Newsquawk Daily European Equity Opening News - 15th June 2026

ASIA

APAC stocks rallied following the announcement that the US and Iran reached an interim agreement to end the hostilities and reopen the Strait of Hormuz. The deal, which is scheduled to be signed on Friday, immediately ends the US naval blockade against Iran and provides time for negotiations towards a final deal to be held for a period of 60 days. However, there are some differing views between the sides regarding the release of funds, with Iran claiming a USD 12bln unconditional fund release, which a US official pushed back on, stating that any release of Iranian funds is tied to a pay-for-performance deal, while President Trump warned that the US would resume Iran strikes if it can't reach a nuclear accord. ASX 200 was led higher by outperformance in the mining, materials and resources sectors, with notable strength seen in gold miners, while energy was at the other end of the spectrum owing to the reaction in underlying commodities to the deal to extend the ceasefire and open the Strait of Hormuz. Nikkei 225 surged to a fresh record high above the 69,000 level with tech, manufacturing and heavy industry stocks boosted amid the lower oil prices and peace agreement. Hang Seng and Shanghai Comp tracked the gains of regional peers as the PBoC continued to boost its daily liquidity efforts, and with the gains led by mining and tech, while Chinese airlines soared and oil majors suffered from the drop in oil prices.

EUROPEAN CLOSES

CLOSES: Euro Stoxx 50 +2.05% at 6,181, Dax 40 +1.66% at 24,613, FTSE 100 +1.63% at 10,472, CAC 40 +1.83% at 8,351, FTSE MIB +1.97% at 51,497, IBEX 35 +2.59% at 18,764, PSI +0.76% at 9,094, SMI +1.32% at 13,708, AEX +1.70% at 1,081

SECTORS: IT 3.27%, Financials 3.14%, Materials 2.78%, Consumer Disc 2.27%, Industrials 1.78%, Telecoms 1.64%, Consumer Stpl 0.84%, Healthcare 0.76%, Utilities 0.24%, Energy -2.16%

FTSE 100

Airtel Africa (AAF LN) - Co. is to acquire a 16.3% stake from ICI, according to a filing. (Newswires)

AstraZeneca (AZN LN) - Co.'s Truqap combination approved in the US as first and only targeted treatment for PTEN-deficient metastatic hormone-sensitive prostate cancer. Based on results of CAPItello-281 which prospectively defined PTEN-deficient disease and showed Truqap combination reduced risk of radiographic disease progression or death by 19%. (AstraZeneca)

BAE Systems (BA/ LN) - Co. has signed a MoU with NEC to strengthen Japan's active cyber defence. (Newswires)

HSBC (HSBA LN) - The Co.'s mobile banking app has experienced outages, leaving customers unable to access their accounts. The bank said the app was "temporarily unavailable" and it would resume shortly. (Bloomberg)

Vistry (VTY LN) - Co. has reportedly offered voluntary redundancies to its workers, offering up to 2 months pay and another payment, in an attempt to preserve cash, the FT reports. (FT)

UK Autos - The UK Government is set reduce the all-electric cap from 80% to 50% by the end of 2030, following talks with industry leaders and unions worried about job losses. (FT)

UK Energy - The UK and Japan is expected to sign an GBP 18bln clean energy deal, with Japan expected to contribute GBP 9bln to develop 5.9GW of floating offshore wind projects. (Bloomberg)

UK Housing - UK Rightmove House Prices YY (Jun) -0.5% (Prev. -0.3%), MM (Jun) -0.6% (Prev. 1.2%).

OTHER UK COMPANIES

BROKER MOVES

Rio Tinto (RIO LN) downgraded to Neutral from Outperform at Macquarie

Taylor Wimpey (TW/ LN) downgraded to Underweight from Neutral at JPMorgan

Vistry (VTY LN) downgraded to Underweight from Neutral at JPMorgan

DAX

Deutsche Boerse (DB1 GY) - Germany has secured an exemption for the Co., allowing the group to retain the option to remain under the authority of its national regulator as part of plans by multiple EU countries to overhaul supervision of financial markets. (FT)

Rheinmetall (RHM GY) - Co.’s CEO says there are risks France could withdraw from the MGCS, a joint tank project, as France plans to shrink its budget significantly ,y for the project. (Welt am Sonntag)

