Morning Update-06/29/2026

Research evidence excerpt

Morning Update-06/29/2026

Morning Update

29 JUN 2026

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

Dow Jones 51,876 -45 -0.1 7.9 US 10Y 4.37 -0.03 -0.6 20bp Brent 1M (USD/bbl) 73.3 0.7 0.9 40.9

S&P 500 7,354 -3 -0.0 7.4 Germany 10Y 2.85 0.00 0.0 -0bp WTI 1M (USD/bbl) 70.1 0.8 1.2 34.8

NASDAQ 25,298 -61 -0.2 8.8 Norway 10Y 4.21 -0.01 -0.3 5bp Henry Hub 1M (USD/mmbtu) 3.28 -0.1 -1.9 -11.0

VIX 18.4 0 -2.5 23.1 SOFR 3M 3.7 0.0 -0.0 9bp Dutch TTF Nat Gas 1M (EUR/MWh) 41.4 0.6 1.5 46.9

Nikkei 225 69,361 -2,878 -4.2 38.8 USD 3Y Swap 4.15 -0.04 -0.9 54bp Nordic Electricity 1D (EUR/MWh) 65.0 0.0 0 -21.0

Shanghai SE Comp 4,034 7 0.2 1.6 NOK 3Y Swap 4.70 -0.02 -0.5 60bp UK Electricity 1M (EUR/MWh) 97.8 1.3 1.3 32.5

Hang Seng Index 23,154 482 2.1 -9.7 Dollar Index (DXY) 101.4 -0.1 -0.1 3.1 CO2 Price (EUR/t) 80.2 -0.1 -0.2 -8.4

FTSE 100 10,508 -22 -0.2 5.8 EUR/USD 1.14 0.00 0.2 -3.0 Gold 3M (USD/ozt) 4,080 -16.1 -0.4 -8.0

DAX 24,671 -324 -1.3 0.7 USD/JPY 161.7 0.1 0.0 3.2 Aluminium Cash (USD/t) 3,164 32.0 1.0 6.6

OSEBX 1,901 -16 -0.8 12.6 USD/NOK 9.93 0.07 0.7 -1.6 Copper Cash (USD/t) 13,287 93 0.7 6.3

Stockholm (OMX) 3,154 -27 -0.9 9.4 EUR/NOK 11.31 0.10 0.9 -4.5 Baltic Dry Index 2,524 -67 -2.6 34.5

Euro STOXX 50 6,222 -46 -0.7 7.4 GBP/NOK 13.11 0.08 0.6 -3.4 Steel Spot China (USD/st) 1,156 1.0 0.1 23.6

MSCI World Index 3,702 -8 -0.2 7.8 SEK/NOK 1.02 0.01 0.6 -6.7 Iron Ore China (USD/t) 100.3 -0.0 -0.0 -6.3

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

Aerospace & Defence 2,533 0.0 6.5 Technology & other Large-Cap Renewable Power Producers & Supply Chain

Airlines 435 0.5 27.8 Adobe 202.7 9.3 4.8 -42.1 Boralex 37.0 0.1 0.2 46.0