Although the news flow regarding the Omicron variant continues to affect asset prices, the positive outlook remains in the stock markets, where trading volumes have fallen due to the effect of investors combining the Christmas and New Year holidays.
While increasing cases in China bring about restrictions in some cities, the rapid increase in the Omicron variant in the USA negatively affects the transportation sector in particular.
While it was stated that France and Greece could return to work from home for the next month after the increasing number of cases in the Kovid-19 epidemic, citizens in France were asked to work from home at least three days a week, if possible.
Despite the fact that the number of cases has reached record levels in many countries since the beginning of the epidemic, the fact that patients do not need intensive medical help keeps the risk appetite alive in the markets.
While the stock markets in the USA were in an upward trend, led by energy and technology shares, US President Joe Biden approved the defense budget of $ 768 billion.
In the New York stock market, the S&P 500 index broke a record with an increase of 1.38 percent, while the Dow Jones index gained 0.98 percent and the Nasdaq index gained 1.39 percent. Today, it is seen that the horizontal trend is dominant in index futures contracts.
On the European side, the buying-weighted course parallel to the global stock markets was effective yesterday, while the London market was closed due to the public holiday, causing a calm course in the open markets.
Yesterday, DAX 30 index gained 0.50 percent in Germany, FTSE MIB 30 index gained 0.80 percent in Italy and CAC 40 index gained 0.76 percent in France, while index futures contracts started the new day with a mixed movement. Due to a holiday in the UK, the transaction will not take place today.
The increasing number of cases in Asia brought restrictions in almost all countries, eroding the risk appetite in the markets.
While the number of daily cases in Australia exceeded 10 thousand for the first time, the opinion that vaccination should also be compulsory in schools began to gain weight in Hong Kong.
On the other hand, the fact that China introduced some additional regulations for Chinese companies to offer public offerings abroad drew attention as another risk factor in the stock markets.
On the other hand, macroeconomic data announced in Japan supported the buying-weighted course in the stock markets. Accordingly, industrial production in the country has surpassed expectations with a monthly increase of 7.2 percent and an annual increase of 5.4 percent, while the unemployment rate rose to 2.8 percent.
With these developments, Nikkei 225 index gained 1.3 percent in Japan, Kospi index gained 0.6 percent in South Korea and Shanghai composite index in China gained 0.1 percent.
Domestically, reaction buying continued yesterday after the hard selling trend in Borsa Istanbul last week. BIST 100 index gained 0.31% yesterday and closed the day at 1,897.13 points.
Dollar/TL, on the other hand, is trading at 11.62 at the opening of the interbank market, after completing the day at 11.5664 with a 5.2 percent gain yesterday.
Analysts noted that developments regarding the Omicron variant in the Kovid-19 outbreak in global equity markets continued to have an impact on asset prices.
Analysts stated that international reserves and foreign exchange liquidity in the country and the data to be announced in the USA abroad will be followed today, and that the BIST 100 index is technically 1.940 resistance and 1.840 points support.
The data to be followed in the markets today are as follows:
10.00 Turkey, November international reserves and foreign exchange liquidity
17.00 US, October housing price index
18.00 US, December consumer confidence index
18.00 US, December Richmond Fed industrial index
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