Stock Markets March 31, 2026

European equities stall as monthly losses mount amid Middle East disruptions

STOXX 600 posts small gain but faces biggest monthly drop since 2020 as oil and supply-chain strains weigh

By Hana Yamamoto
European equities stall as monthly losses mount amid Middle East disruptions

European stocks registered modest gains early Tuesday, but the region’s benchmark is set for a sharp monthly drop that would end an eight-month rally. Markets were supported by reports of possible de-escalation in the Middle East, yet concerns over disrupted oil flows and supply-chain pressures have pushed the STOXX 600 toward its first quarterly fall in five periods. Investors are now awaiting a key eurozone inflation read to assess near-term economic effects.

Key Points

  • STOXX 600 rose 0.2% to 581.92 by 0708 GMT but is down 8.2% for March, on course to halt an eight-month winning streak.
  • Financial services led sectors, gaining 0.8%, while supply-chain disruptions and rising oil prices weighed on market sentiment.
  • Investors await the eurozone flash consumer prices reading - the first inflation snapshot since the Gulf conflict began - to assess economic impact.

European equities made tentative advances on Tuesday as traders responded to signs of potential easing in the Middle East conflict, but underlying weakness left the main benchmark on track for its largest monthly slide since 2020. By 0708 GMT the pan-European STOXX 600 index was up 0.2% at 581.92 points.

Despite the early uptick, the STOXX 600 has fallen 8.2% over March and appears poised to interrupt an eight-month run of gains. The index is also headed toward recording its first quarterly decline in five quarters.

Sectors were mixed with financial services outperforming, rising 0.8% to lead sector-level advances. Market momentum was tempered by persistent supply-chain disruptions that have been cited as a factor behind the wider monthly weakness.

Investor risk appetite received a lift after The Wall Street Journal reported that U.S. President Donald Trump told aides he was prepared to end the military campaign against Iran even if the Strait of Hormuz remained largely closed. That report helped underpin the modest market improvement on Tuesday.

European markets began March close to record territory but swung sharply lower by month-end as the conflict involving the U.S., Israel and Iran disrupted oil shipments. Those disruptions pushed oil prices higher and pressured expectations for growth and inflation across the region.

Traders are watching for the eurozone’s flash consumer prices reading due later in the day - the first such inflation snapshot since the Gulf conflict began - to better understand how the war is filtering through to regional economies.

Among individual movers, Unilever climbed 0.7% after saying it was in advanced talks to merge its food business with spice maker McCormick. The deal would result in roughly $15.7 billion in cash for the consumer conglomerate.

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Risks

  • Ongoing disruptions to oil supplies from the U.S.-Israel conflict with Iran could keep energy prices elevated and pressure growth and inflation expectations - impacting energy and broad equity markets.
  • Supply-chain interruptions cited as a driver of the monthly decline may continue to affect sectors reliant on global distribution, including industrials and consumer goods.
  • Uncertainty around the eurozone inflation reading may increase volatility in rate-sensitive sectors such as financials and real estate.

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