OTHER GERMAN COMPANIES

BROKER MOVES

CAC

Bouygues (EN FP) - Co.'s CEO says the EUR 20bln deal to break up Altice's SFP can win regulatory approval, the FT reports. (FT)

Dassault Systemes (DSY FP) - Co. refinances its EUR 750mln revolving credit facility. (Newswires)

LVMH (MC FP) - Co.’s private equity firm, L Catterton, is reportedly in exclusive talks to buy a stake in fitness race Hyrox, Sky News reports. An announcement could be possible within weeks. (Sky News)

Renault (RNO FP), Thales (HO FP) - The Cos will partner together to develop a military vehicle. (Renault)

Sanofi (SAN FP) - The US FDA has granted accelerated approval to Tzield to delay the decline in endogenous insulin production in children aged 8-17 years recently diagnosed with stage 3 type 1 diabetes. (Sanofi)

Schneider Electric (SU FP), Foxconn (2317 TT) - Co. has entered a strategic collaboration with Foxconn to help define and scale the next generation of AI data centres. Together, the companies aim to deliver integrated, ready-to-deploy solutions that enable customers to build and operate AI infrastructure with greater speed, efficiency, and predictability across regions. Production will begin later this year. (Schneider Electric)

OTHER FRENCH COMPANIES

BROKER MOVES

PAN EUROPE

Allianz (ALV GY), HSBC (HSBA LN) - Allianz has reportedly emerged as the frontrunner to buy HSBC’s Singapore insurance unit, valued as much as USD 2bln, Bloomberg reports. (Bloomberg)

Geopols - US and Iranian officials have said that they have reached an agreement on a framework to end the war. The US will lift its naval blockade, whilst Iran will reopen the Strait of Hormuz. The deal also includes the termination of military operations on all fronts, including in Lebanon. 

BROKER MOVES

SMI

Partners Group (PGHN SW) - Co. says it had no plans to impose additional liquidity restrictions or freezes on any of its evergreen investment vehicles, denies market rumours of such claims. (Partners Group)

Roche (ROP SW) - Co. receives FDA approval for the first companion diagnostic to assess PTEN protein in people living with prostate cancer. (Roche)

OTHER SWISS COMPANIES

BROKER MOVES

Belimo Holding (BEAN SW) upgraded to Overweight from Equal Weight at Morgan Stanley

SCANDINAVIA

Telia (TELIA SS) - Co., alongside KTH and Brookfield, have signed a MoU to form a strategic partnership for the joint development of sovereign AI services and applications in Sweden. (Telia)

BROKER MOVES

Telia (TELIA SS) downgraded to Sell from Hold at Berenberg

US

CLOSES: SPX +0.50% at 7,431, NDX +0.64% at 29,636, DJI +0.69% at 51,207, RUT +0.79% at 2,944

SECTORS: Health -0.16%, Consumer Discretionary +0.01%, Communication Services +0.33%, Technology +0.37%, Industrials +0.58%, Consumer Staples +0.69%, Energy +0.72%, Real Estate +0.95%, Utilities +1.12%, Financials +1.35%, Materials +1.83%.

Anthropic - Co. says it is to “abruptly disable” its most advanced AI models after the US Government told the Co. to limit access for all foreign nationals due to national security concerns. Additionally, it was later reported by Reuters that the Amazon (AMZN) CEO was among tech leaders who raised concerns to US officials about the security risks of Fable 5 and Mythos 5. Following this, the EU said it is assessing the practical implications of a US export control directive impacting Anthropic. (Anthropic/Reuters)

ByteDance, Baidu (BIDU) - The Co. is reportedly in discussions to purchase at least 50,000 GPUs from Chinese chipmaker Iluvatar CoreX (9903 HK), while also considering a similar deal with Baidu, Reuters reports. (Reuters)

Goldman Sachs (GS), JPMorgan (JPM) - The Cos have reportedly told employees that they can request permission to work from home during the World Cup due to warnings about possible commuting difficulties, the FT reports. (FT)

OpenAI - Co. is reportedly under investigation by a group of US state attorneys, Reuters reports. A subpoena has been served seeking documents related to a wide range of activities and the impact on its users. (Reuters)