Stock Market Impact: U.S. stock futures surged on Monday; Dow futures up 399 points (+0.8%), S&P 500 futures up 70 points (+0.9%), Nasdaq 100 futures up 407 points (+1.4%) by 03:44 ET (07:44 GMT). Asian and European equities also rallied, though liquidity was thin as U.S. markets were closed for Memorial Day and will reopen Tuesday. 30‑year U.S. Treasury bond futures rose a full point; the 30‑year yield had briefly hit its highest level since 2007 last week.
Listed Companies and Sectors: Delivery Hero SE shares jumped 9.7% to €36.85 (08:15 GMT), their highest in 18 months, valuing the company at €11.2 bn ($13.04 bn). The rally followed a Financial Times report that Uber may raise its bid, having previously offered €38 per share (rejected) and a prior bid valuing the firm at >€11.5 bn ($13.4 bn). Shareholders are reportedly seeking offers above €40 per share.
Investment Flows: The article does not cite specific FDI/FPI data, but the optimism around a U.S.–Iran peace accord and the resulting drop in Brent crude could ease energy‑related inflation concerns, potentially influencing capital flows into emerging‑market equities and commodities.
Interest Rates, Inflation, and Liquidity: Analysts expect central banks to react to prolonged energy‑price pressure; the U.S. Federal Reserve is now anticipated to raise rates by 25 bps in its Jan 27 meeting, reversing earlier expectations of cuts. Higher‑rate expectations supported a 1.0% rise in spot gold to $4,555.21/oz and a 0.2% decline in the dollar index to 99.02.
Fiscal or Monetary Policy: No direct fiscal measures are mentioned. The anticipated Fed rate hike reflects monetary‑policy tightening in response to inflationary pressures from elevated oil prices.
