCEMENT THAT THE CEASEFIRE WITH IRAN WAS OVER, AND HIS SIGNAL THAT THEY WOULD STRIKE IRAN AGAIN IN THE EVENING, TRIGGERED A STRONG SELL-OFF IN BOTH DOMESTIC AND GLOBAL STOCK MARKETS MIDWEEK. IN EUROPEAN MARKETS, THE GERMAN DAX INDEX FELL BY 2.23%, AND THE EURO STOXX 50 INDEX BY 1.79%. IN THE U.S. MARKETS, THE DOW JONES INDEX LOST 1.09% AND THE S&P 500 INDEX FELL 0.28%, WHILE THE NASDAQ INDEX DIVERGED POSITIVELY WITH A 0.20% GAIN. THE U.S. MILITARY LAUNCHED A NEW WAVE OF ATTACKS OVERNIGHT, TARGETING AREAS NEAR THE STRAIT OF HORMUZ. IRANIAN MEDIA REPORTED THAT 8 SOLDIERS WERE KILLED IN ATTACKS ON THE SOUTHERN CITIES OF BUSHEHR AND BANDAR ABBAS THE IRANIAN ARMY RESPONDED WITH THE MESSAGE THAT THEY WOULD RESIST THE ATTACKS. AS THE NEW DAY BEGINS, THE UPTREND IN OIL PRICES, INFLUENCED BY TRUMP`S STATEMENTS, APPEARS TO HAVE GIVEN WAY TO A PULLBACK. BRENT CRUDE, WHICH TESTED ABOVE USD80 LAST NIGHT, IS TRADING AT AROUND USD77.5 THIS MORNING, DOWN NEARLY 2%. ON THE STOCK MARKET SIDE, ASIAN BOURSES ARE GENERALLY SEEING BUYING INTEREST, WHILE THE U.S. AND EUROPEAN INDEX FUTURES ARE ALSO TRADING IN POSITIVE TERRITORY. THE MACROECONOMIC DATA AGENDA FOR THE DAY INCLUDES, DOMESTICALLY, THE CBRT`S FX RESERVES, WEEKLY MONEY AND BANKING STATISTICS, AND WEEKLY SECURITIES STATISTICS GLOBALLY, WEEKLY U.S. JOBLESS CLAIMS AND EXISTING HOME SALES DATA ARE OUT. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START THURSDAY ON A POSITIVE TREND, FOLLOWED BY A VOLATILE INTRADAY MOVEMENTS. SUPPORT: 14,090 - 13,990 RESISTANCE: 14,380 - 14,560. 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. 09.07.2026 09:25:39