30/03/2026 - General Information

Morning Brief Following the entry into the Middle East conflict of Yemen's Houthi rebels, allies of Iran, European stock markets are expected to open lower on Monday, as oil prices continue their ascent. IT services group Atos announced on Saturday that the Southern District of New York court had ordered its US subsidiary Syntel to pay $236.9 million, or 204.1 million euros, to TriZetto in compensatory damages. This verdict was rendered as part of the litigation that has pitted Syntel against US technology services company Cognizant and its subsidiary Trizetto since 2015 for misappropriation and copyright infringement. Pharmaceutical group Sanofi, for its part, announced on Saturday positive trial results from three Phase 3 studies of its experimental treatment amlitelimab for atopic dermatitis. Around 7:40 AM, the CAC 40 futures contract was down 0.5%, according to data from broker IG. As the widening Middle East conflict increases concerns about the economic repercussions of the war, European stock market futures were down on Monday morning. Around 7:40 AM, the DAX 40 futures contract in Frankfurt was down 0.6%, while the FTSE 100 in London lost 0.4%, according to data from broker IG. As a Marine expeditionary unit arrived in the Middle East, bringing the number of US troops in the region to approximately 50,000, Iran warned on Sunday that it would "destroy" any attempt at a ground invasion by the United States. Yemen's Houthi rebels announced on Saturday that they had entered the conflict by firing missiles at Israel. According to Stephen Innes, manager at SPI Asset Management, "the Houthis' entry into the fray redraws the battlefield. What seemed contained now looks like a fault line running through the entire energy complex." US President Donald Trump is considering a military operation to remove nearly 1,000 pounds (about 450 kg) of uranium from Iran, according to US officials. However, Donald Trump stated on Sunday that the United States had negotiated with Iran for the passage of oil tankers through the Strait of Hormuz. "They gave us, out of respect I think, 20 oil tankers, big, big oil tankers that are going to go through the Strait of Hormuz, and that starts Monday morning for the next few days," the US president assured, as quoted by Franceinfo. On Friday, the New York Stock Exchange closed sharply lower, marking a fifth consecutive week of decline, concerned by the deepening Middle East conflict and its repercussions on oil prices and the economy. The Dow Jones Industrial Average closed down 1.7% at 45,166.64 points. The S&P 500 index also lost 1.7% to 6,368.85 points, and the Nasdaq Composite dropped 2.2% to 20,948.36 points. Philadelphia Federal Reserve (Fed) President Anna Paulson stated on Friday that the war in Iran increased risks "for both inflation and growth," during a Q&A session following a speech. The central banker expressed particular concern because the US economy is approaching this potential oil shock with inflation already above the Fed's 2% target. In Asia, Tokyo's Nikkei index was down 3.2% late on Monday. The Shanghai Composite index gained 0.2%, while Hong Kong's Hang Seng index fell 1%. The two-year yield fell 4.3 basis points to 3.89%. Around 7:40 AM, the yield on the ten-year US Treasury bond lost 4.7 basis points to 4.39%. The greenback lost 0.3% against the Japanese currency, at 159.73 yen. Around 7:40 AM, the euro gained 0.1% to $1.1515. This morning, as the Middle East conflict widened with the involvement of Yemen's Houthis, who are threatening Red Sea shipping, oil prices continued their rise, according to ANZ Research analysts. The May contract for light sweet crude (WTI) traded on Nymex rose $1.24, or 1.2%, to $100.88 per barrel. Around 7:40 AM, the May contract for North Sea Brent crude traded in London gained $2.33, or 2.1%, to $114.90 per barrel. According to JPMorgan analysts, in addition to their ability to disrupt commercial maritime traffic, "operationally, the Houthis' most significant leverage is their ability to threaten Saudi Arabia's Yanbu export terminal on the Red Sea, where the East-West pipeline terminates." Such a situation threatens Riyadh's ability to bypass the Strait of Hormuz, these analysts add, specifying that these increased risks could add $20 to the price per barrel.

27/03/2026 - Data protection

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27/03/2026 - Index/Markets

27/03/2026 - Sectors

27/03/2026 - Index/Markets

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27/03/2026 - General Information

26/03/2026 - Sectors

26/03/2026 - Sectors

26/03/2026 - Data protection

26/03/2026 - Raw materials