Daily Market Report – June 15, 2026

1. Markets

The relaxation in the Gulf gave the markets a significant boost at the beginning of the week. The DAX (DAX) rose by 1.1 percent to 24,894 points, the Euro Stoxx 50 (SX5E) gained 0.8 percent. In New York, the Dow Jones increased by 0.9 percent, the S&P 500 (SPX) by 1.7 percent. The Nasdaq Composite (IXIC) was the clear winner with an increase of 3.1 percent. The Brent crude oil price (UKOIL) fell by nearly 5 percent, reaching its lowest level since March.

2. Companies & Reporting Season

Demand was particularly strong for technology and semiconductor stocks. Nvidia (NVDA), Micron (MU), AMD (AMD), and Marvell (MRVL) benefited from the return of investors to growth stocks. In Germany, Deutsche Bank (DBK), SAP (SAP), and Infineon (IFX) were in the spotlight. In contrast, energy stocks such as Exxon Mobil (XOM), Chevron (CVX), Shell (SHEL), and BP (BP) were under pressure.

3. Macroeconomics

The market primarily traded on the prospect of a reopening of the Strait of Hormuz and lower energy prices. This reduced concerns about a renewed surge in inflation. Now, attention turns to the Federal Reserve, whether it also considers only a short-term supply shock or a longer-term inflationary pressure.