Morning Update-07/06/2026

Research evidence excerpt

Morning Update-07/06/2026

Morning Update

6 JUL 2026

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

Dow Jones 52 900 595 1.1 10.1 US 10Y 4.49 0.01 0.2 32bp Brent 1M (USD/bbl) 71.9 -0.2 -0.3 38.2

S&P 500 7 483 0 0.0 9.3 Germany 10Y 2.91 0.02 0.7 5bp WTI 1M (USD/bbl) 68.6 -0.1 -0.1 32.1

NASDAQ 25 833 -207 -0.8 11.1 Norway 10Y 4.28 0.02 0.4 13bp Henry Hub 1M (USD/mmbtu) 3.20 -0.0 -0.7 -13.3

VIX 16.2 0 -2.7 8.0 SOFR 3M 373.0 0.0 0.0 7bp Dutch TTF Nat Gas 1M (EUR/MWh) 44.9 0.6 1.4 59.3

Nikkei 225 69 444 -294 -0.4 34.0 USD 3Y Swap 4.22 -0.03 -0.7 61bp Nordic Electricity 1D (EUR/MWh) 65.0 0.0 0 -21.0

Shanghai SE Comp 4 047 3 0.1 2.0 NOK 3Y Swap 4.78 0.02 0.4 68bp UK Electricity 1M (EUR/MWh) 107.6 3.1 3.0 45.8

Hang Seng Index 23 543 193 0.8 -8.1 Dollar Index (DXY) 100.9 -0.5 -0.5 2.6 CO2 Price (EUR/t) 80.6 -0.0 -0.0 -7.8

FTSE 100 10 679 26 0.2 7.5 EUR/USD 1.14 -0.00 -0.0 -2.6 Gold 3M (USD/ozt) 4 176 49.8 1.2 -5.8

DAX 25 779 198 0.8 5.3 USD/JPY 161.3 0.2 0.1 2.9 Aluminium Cash (USD/t) 3 062 -13.5 -0.4 3.2

OSEBX 1 944 14 0.7 15.2 USD/NOK 9.83 -0.01 -0.1 -2.6 Copper Cash (USD/t) 13 202 32 0.2 5.6

Stockholm (OMX) 3 247 37 1.1 12.6 EUR/NOK 11.24 -0.01 -0.1 -5.1 Baltic Dry Index 2 717 67 2.5 44.8

Euro STOXX 50 6 413 52 0.8 10.7 GBP/NOK 13.12 -0.03 -0.2 -3.3 Steel Spot China (USD/st) 1 156 -3.0 -0.3 23.6

MSCI World Index 3 764 9 0.2 9.6 SEK/NOK 1.02 0.00 0.1 -6.8 Iron Ore China (USD/t) 98.3 -0.1 -0.1 -8.3

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

Aerospace & Defence 2 668 2.9 12.2 Technology & other Large-Cap Renewable Power Producers & Supply Chain

Airlines 430 -0.7 26.2 Adobe 219.7 8.7 4.1 -37.2 Boralex 37.1 0.0 0.1 46.3