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Global markets seek direction

Global markets are following a mixed course with the Omicron variant emerging in the new type of coronavirus (Kovid-19) epidemic and the hawkish attitude of the US Federal Reserve (Fed).

Global markets seek direction

While the Omicron variant, which spread around the world last week, and the hawkish tone of Fed Chairman Jerome Powell's rhetoric, suppressed the stock markets, it was seen that the demand for bonds increased.

At the opening of the new week, although the risks in question continue to be priced in, the fears regarding the Omicron variant seem to have eased, and the intense data agenda, especially the inflation to be announced in the USA on Friday, is in the focus of investors.

While the regulatory steps taken by China continued to affect especially the Asian share markets, the statements from the authorities that the Chinese real estate company Evergrande would not have a negative impact on the Chinese economy and that it was actively working to restructure its debts alleviated the risk perception.

On the other hand, concerns that US regulators may delist Chinese companies traded on the New York stock exchange continue.

While there was activity in the crypto money markets over the weekend, the price of Bitcoin fell by more than 20 percent to $ 42 thousand, then partially compensated for its losses and stabilized at $ 49 thousand.

On Friday, the S&P 500 index fell 0.84 percent, the Dow Jones index fell 0.17 percent and the Nasdaq index fell 1.92 percent in the New York stock market. Today, it is seen that the buying trend is dominant in index futures contracts.

While the European stock markets followed a selling trend parallel to the global stock markets on Friday, the measures continue to be increased across Europe due to the Omicron variant.

While growth in the Eurozone and inflation in Germany stand out on this week's data agenda, German Chancellor Angela Merkel will hand over her duties to Olaf Schulz on Wednesday.

On Friday, the DAX 30 index in Germany fell by 0.61 percent, the FTSE 100 index in the UK by 0.10 percent, the FTSE MIB 30 index in Italy by 0.26 percent and the CAC 40 index in France by 0.44 percent. Index futures contracts started the new week with rising.

In Asia, Japanese Prime Minister Fumio Kishida announced that they are planning to take a series of measures, including restrictions, to prevent the increase in the number of cases in the Kovid-19 epidemic, while the real estate company called Sunshine 100 in China failed to make its $179 million bond payment and Alibaba shares fell sharply due to regulatory concerns. continued, highlighted the share and sector-based divergences in the stock markets.

While the Nikkei 225 index depreciated by 0.3 percent in Japan close to the closing, the Hang Seng index decreased by 1.3 percent in Hong Kong due to the depreciation of Alibaba shares by more than 5 percent. Shanghai composite index gained 0.10 percent in China and Kospi index gained 0.22 percent in South Korea.

Domestically, on Friday, the BIST 100 index increased by 1.61 in Borsa Istanbul compared to the previous close, bringing the closing record to 1,910.41 points.

Dollar/TL, on the other hand, closed the day at 13.7076 with an increase of 0.1 percent, after peaking at 13.9231 on Friday in the international market, and started the new week at 13.7060 with a flat course.

Analysts said that today, the real effective exchange rate in the country, factory orders in Germany and investor confidence index in the Euro Zone will be followed abroad.

Stating that the developments regarding the Kovid-19 outbreak are in the focus of investors, analysts stated that the BIST 100 index is technically 1.950 resistance and 1.870 points support.

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

10.00 Germany, October factory orders

12.30 Eurozone, December investor confidence index

14.30 Turkey, November real effective exchange rate

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