Overview
- The DAX opened only marginally higher after a weak finish last week with IG pricing the index around small gains and the first half of 2026 showing roughly a 0.7 percent rise.
- US and Iranian officials reported a temporary halt to mutual attacks and plans for further talks, a development that reduced immediate volatility but left investors wary of renewed flare-ups in the Strait of Hormuz.
- Brent and WTI prices rose modestly on oil-supply worries, with markets responding to the regional tensions that could threaten flows through the Hormuz chokepoint.
- China’s commerce ministry put 20 Japanese entities, including units of Mitsubishi and Fujitsu, on an export-control list, a move that raises targeted supply-chain and trade-risk concerns for Asia.
- Index and corporate moves are shifting flows within markets as Alphabet replaced Verizon in the Dow and takeover interest in software firm Nagarro sent that stock sharply higher, while analysts warn limited upside and possible near-term consolidation.