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Global markets are mixed

Global markets are following a mixed course with inflation pressure and uncertainties caused by the increase in new types of coronavirus (Kovid-19) cases.

Global markets are mixed

Minutes from the Fed's last meeting, released yesterday, revealed that some bank officials argued that if inflation continued to remain high, it was necessary to be prepared to accelerate the reduction in asset purchases and raise interest rates sooner than expected.

"Some participants noted that if inflation continued to hover above levels consistent with the Committee's targets, the Committee should be prepared to adjust the pace of asset purchases and raise the target range for the federal funds rate sooner than members currently expect," the minutes said. statement was included.

On the other hand, after the very busy data agenda in the USA yesterday, the markets entered a two-day holiday due to the Thanksgiving day.

The number of first-time jobless applicants in the US fell to 199,000 in the week ending November 20, the lowest level recorded since 1969, while the country's economy grew by 2.1 percent in the third quarter of this year.

Personal consumption expenditures in the country, on the other hand, increased more than expected by 1.3 percent in October, despite high inflation. The core personal consumption expenditures price index, which the Fed considers as an indicator of inflation, recorded the highest increase since 1991 with an annual increase of 4.1 percent in the same period.

Analysts noted that the inflationary effects observed in the data may have an impact on the Fed's monetary policy, and stated that expectations for a slowdown in asset purchases continue to rise.

With these developments, the US 10-year bond yield was stabilized at 1.64%, while the dollar index reached its highest level in the last 16 months with 96.9.

On the other hand, the ounce price of gold is trading just above the 1.790 level, which analysts say is important support.

Yesterday, the S&P 500 index gained 0.23 percent and the Nasdaq index gained 0.44 percent in the New York stock market, while the Dow Jones index fell 0.03 percent.

While the Kovid-19 epidemic continues to be at the center of the agenda in Europe, uncertainties on the subject make pricing difficult in the markets.

Today, European Central Bank (ECB) President Christine Lagarde and other ECB officials will look for clues about the future of monetary policy.

On the other hand, the Social Democratic Party (SPD), which is negotiating to form a government in Germany, announced that the coalition protocol of the Greens and the Free Democratic Party (FDP) has been completed. Accordingly, Olaf Scholz, the SPD's prime ministerial candidate and Minister of Finance, will become the prime minister of the new government.

Yesterday, the DAX 30 index decreased by 0.37 percent in Germany, the CAC 40 index decreased by 0.03 percent in France and the FTSE MIB 30 index decreased by 0.26 percent in Italy, while the FTSE 100 index increased by 0.27 percent in the UK.

The euro/dollar pair is currently trading at 1.1210, just above the lowest level since July 2020.

While a mixed course was observed in Asian stock markets today, the Central Bank of South Korea increased the policy rate by 25 basis points to 1.00 percent in line with the expectations. After the South Korean Central Bank's interest rate decision, the dollar/won parity increased by 0.1 percent to 1189.50, while the Kospi index lost 0.4 percent near the closing.

According to data released in Japan, the service sector Producer Price Index (PPI) exceeded expectations with an increase of 1 percent, while the leading index rose to 100.9. After the data, the Nikkei 225 index gained 0.8 percent in Japan. Currently, the Shanghai composite index in China and the Hang Seng index in Hong Kong are flat.

Analysts stated that the meeting summary of the Central Bank of the Republic of Turkey (CBRT) in Turkey and the statements of ECB officials abroad will be followed, as well as the third quarter growth and consumer confidence index data in Germany.

Stating that the developments regarding the Kovid-19 outbreak continue to be at the center of the agenda, analysts said that technically, 1,850 points in the BIST 100 index are in the position of resistance and 1,760 points are in the support position.

The data to be followed in the markets today are as follows:

10.00 Germany, 3rd Quarter Gross Domestic Product

10.00 Germany, December consumer confidence index

14.00 Turkey, CBRT's Monetary Policy Committee meeting summary

14.30 Turkey, weekly money and bank statistics

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