European Shares Hit Two-Month Highs on Iran-US Peace Optimism

Author: John Whitmore

STOXX 600 Index Surges on Iran-US Peace Negotiations, Banks and Airlines Lead Gains

European shares climbed to their highest level in over two months on Monday, as investors cheered signs of easing tensions between Iran and the United States. The pan-European STOXX 600 rose 0.67% to 629.28 points, driven by a sharp drop in oil prices and renewed hopes for de-escalating the Middle East conflict.

The banking sector jumped 1.9%, while airlines such as Lufthansa and Air France-KLM soared over 3.5% amid falling Brent crude prices. A potential framework to reopen the Strait of Hormuz, a critical energy chokepoint, fueled the rally, although analysts cautioned that key issues like Iran's nuclear program remain unresolved.

The decline in oil prices eased inflation worries, supporting expectations for two ECB rate hikes by year-end. However, geopolitical risks persist, with Ukraine tensions lifting defense stocks 1.5%. Delivery Hero also surged on Uber bid speculation.

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