Fed’s Split Vote Triggers Critical Support Levels on BIST 100

The sharp sell‑off on Borsa Istanbul following the Fed decision forced market participants into a strategic repositioning.

Fed’s Split Vote Sends Shockwaves Through Markets

■A 9‑3 vote keeping rates unchanged marks the first time since 2016 that the hawkish wing may be gaining strength.

■The %2 dip in the Nasdaq reflects an abrupt contraction in global risk appetite.

■Fitch’s banking sector report triggered an %3+ decline in the banking index.

BIST 100 Technical Lines and Support Zones

■A slide below 15,800 is seen as a sign of market unease.

■13,500 emerges as both a psychological and technical support level.

■Short‑term moves are expected to target the 13,600‑13,750 band; failure to break 13,700 could sustain a downward bias.

Fitch Report and Credit‑Sector Risks

■The report highlights margin compression, rising loan‑to‑value exposure, and Iran‑Israel geopolitical tension.

■A %3+ drop in the banking index mirrors tightening liquidity.

■MSCI regulatory changes and speculation around real‑estate certificates have amplified selling pressure.

AI Investments Judged on Revenue‑Generation Potential

■Microsoft and Meta illustrate a shift from pure spend to revenue‑conversion capacity.

■AI could replace human labor in advisory and research, reshaping the trading ecosystem.

Markets are watching the Fed’s split vote‑induced uncertainty while testing technical support at 13,500 on the BIST 100. Holding this level is crucial for capping short‑term volatility. Credit‑sector risk factors and the Fitch report compel investors to adopt a cautious stance. Finally, evaluating AI investments on revenue generation heralds a new growth paradigm.