On Monday, US stock indices finished the session with confident gains amid a recovery in Treasury prices and easing geopolitical tensions. By the end of the day, the Dow Jones (US30) rose by 1.32%. The S&P 500 (US500) gained 1.48%. The Tech‑heavy Nasdaq (US100) closed Monday in positive territory at 1.78%. Investor optimism was supported by the US decision to refrain from strikes on Iran over the weekend. This led to a drop in oil prices and a decline in Treasury yields, as markets reassessed inflation risks, while Tehran reported progress in negotiations on restoring shipping in the Strait of Hormuz. Against the backdrop of returning risk appetite, technology giants and companies linked to artificial intelligence became the leaders of growth. Amazon’s market capitalization jumped by 4.6%, surpassing the historic threshold of 3 trillion dollars, while Alphabet, Microsoft, and Meta shares rose by 4.9%, 4.9%, and 6% respectively. Chipmakers also showed positive dynamics, including Nvidia (+2.9%), AMD (+1.8%), and Sandisk (+6%).
By the end of the day, Germany’s DAX (DE40) rose by 1.45%, France’s CAC 40 (FR40) closed up 1.22%, Spain’s IBEX 35 (ES35) gained 1.01%, while the UK’s FTSE 100 (UK100) ended the session slightly lower at 0.09%. During the first trading session of August, the key German Index DAX 40 posted confident growth of more than 1.5%, surpassing a historic milestone and consolidating above 26,000 points. The main driver of optimism was the sharp drop in oil prices amid easing geopolitical tensions in the Middle East. Additional support for the stock market came from strong corporate earnings and the global trend of rising technology stocks linked to artificial intelligence.
On Monday, crude oil prices (WTI) fell by roughly 5% (WTI dropped below the key level of 80 dollars per barrel after US President Donald Trump decided to cancel a planned military strike on Iran and announced upcoming renewed negotiations with Tehran. Iran, for its part, denied direct talks with the United States but confirmed progress in consultations through Oman aimed at improving logistics along this waterway. An additional factor stabilizing supplies was the one‑year extension of the agreement between Turkey and Iraq on a key oil pipeline, ensuring reliability of alternative export routes.
In Asia, Japan’s Nikkei 225 (JP225) fell by 0.94%, China’s FTSE China 50 closed lower at 1.08%, Hong Kong’s Hang Seng (HK50) rose by 0.48%, and Australia’s ASX 200 (AU200) closed Monday up 0.47%.
The Australian dollar (AUD) consolidated near 0.70 USD, holding positions at multi‑week highs amid strong domestic macro data. According to published statistics, household spending in June increased by 0.8%, significantly exceeding analysts’ expectations (0.2%), while the annual figure accelerated to 6.0%. These data confirm the resilience of consumer activity, although the recent slowdown in inflation and cooling in the housing market convince markets that at the upcoming meeting the Reserve Bank of Australia will keep the base interest rate unchanged at 4.35%.
S&P 500 (US500) 7,600.50 +110.78 (+1.48%)
Dow Jones (US30) 53,178.41 +693.38 (+1.32%)
DAX (DE40) 26,001.31 +372.07 (+1.45%)
FTSE 100 (UK100) 10,857.70 -10.35 (-0.09%)
USD Index 99.97 +0.05 (+0.05%)
News feed for: 2026.08.04
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