Morning Update-06/24/2026

Research evidence excerpt

Morning Update-06/24/2026

Morning Update

24 JUN 2026

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

Dow Jones 51,667 -46 -0.1 7.5 US 10Y 4.49 -0.01 -0.3 32bp Brent 1M (USD/bbl) 76.3 -0.8 -1.1 46.1

S&P 500 7,365 -107 -1.4 7.6 Germany 10Y 2.91 -0.04 -1.4 5bp WTI 1M (USD/bbl) 72.6 -0.6 -0.8 39.8

NASDAQ 25,587 -580 -2.2 10.1 Norway 10Y 4.26 -0.04 -0.8 10bp Henry Hub 1M (USD/mmbtu) 3.15 -0.1 -3.3 -14.6

VIX 19.5 2 12.8 30.4 SOFR 3M 3.7 0.0 0.9 4bp Dutch TTF Nat Gas 1M (EUR/MWh) 41.7 -0.4 -0.9 47.9

Nikkei 225 68,951 -839 -1.2 37.0 USD 3Y Swap 4.29 -0.03 -0.7 68bp Nordic Electricity 1D (EUR/MWh) 65.0 0.0 0 -21.0

Shanghai SE Comp 4,096 -10 -0.2 3.2 NOK 3Y Swap 4.78 -0.03 -0.7 68bp UK Electricity 1M (EUR/MWh) 100.3 0.4 0.4 35.9

Hang Seng Index 23,345 8 0.0 -8.9 Dollar Index (DXY) 101.4 0.4 0.4 3.1 CO2 Price (EUR/t) 80.7 0.0 0.0 -7.7

FTSE 100 10,429 -9 -0.1 5.0 EUR/USD 1.14 -0.01 -0.6 -3.1 Gold 3M (USD/ozt) 4,080 -69.1 -1.7 -8.0

DAX 24,894 -246 -1.0 1.6 USD/JPY 161.6 0.2 0.1 3.1 Aluminium Cash (USD/t) 3,264 -141.5 -4.2 10.0

OSEBX 1,945 -2 -0.1 15.2 USD/NOK 9.78 0.10 1.1 -3.1 Copper Cash (USD/t) 13,334 -308 -2.3 6.6

Stockholm (OMX) 3,146 -45 -1.4 9.1 EUR/NOK 11.13 0.06 0.5 -6.1 Baltic Dry Index 2,684 0 0.0 43.0

Euro STOXX 50 6,231 -81 -1.3 7.6 GBP/NOK 12.91 0.08 0.6 -4.9 Steel Spot China (USD/st) 1,123 3.0 0.3 20.1

MSCI World Index 3,708 -49 -1.3 8.0 SEK/NOK 1.01 -0.00 -0.1 -8.0 Iron Ore China (USD/t) 100.5 -0.3 -0.2 -6.2

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

Aerospace & Defence 2,505 0.8 5.3 Technology & other Large-Cap Renewable Power Producers & Supply Chain

Airlines 402 1.6 18.2 Adobe 197.4 2.5 1.3 -43.6 Boralex 37.0 0.1 0.1 45.9