Morning Pack — Monday 29 June 2026 — 06:15 GMT
Asia-Pacific
| Market | Price | Change | % |
|---|
| Nikkei 225 | 68,675.36 | -685.52 | -0.99% |
| Shanghai Comp | 4,034.084 | +6.819 | +0.17% |
| Shenzhen Comp | 15,591.368 | -190.855 | -1.21% |
| Hang Seng | 23,153.89 | +482.03 | +2.13% |
| ASX 200 | 8,792.10 | +27.90 | +0.32% |
| Kospi | 8,218.43 | -192.78 | -2.29% |
| STI | 5,198.82 | +7.09 | +0.14% |
| NZX 50 | 13,545.56 | +50.32 | +0.37% |
Top Headlines
- US and Iran agree to halt attacks and resume talks
- Stock futures rise, Asia mixed as fragile US-Iran truce keeps oil markets on edge
- Oil pares early gains as US and Iran halt attacks after flare-up
- Samsung, SK ready decade of spending to sustain Korea’s AI lead
- Royal Navy scraps frigate plans to focus on drone warfare
- Freight shipping costs surge as companies race to beat new Trump tariffs
- Dollar poised for best month in nearly a year; eyes on jobs data and Gulf tension
- Central banks grapple with inflation pressures
US Futures
| Future | Price | Day Change | % | Implied Open |
|---|
| Dow Fut | 52,367.0 | +158.00 | +0.30% | +225.89 / +0.43% |
| S&P Fut | 7,443.75 | +42.00 | +0.57% | +37.73 / +0.51% |
| Nasdaq Fut | 29,523.75 | +155.50 | +0.53% | +180.51 / +0.62% |
| Russell 2K Fut | 3,023.6 | +1.00 | +0.03% | -14.48 / -0.48% |
US Close
| Index | Price | Change | % |
|---|
| Dow Jones | 51,876.11 | -44.51 | -0.09% |
| Nasdaq Comp | 25,297.618 | -60.985 | -0.24% |
| S&P 500 | 7,354.02 | -3.47 | -0.05% |
| Russell 2000 | 3,010.085 | +2.227 | +0.07% |
| VIX | 18.41 | -0.48 | -2.54% |
Bonds
| Treasury | Yield | Change |
|---|
| US 2Y | 4.107% | +1.9 bps |
| US 5Y | 4.144% | +1.4 bps |
| US 10Y | 4.382% | +1.0 bps |
| US 30Y | 4.868% | +0.3 bps |
Commodities
| Commodity | Price | Change | % |
|---|
| WTI Crude | 69.92 | +0.69 | +1.00% |
| Brent Crude | 72.32 | +0.33 | +0.46% |
| Natural Gas | 3.288 | +0.009 | +0.27% |
| Gold | 4,053.960 | -34.91 | -0.85% |
FX
| Pair | Price | Change | % |
|---|
| USD/JPY | 161.79 | +0.06 | +0.04% |
| EUR/USD | 1.1385 | +0.0002 | +0.0176% |
| GBP/USD | 1.3201 | Unch | Unch |
| EUR/GBP | 0.8621 | Unch | Unch |
| USD/CNY | 6.7986 | +0.0006 | +0.01% |
| USD/KRW | 1,544.29 | +9.27 | +0.6039% |
Economic Calendar — GMT
| Time | Cur | Event | Forecast | Previous |
|---|
| 05:00 | GBP | BoE MPC Member Pill Speaks | - | - |
| 17:30 | EUR | ECB President Lagarde Speaks | - | - |
Commentary
Risk sentiment is firmer after reports that the US and Iran have agreed to halt attacks and resume talks. US futures are higher, oil is off the boil but still supported, and the VIX eased at the prior close. Asia is mixed rather than outright risk-on: Hong Kong is strong, Australia and Singapore are modestly positive, but Japan, Korea and Shenzhen remain under pressure.
The bond market is slightly weaker, with Treasury yields nudging higher across the curve. FX is fairly contained, although USD/KRW remains notably higher. Gold is softer, suggesting some safe-haven premium is being unwound as markets lean into the truce narrative.
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