Morning Update-06/04/2026

Research evidence excerpt

Morning Update-06/04/2026

Morning Update

4 JUN 2026

Close +/- % YTD% Rates & Currency Close +/- % YTD% Commodities Close +/- % YTD%

Dow Jones 50 687 -621 -1.2 5.5 US 10Y 4.49 0.04 0.8 32bp Brent 1M (USD/bbl) 97.0 -0.8 -0.8 85.6

S&P 500 7 554 -56 -0.7 10.3 Germany 10Y 3.01 0.04 1.5 16bp WTI 1M (USD/bbl) 95.3 -0.8 -0.8 81.5

NASDAQ 26 854 -240 -0.9 15.5 Norway 10Y 4.37 0.03 0.8 22bp Henry Hub 1M (USD/mmbtu) 3.21 0.0 1.5 -12.8

VIX 16.1 0 1.8 7.4 SOFR 3M 3.7 0.0 0.1 0bp Dutch TTF Nat Gas 1M (EUR/MWh) 48.9 0.0 0.0 73.5

Nikkei 225 67 304 -1 100 -1.6 29.9 USD 3Y Swap 4.20 0.04 1.1 59bp Nordic Electricity 1D (EUR/MWh) 65.0 0.0 0 -21.0

Shanghai SE Comp 4 067 -17 -0.4 2.5 NOK 3Y Swap 4.83 0.03 0.6 74bp UK Electricity 1M (EUR/MWh) 117.9 3.1 2.7 59.7

Hang Seng Index 25 276 -357 -1.4 -1.4 Dollar Index (DXY) 99.5 0.3 0.3 1.2 CO2 Price (EUR/t) 78.9 0.3 0.4 -9.7

FTSE 100 10 332 -41 -0.4 4.0 EUR/USD 1.16 -0.00 -0.3 -1.1 Gold 3M (USD/ozt) 4 510 43.1 1.0 1.7

DAX 24 796 -328 -1.3 1.2 USD/JPY 159.9 0.1 0.0 2.0 Aluminium Cash (USD/t) 3 797 -58.0 -1.5 27.9

OSEBX 2 011 3 0.2 19.2 USD/NOK 9.30 0.03 0.3 -7.8 Copper Cash (USD/t) 13 921 -46 -0.3 11.3

Stockholm (OMX) 3 134 -15 -0.5 8.7 EUR/NOK 10.80 0.01 0.1 -8.8 Baltic Dry Index 3 124 -81 -2.5 66.4

Euro STOXX 50 6 054 -54 -0.9 4.5 GBP/NOK 12.50 0.01 0.1 -7.9 Steel Spot China (USD/st) 1 125 1.0 0.1 20.3

MSCI World Index 3 762 -22 -0.6 9.6 SEK/NOK 0.99 -0.01 -0.6 -9.4 Iron Ore China (USD/t) 103.7 -1.4 -1.4 -3.2

S&P Sectors Close % YTD% International Peers Close +/- % YTD% International Peers Close +/- % YTD%

Aerospace & Defence 2 364 -1.4 -0.6 Technology & other Large-Cap Renewable Power Producers & Supply Chain

Airlines 353 -2.5 3.7 Adobe 256.2 -5.9 -2.2 -26.8 Boralex 36.9 -0.0 -0.0 45.5