MARKET WATCH (SEKER YATIRIM) OUTLOOK: THE BIST-100 INDEX STARTED THURSDAY WITH LIMITED POSITIVE GAINS, FOLLOWING A BEARISH INTRADAY TREND THEREAFTER TO CLOSE AT 14,105.44, DOWN 0.60%. THE BANKING INDEX LOST 1.17%, WHILE THE INDUSTRIAL INDEX SHOWED A POSITIVE DIVERGENCE, UP 0.08%. THE TECHNOLOGY INDEX, IN WHICH ASELSAN HAS A 66% INDEX WEIGHTING, LOST 3.55% DUE TO THE SHARP PULLBACK IN THE STOCK, BECOMING THE WEAKEST PERFORMER OF THE DAY WHILE THE MINING INDEX GAINED 3.53%, BECOMING THE STRONGEST. THE AUGUST FUTURES CONTRACT FOR THE NEAR-TERM INDEX IN THE VIOP RECORDED A 0.12% INCREASE IN THE EVENING SESSION. ACCORDING TO CBRT DATA RELEASED YESTERDAY, IN THE WEEK ENDING JULY 3, FOREIGN INVESTORS MADE NET PURCHASES OF USD11.5 MILLION IN EQUITIES AND USD572 MILLION IN GOVERNMENT BONDS. DURING THE SAME WEEK, GROSS RESERVES INCREASED BY USD10.5 BILLION TO USD159.7 BILLION, WHILE NET RESERVES EXCLUDING SWAPS ROSE BY USD12 BILLION TO USD40 BILLION. GLOBALLY, RISK APPETITE IN EQUITY MARKETS REMAINED HIGH YESTERDAY. DESPITE ESCALATING TENSION BETWEEN THE U.S. AND IRAN DURING THE WEEK, THE FACT THAT A DIPLOMATIC SOLUTION WAS NOT COMPLETELY ABANDONED, PLUS PRESIDENT TRUMP`S CLAIM THAT IRAN `VERY MUCH WANTS` TO REACH AN AGREEMENT WITH THE U.S. WERE THE MAIN FACTORS SUPPORTING GLOBAL RISK APPETITE. IN EUROPEAN MARKETS, THE GERMAN DAX INDEX ROSE 0.89%, AND THE EURO STOXX 50 INDEX FELL 1.25%. IN U.S. MARKETS, THE DOW JONES INDEX GAINED 0.27%, THE S&P 500 INDEX 0.81%, AND THE NASDAQ INDEX 1.30%. REGARDLESS OF ESCALATING MILITARY TENSION AROUND THE STRAIT OF HORMUZ AND U.S. BASES IN THE REGION, A SENIOR U.S. OFFICIAL HAS CONFIRMED THAT TECHNICAL DISCUSSIONS BETWEEN WASHINGTON AND TEHRAN WERE ONGOING, WITH BEHIND-THE-SCENES DIPLOMATIC CHANNELS REMAINING OPEN. MEANWHILE, CONCERNS THAT ACCELERATING INFLATION COULD WEAKEN OIL DEMAND HAVE LIMITED THE UPTREND IN OIL PRICES. BRENT CRUDE, WHICH TESTED ABOVE USD80 PER BARREL EARLIER IN THE WEEK, IS TRADING CALMLY BETWEEN USD76-77 THIS MORNING. ON THE STOCK MARKET SIDE, ASIAN BOURSES ARE GENERALLY SHOWING POSITIVE TRENDS, WHERE THE KOSPI INDEX STANDS OUT WITH GAINS EXCEEDING 4%. IN FUTURES MARKETS, U.S. AND EUROPEAN FUTURES ARE SHOWING LIMITED NEGATIVE PRICING THIS MORNING AFTER YESTERDAY`S GAINS. TODAY`S MACROECONOMIC DATA AGENDA INCLUDES DOMESTIC MAY INDUSTRIAL PRODUCTION (IP) DATA, AND GLOBALLY, GERMAN CPI DATA. FOLLOWING APRIL`S RECOVERY IN IP, WE EXPECT A LIMITED PULLBACK AND A CONTINUATION OF THE POSITIVE TREND IN ANNUAL PRODUCTION. LOCALLY, WE EXPECT THE BENCHMARK INDEX TO START FRIDAY WITH A LIMITED POSITIVE TREND, FOLLOWED BY VOLATILE INTRADAY MOVEMENTS. SUPPORT: 13,920 - 13,840 RESISTANCE: 14,235 - 14,365. 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. 10.07.2026 09:36:53