Morning Update-06/30/2026

Research evidence excerpt

Morning Update-06/30/2026

Morning Update

30 JUN 2026

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

Dow Jones 52,183 307 0.6 8.6 US 10Y 4.37 -0.00 -0.1 20bp Brent 1M (USD/bbl) 73.6 -0.3 -0.4 41.6

S&P 500 7,440 86 1.2 8.7 Germany 10Y 2.86 0.01 0.4 0bp WTI 1M (USD/bbl) 70.4 -0.4 -0.5 35.4

NASDAQ 25,820 523 2.1 11.1 Norway 10Y 4.21 -0.00 -0.0 5bp Henry Hub 1M (USD/mmbtu) 3.18 -0.1 -3.0 -13.7

VIX 17.7 -1 -4.1 18.1 SOFR 3M 3.7 0.0 -0.3 9bp Dutch TTF Nat Gas 1M (EUR/MWh) 42.8 0.2 0.5 51.9

Nikkei 225 70,314 846 1.2 39.2 USD 3Y Swap 4.16 0.01 0.4 55bp Nordic Electricity 1D (EUR/MWh) 65.0 0.0 0 -21.0

Shanghai SE Comp 4,082 8 0.2 2.9 NOK 3Y Swap 4.69 -0.00 -0.0 60bp UK Electricity 1M (EUR/MWh) 102.6 4.8 4.9 39.0

Hang Seng Index 22,755 -272 -1.2 -11.2 Dollar Index (DXY) 101.1 -0.3 -0.2 2.8 CO2 Price (EUR/t) 79.3 0.5 0.6 -9.4

FTSE 100 10,484 -24 -0.2 5.6 EUR/USD 1.14 0.00 0.2 -2.7 Gold 3M (USD/ozt) 3,984 -55.0 -1.4 -10.2

DAX 24,627 -44 -0.2 0.6 USD/JPY 161.9 0.2 0.1 3.3 Aluminium Cash (USD/t) 3,161 -3.5 -0.1 6.5

OSEBX 1,906 6 0.3 13.0 USD/NOK 9.92 -0.01 -0.1 -1.6 Copper Cash (USD/t) 13,303 16 0.1 6.4

Stockholm (OMX) 3,167 13 0.4 9.8 EUR/NOK 11.34 0.02 0.2 -4.3 Baltic Dry Index 2,490 -34 -1.3 32.7

Euro STOXX 50 6,232 10 0.2 7.6 GBP/NOK 13.15 0.04 0.3 -3.1 Steel Spot China (USD/st) 1,152 -4.0 -0.3 23.2

MSCI World Index 3,737 35 1.0 8.8 SEK/NOK 1.02 -0.00 -0.0 -6.8 Iron Ore China (USD/t) 100.3 -0.1 -0.1 -6.4

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

Aerospace & Defence 2,540 0.3 6.8 Technology & other Large-Cap Renewable Power Producers & Supply Chain

Airlines 435 -0.0 27.7 Adobe 206.4 3.7 1.8 -41.0 Boralex 37.0 0.0 0.0 46.0