Daily Bulletin

Good morning. U.S. 10-year Treasury yields edged down somewhat this morning after climbing as high as 5.30%. Similarly, we are seeing a limited pullback in oil prices. With these developments, U.S. and European futures and most Asian markets are in positive territory this morning. Although we do not expect this improvement in global risk appetite to be lasting, the outlook for today is on the positive side. Domestically, the fund investigations and liquidation process continue. The establishment of a Fund Coordination Board and the CMB's presentation of a roadmap for the liquidation process indicate that the process may be accelerated; however, selling pressure may continue in shares held by the funds included in the liquidation. The BIST 100 Index fell by 2.4% to 12,290 points yesterday, with THYAO, YKBNK, CCOLA, ENERY and AKSEN contributing to the index, while ASELS, TUPRS, ASTOR, DSTKF and BIMAS weighed on the index. Companies that stood out with steady money inflows over the past week were CCOLA, HALKB, CIMSA, OYAKC, MAVI, ETILR, ENTRA, ISGYO, TTRAK and AKFIS. We think a technical interpretation of the index will be more meaningful after the change of 27 companies as of October 1 (tomorrow). For now, however, the 12,000 / 12,050 zone can be monitored as the first support and the 12,500 / 12,750 zone as the first resistance. On today's agenda, the unemployment rate and foreign trade balance will be released domestically. In the U.S., there are important data such as private sector employment, growth and core personal consumption expenditures. Türkiye's 5-year CDS premiums start the day at 247 basis points. Here, we are seeing a decline for the first time in the past two weeks.