Morning Update-06/11/2026

Research evidence excerpt

Morning Update-06/11/2026

Morning Update

11 JUN 2026

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

Dow Jones 49,919 -953 -1.9 3.9 US 10Y 4.54 0.02 0.3 38bp Brent 1M (USD/bbl) 94.3 1.2 1.3 80.1

S&P 500 7,267 -120 -1.6 6.2 Germany 10Y 3.06 0.02 0.6 20bp WTI 1M (USD/bbl) 91.3 1.3 1.4 74.0

NASDAQ 25,170 -509 -2.0 8.3 Norway 10Y 4.39 0.02 0.4 24bp Henry Hub 1M (USD/mmbtu) 3.19 0.0 1.4 -13.6

VIX 22.2 2 11.8 48.6 SOFR 3M 3.7 0.0 0.1 1bp Dutch TTF Nat Gas 1M (EUR/MWh) 50.7 0.7 1.5 80.1

Nikkei 225 64,213 34 0.1 23.9 USD 3Y Swap 4.26 0.03 0.7 65bp Nordic Electricity 1D (EUR/MWh) 65.0 0.0 0 -21.0

Shanghai SE Comp 3,964 -29 -0.7 -0.1 NOK 3Y Swap 4.85 0.05 1.0 76bp UK Electricity 1M (EUR/MWh) 120.3 3.1 2.7 63.0

Hang Seng Index 24,136 -272 -1.1 -5.8 Dollar Index (DXY) 99.9 0.0 0.0 1.7 CO2 Price (EUR/t) 77.4 -0.1 -0.1 -11.5

FTSE 100 10,255 27 0.3 3.3 EUR/USD 1.16 -0.00 -0.1 -1.6 Gold 3M (USD/ozt) 4,101 -31.9 -0.8 -7.5

DAX 24,195 -238 -1.0 -1.2 USD/JPY 160.5 0.2 0.1 2.4 Aluminium Cash (USD/t) 3,489 -119.0 -3.3 17.6

OSEBX 1,982 -8 -0.4 17.4 USD/NOK 9.47 -0.03 -0.3 -6.2 Copper Cash (USD/t) 13,370 -346 -2.5 6.9

Stockholm (OMX) 3,054 -16 -0.5 5.9 EUR/NOK 10.94 -0.04 -0.4 -7.7 Baltic Dry Index 2,771 -47 -1.7 47.6

Euro STOXX 50 6,010 -40 -0.7 3.8 GBP/NOK 12.69 -0.04 -0.3 -6.5 Steel Spot China (USD/st) 1,123 -2.0 -0.2 20.1

MSCI World Index 3,640 -48 -1.3 6.0 SEK/NOK 1.00 -0.01 -0.7 -8.8 Iron Ore China (USD/t) 101.7 0.3 0.3 -5.1

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

Aerospace & Defence 2,388 -2.5 0.4 Technology & other Large-Cap Renewable Power Producers & Supply Chain

Airlines 347 -5.6 1.8 Adobe 233.4 -4.5 -1.9 -33.3 Boralex 36.8 0.0 0.1 45.4