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[MARKET ANALYSIS] European bourses weaker but off worst levels, LHA GY suffer from another strike; US equity futures in the red

European equities opened weaker, primarily driven by geopolitical tensions following U.S.

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[MARKET ANALYSIS] European bourses weaker but off worst levels, LHA GY suffer from another strike; US equity futures in the red

Iranian National Security Commission Spokesman says US blockade claim is a bluff, ISNA reports

German Economy Ministry says adverse affects [of Middle East conflict] on the German economy are likely to remain evident for the "rest of the year"

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  • European bourses (STOXX 600 -0.7%) have started the week on the backfoot, following talks between the US and Iran resulting in no agreement. US President Trump, in response, stated that the US Navy is to begin the process of blockading any and all ships trying to enter or leave the Strait of Hormuz, causing crude futures to surge. The DAX 40 is the underperformer, while the FTSE 100 is supported. Elsewhere, Hungary’s BUX index is surging following Peter Magyar’s Tisza party secured a supermajority.
  • Sectors point negatively, with all sectors in the red, except Energy. Cyclical sectors continue to be hit the hardest, with Travel & Leisure and Consumer Products & Services lying at the bottom of the pile. To add, SocGen downgraded multiple airlines (Ryanair, easyJet, Wizzair) as a result of the higher energy prices hitting the sector.
  • Key movers include Lufthansa, EssilorLuxottica and Partners Group. For Lufthansa, the Co. is facing a two-day pilot strike over pensions. The walkout comes following the end of the cabin crew strike last week. For EssilorLuxottica, the Co. and Meta is to face competition with Apple over its eyewear, as Bloomberg reported that Apple plans to sell its first smart glasses in 2027. Finally, Partners Group reaffirmed its gross new client demand.
  • US equity futures have followed its peers but has come off worst levels. Positiveness is seen in Sandisk, as the Co. is set to join the Nasdaq 100.
Context

and Iran talks that yielded no agreement, leading to heightened oil prices due to potential Navy blockades in the Strait of Hormuz. The airline sector faces additional pressure as strikes impact Lufthansa and downgrades from analysts reflect rising energy costs, suggesting a challenging environment for cyclical stocks. U.S. futures mirror this negative sentiment, though there are pockets of resilience, particularly with Sandisk joining the Nasdaq 100.

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