The Point for Europe

This report covers the latest developments in European markets following the interim peace agreement, highlighting a shift toward market broadening in equities and specific company catalysts in Energy and Industrials. It also monitors global commodity trends, including a potential oil supply increase following a US-Iran MoU.

Key Takeaways

• 1.The interim peace agreement has triggered a relief rally in European equities, leading to all-time highs for the STOXX 600.
• 2.Rolls-Royce won a major contract to build SMRs in Sweden, which Citi estimates represents a global TAM of £45bn.
• 3.A US-Iran MoU is expected to lead to a resumption of Strait of Hormuz oil flows, potentially normalizing by late July.

Table of Contents

• Top Call
• Must Read
• Industry
• Strategy & Economics
• Commodities
• Fixed Income & FX

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