Daily Bulletin

Good morning. Global risk appetite remains broadly intact midweek; in the U.S., following the Senate’s 60-to-40 approval of the temporary budget bill aimed at reopening the government, attention now turns to the House vote expected today or tomorrow and the subsequent signing process. The upward momentum seen in U.S. and European indices toward record highs yesterday is being maintained in futures markets this...
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Good morning. Global markets started the new week on a positive note. While the rally in U.S. and European indices continued yesterday with attempts to reach new record highs, futures are also maintaining a positive tone this morning. In Asia, however, a mild selling pressure is being observed. Risk appetite is supported by the U.S. Senate’s approval of a temporary budget bill to reopen the federal government, with...
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Good morning. Global markets are starting the new week with strong risk appetite. Optimism is being supported by reports that Democrats and Republicans in the U.S. have reached an agreement on a temporary budget, signaling that the 40-day government shutdown may soon come to an end. U.S. and European futures are trading sharply higher this morning, while Asian markets are also posting solid gains. In South Korea,...
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Good morning. Global risk appetite is weak this morning; however, early trading hours show signs of a mild recovery attempt. In Borsa Istanbul, we are going through a period where the correlation with global equity markets remains limited. Despite declines exceeding 1% in the U.S. and European markets yesterday, the BIST 100 index closed the day up by 0.94%, while the BIST 30 futures contract traded flat during the...
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Good morning. Global risk appetite appears balanced this morning. Following yesterday’s buying in U.S. technology stocks, U.S. and European futures are trading flat, while Asian markets continue to see gains. In the U.S., the government shutdown has entered its 37th day, marking the longest closure in history, with the estimated economic cost so far ranging between 75 and 150 billion dollars. Additionally, a...
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Good morning. Led by technology stocks, U.S. equities experienced sharp declines yesterday, with major indices falling by up to 2%. This morning, selling pressure continues across U.S. and European futures as well as Asian markets, indicating that global risk appetite remains notably weak. Borsa Istanbul declined by 1.3% yesterday, partially reflecting the external pressure in local markets, bringing the BIST 100...
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Good morning. Despite mixed closings in U.S. equities yesterday, shares of high-multiple technology companies, notably Palantir, came under pressure in after-hours trading as the company’s 2026 forecasts failed to satisfy investors. U.S. and European futures are trading lower this morning, while Asian markets present a mixed picture. In summary, global risk appetite appears weak today. Borsa Istanbul closed above...
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Good morning. Global risk appetite is starting the new week on a positive note. Expectations of improvement in U.S.–China relations are driving buying interest in U.S. and European futures as well as Asian equity markets this morning. On Friday, Borsa Istanbul closed just below the 11,000 level with a notable inflow of funds. We expect this optimism to continue. However, inflation data will be monitored at 10:00...
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