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US stocks indices were mixed on Monday as a rebound in Treasury securities supported traditional sectors of the economy, while companies in the computing sector underperformed. The Dow jumped 0.6% and the S&P 500 inched higher, while the tech heavy Nasdaq 100 was below the flatline. Crude oil and product prices rose further after Houthi attacks threatened exports from the Red Sea, while President Trump delivered more threats to Iran should a deal not be reached soon. Still, bond yields eased from peaks in a sign that growth concerns from energy shortages are being considered in tandem with inflationary risks. Banks and financial services providers were higher amid the rebound for bonds, with JPMorgan, American Express, and Blackstone rising between 3% and 1%. On the other hand, chip producers sank to extend last week's losses after research from Alphabet stoked optimism on compute-efficient AI models. Micron, Lan Research, and Western Digital sank near 7%.

US Stocks Trim Gains

The US dollar index rose past 100 on Monday, its highest since May of last year as no signs of de-escalation to the war in the Middle East maintained markets' preference to holding safety through the greenback. Yemeni Houthis engaged in the conflict over the weekend to threaten exports through the Red Sea, while President Trump issued new warnings to Tehran after Iranian speakers repeatedly touted US demands as unrealistic. Crude oil and fuel prices maintained their surge from the month, supporting the outlook for a hawkish response by the Federal Reserve. The Fed was due to hold its rates unchanged next month as leading labor market indicators reflected a robust labor market, while private surveys indicated higher energy costs being faced by manufacturers. The increase in energy prices also support the dollar as a safe-haven instead of the yen and the franc due to the US being a major energy exporter, in addition to forcing importers in buying more dollars for oil and LNG.

US Dollar Index Rises to 10-Month High

US gasoline futures rose above $3.35 per gallon, hitting their highest level since July 2022 as the effective closure of the Strait of Hormuz continues to choke global supply and drive a record 30% monthly gain. This price surge is underpinned by the physical disruption of critical energy corridors where Houthi involvement in Yemen has introduced fresh risks to Red Sea transit and Yanbu shipments. While President Trump hinted at serious discussions to end the five-week conflict his concurrent ultimatum to obliterate Iranian power plants and the Kharg Island export hub if the waterway remains blocked has reinforced a massive geopolitical risk premium. The deployment of additional US forces and the resulting spike in WTI crude have created a floor that outweighs the impact of deteriorating global growth prospects. Consequently gasoline remains tethered to these supply-side shocks as the market weighs the hope of a peace deal against the threat of energy infrastructure destruction.

Gasoline Extends Momentum

Frankfurt's DAX 40 gained ground to close about 1.2% higher at 22,497 on Monday, after two consecutive sessions of declines, as traders continued to monitor Middle East developments. Treasury Secretary Scott Bessent announced today that the US administration is committed to reopening the Strait of Hormuz for unrestricted cargo passage through military escorts or multinational naval cooperation. At the same time, the G7 Finance and Energy Ministers expressed their willingness to "take all necessary measures" to ensure energy market stability. On the data front, preliminary figures showed German inflation accelerated to 2.7% in March 2026, the highest since January 2024, from 1.9% in February, driven by energy price shocks from the ongoing US–Israeli war involving Iran. Among the top performers were the shares of SAP, RWE, Vonovia and Scout24, each rising more than 3%.

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