Weekend Agenda - 2026-10-04

1. Weekend Agenda Summary

The main source of risk over the weekend was geopolitical: signs of deadlock in US-Iran talks, Iran's conditions regarding the Strait of Hormuz, and Brent crude rising above $105 per barrel pressured global risk appetite.
A wave of selling in global bond markets and interest rate concerns hit stocks, while a sharp slowdown in employment in the US deepened growth concerns.
In Turkey, eyes turned to September inflation data as it was debated that the bond market priced in both expectations and risks simultaneously, and that the expectation survey was completed ahead of S&P's credit rating decision.
Foreign trade was on the agenda: As September data was released, Minister Şimşek announced that annualized exports reached $283.7 billion.
In real estate, sharp price drops in London painted the global picture, while Turkey's Emlak Konut's $1 billion share buyback program and local projects stood out.

The assessment that the bond market "priced in many expectations and risks at the same time" [BloombergHT]

News sources:

Economy & Finance (Turkey): BloombergHT, CNN Türk, HaberTürk
Real Estate: Google News · Real Estate, İşin Detayı Gayrimenkul
Money & Currency: Doviz.com, Google Haberler · Döviz, Investing TR Forex, Direction of Money
Trade & Foreign Trade: Google News · Trade
Geopolitics: AA Güncel, DW Türkçe, Google Haberler · Geopolitics, Hürriyet Dünya
Global Economy: BBC Business, Google News · World (EN)