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Global markets remain negative before intense data agenda

In global markets, a sales-heavy trend is followed due to the monetary policies faltering with increasing inflation concerns and the fear that the rising number of cases in the new type of coronavirus (Kovid-19) epidemic may affect the economies more negatively than expected.

Global markets remain negative before intense data agenda

The continuing hawking of central banks on a global basis continues to negatively affect the equity markets. After the Bank of Canada announced yesterday that it would abolish its asset purchase program, the Central Bank of Brazil increased its policy rate by 150 basis points to 7.75 percent. In addition to its decision to increase interest rates, which exceeded expectations, the Brazilian Central Bank directed that it may continue to increase interest rates at its meeting in December.

The Bank of Japan (BoJ), on the other hand, kept the policy rate unchanged at -0.10 percent in line with expectations. The BoJ, which did not change its 10-year bond yield target, revised its growth and inflation forecasts downwards.

On the Asian side, the possible effects of the Kovid-19 outbreak on the economy also strengthen the selling pressure in the stock markets. Despite China's zero-case policy, the increase in the number of regional cases and the sharp restrictions imposed are eroding the pace of recovery in the economy.

The fear that the Kovid-19 epidemic might affect the recovery process of global economies again caused an increase in the demand for bonds.

The 10-year bond yield, which fell to 1.52 percent yesterday in the USA, is currently at the level of 1.56 percent.

Oil prices, on the other hand, dropped by about 3.5 dollars with the effect of Iran's announcement that it would restart nuclear negotiations and the increasing stocks in the USA. The barrel price of oil is currently trading at $82.

Yesterday, the S&P 500 index and Dow Jones index depreciated by 0.51 percent and 0.74 percent in the New York stock market, while the Nasdaq index remained flat.

On the European side, the eyes were turned to the interest rate decision of the European Central Bank (ECB) and the statements to be made by ECB President Christine Lagarde after the decision.

While the ECB is not expected to change interest rates at today's meeting, it is expected to maintain its supportive stance. On the other hand, directions to be made regarding increasing inflation pressures are in the focus of investors.

Natural gas prices in Europe, on the other hand, declined with the constructive statements from Russia. Russian President Vladimir Putin has instructed Gazprom to increase its supply of natural gas to storage facilities in Europe, after filling the gas storage facilities in Russia.

Yesterday, the FTSE 100 index in the UK and the DAX 30 index in Germany decreased by 0.33 percent, the FTSE MIB 30 index in Italy decreased by 0.61 percent and the CAC 40 index in France by 0.19 percent.

According to the macroeconomic data released in Japan today, retail sales increased by 2.7 percent month on month, above expectations. In line with the declining global risk appetite after the BoJ's decisions within the expectations, Asian stock markets followed a selling course, while developments regarding Chinese real estate companies remained at the center of the agenda.

Close to the closing, Nikkei 225 index in Japan decreased by 0.9 percent, Shanghai composite index decreased by 1.1 percent in China, Kospi index decreased by 0.1 percent in South Korea and Hang Seng index decreased by 0.2 percent in Hong Kong.

Analysts stated that, technically, 1.530 points in the BIST 100 index are in the position of resistance and the level of 1.480 is in the support position.

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

10.30 Turkey, CBRT Inflation Report

10.55 Germany, October unemployment rate

12.00 Eurozone, October Consumer Confidence Index

14.00 Turkey, CBRT MPC meeting summary

14.45 Eurozone, ECB rate decision

15.00 Germany, October Consumer Price Index

15.30 Eurozone, Speech by ECB President Lagarde

15.30 US, 3rd quarter GDP

15.30 US, weekly jobless claims

17.00 US, pending home sales for September

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