Morning Update-06/05/2026

Research evidence excerpt

Morning Update-06/05/2026

Morning Update

5 JUN 2026

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

Dow Jones 51,562 875 1.7 7.3 US 10Y 4.47 -0.01 -0.3 30bp Brent 1M (USD/bbl) 95.4 0.3 0.4 82.5

S&P 500 7,584 31 0.4 10.8 Germany 10Y 3.02 0.01 0.2 17bp WTI 1M (USD/bbl) 93.1 0.0 0.1 77.3

NASDAQ 26,831 -23 -0.1 15.4 Norway 10Y 4.37 -0.00 -0.1 21bp Henry Hub 1M (USD/mmbtu) 3.34 0.1 3.8 -9.5

VIX 15.4 -1 -4.1 3.0 SOFR 3M 3.7 0.0 -0.2 1bp Dutch TTF Nat Gas 1M (EUR/MWh) 49.2 0.4 0.9 74.6

Nikkei 225 66,479 -991 -1.4 28.4 USD 3Y Swap 4.16 -0.04 -0.9 55bp Nordic Electricity 1D (EUR/MWh) 65.0 0.0 0 -21.0

Shanghai SE Comp 4,075 18 0.4 2.7 NOK 3Y Swap 4.82 -0.02 -0.3 73bp UK Electricity 1M (EUR/MWh) 117.9 0.0 0.0 59.8

Hang Seng Index 25,048 -206 -0.8 -2.3 Dollar Index (DXY) 99.4 -0.1 -0.1 1.1 CO2 Price (EUR/t) 77.2 0.1 0.1 -11.8

FTSE 100 10,360 28 0.3 4.3 EUR/USD 1.16 0.00 0.2 -1.0 Gold 3M (USD/ozt) 4,468 -37.2 -0.8 0.7

DAX 24,945 149 0.6 1.9 USD/JPY 160.0 0.1 0.0 2.1 Aluminium Cash (USD/t) 3,739 -58.0 -1.5 26.0

OSEBX 2,002 -9 -0.5 18.6 USD/NOK 9.33 0.03 0.3 -7.5 Copper Cash (USD/t) 13,872 -49 -0.3 10.9

Stockholm (OMX) 3,135 1 0.0 8.8 EUR/NOK 10.85 0.05 0.4 -8.4 Baltic Dry Index 3,037 -87 -2.8 61.8

Euro STOXX 50 6,103 50 0.8 5.4 GBP/NOK 12.54 0.04 0.3 -7.6 Steel Spot China (USD/st) 1,125 0.0 0.0 20.3

MSCI World Index 3,775 14 0.4 9.9 SEK/NOK 1.00 0.01 0.5 -8.9 Iron Ore China (USD/t) 102.0 -1.8 -1.7 -4.8

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

Aerospace & Defence 2,435 3.0 2.4 Technology & other Large-Cap Renewable Power Producers & Supply Chain

Airlines 355 0.6 4.3 Adobe 258.4 2.2 0.9 -26.2 Boralex 36.9 -0.0 -0.0 45.5