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LONDON MARKET CLOSE: Stocks up, dollar down as data seals US rate cut
- The FTSE 100 saw strong gains on Thursday, with the index closing up 0.8% at 9,297.58.
- Soft US jobs data and expectations of a Federal Reserve interest rate cut next week boosted the market.
- Inflation in the US accelerated to 2.9% in August, but the weakening jobs market is the Fed's priority.
- The FTSE 250 and AIM All-Share also ended higher, up 0.7% and 0.8% respectively.
- US equity markets were also positive, with the Dow Jones, S&P 500 and Nasdaq all up over 0.5%.
- European markets closed higher, with the CAC 40 and DAX 40 up 0.8% and 0.3% respectively.
- The European Central Bank left interest rates unchanged, citing brighter economic growth forecasts.
- President Christine Lagarde affirmed the ECB's data-dependent approach to decision-making.
- On the FTSE 100, Compass Group rose 2.8% after a Deutsche Bank upgrade, while M&G traded 1.8% lower.
- On the FTSE 250, Trainline's shares rose 12% after raising earnings guidance and announcing a share buyback.
LONDON MARKET MIDDAY: Solid advance in Europe before ECB rate call
- Stock prices in Europe rose on Thursday afternoon, with the FTSE 100, FTSE 250, CAC 40, and DAX 40 all posting gains.
- The pound and euro weakened against the US dollar, while the yen strengthened.
- US inflation figures and weekly jobless claims data are expected to show a rise in inflation to 2.9% in August, from 2.7% in July.
- The European Central Bank is expected to hold interest rates, with markets convinced that the easing cycle has ended.
- Gold and oil prices fell, with Brent crude dropping below USD 67 per barrel.
- Shares in Trainline, THG, and Klarna saw significant movement, with Trainline and THG shares rising, and Klarna falling in pre-market trade after a strong debut on Wednesday.
- UBS maintains a positive outlook on quality bonds and medium-duration Treasuries, while also favoring gold as a portfolio hedge.
- THG reported a widened pretax loss for the first half of 2025 but expects stronger second-half performance, particularly in THG Beauty and Nutrition.
LONDON BROKER RATINGS: Compass raised; Hays and Ashtead cut
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- 11th Sep 2025 09:54
- The following London-listed shares received analyst recommendations Thursday morning and on Wednesday:
- FTSE 100
- Deutsche Bank Research raises InterContinental Hotels price target to 8,050 (7,900) pence - 'hold'
- Deutsche Bank Research raises Compass to 'buy' (hold) - price target 2,900 (2,700) pence
- Barclays raises Compass price target to 3,155 (3,000) pence - 'overweight'
- Goldman Sachs raises British American Tobacco price target to 4,500 (3,250) pence - 'neutral'
- Goldman Sachs cuts AB Foods price target to 2,200 (2,400) pence - 'neutral'
- Barclays cuts AB Foods price target to 2,150 (2,200) pence - 'equal weight'
- Goldman Sachs raises Airtel Africa price target to 196 (145) pence - 'neutral'
- Berenberg raises Halma price target to 3,750 (3,250) pence - 'buy'
- Berenberg raises Diploma price target to 6,350 (5,750) pence - 'buy'
- Jefferies raises Diploma price target to 5,200 (4,500) pence - 'hold'
- Jefferies cuts Ashtead Group to 'hold' (buy) - price target 5,700 (5,900) pence
- FTSE 250
- Deutsche Bank raises Oxford Nanopore price target to 210 (190) pence - 'buy'
- Barclays cuts Gamma Communications target to 1,700 (1,800) pence - 'overweight'
- Berenberg cuts Hilton Food price target to 1,100 (1,120) pence - 'buy'
- Berenberg cuts IP Group price target to 100 (126) pence - 'buy'
- JPMorgan cuts PPHE Hotels price target to 1,400 (1,500) pence - 'neutral'
- Jefferies raises Serco price target to 230 (175) pence - 'hold'
- Jefferies cuts PageGroup price target to 255 (275) pence - 'hold'
- Jefferies cuts Hays to 'hold' (buy) - price target 61 (85) pence
- SMALL CAP
- Berenberg raises Frontier Developments price target to 450 (330) pence - 'buy'
- Deutsche Bank raises Gym Group price target to 200 (195) pence - 'buy'
- Jefferies cuts THG price target to 55 (58) pence - 'buy'
LONDON MARKET OPEN: Stocks climb before US inflation reading, ECB
- European stocks opened higher on Thursday, with the FTSE 100, FTSE 250, and CAC 40 seeing gains, while the DAX 40 was flat.
- Investors are awaiting US inflation data and the European Central Bank's interest rate decision, with no changes expected from the ECB.
- The pound and euro fell against the US dollar, while the yen strengthened.
- Oil prices edged higher, while gold prices fell.
- In London, shares of large FTSE 100 companies rose, including Shell, HSBC, and AstraZeneca, while BAE Systems saw the biggest gains.
- Trainline shares surged after the company reported strong results and announced a £150 million buyback.
- Fevertree shares jumped as the company lifted its half-year dividend and reported a strong start to the second half of the year.
LONDON MARKET EARLY CALL: FTSE 100 to rise before ECB, US data
- London's FTSE 100 is expected to open higher, recovering from Wednesday's loss, ahead of key economic events including the European Central Bank's interest rate decision and US inflation data.
- Futures predict a 0.2% increase for the FTSE 100 index, opening at 9,242.99.
- The pound and euro weakened against the US dollar, while the yen strengthened.
- US Treasury yields remained unchanged from the previous day's close.
- US stock markets showed mixed results on Wednesday, with the Dow Jones Industrial Average declining 0.5%, while the S&P 500 and Nasdaq Composite posted slight gains.
- Asian markets were mostly positive on Thursday, with the Nikkei 225 and Shanghai Composite up 0.8% and 1.0% respectively, while the Hang Seng Index and S&P/ASX 200 declined.
- Market focus is on US inflation figures and the ECB's interest rate decision, with potential implications for the Federal Reserve's monetary policy.
- Analysts suggest that a softer US CPI report could fuel expectations of a significant Fed rate cut, while stronger-than-expected inflation data may lead to a more gradual approach.
- The ECB is expected to maintain its current interest rates, with attention turning to the bank's economic projections and any hints of a "dovish risk."
- Oil prices dipped, with Brent crude trading at USD67.20, while gold prices fell to USD3,632.01 per ounce.
- On the corporate front, Fevertree Drinks is set to release half-year results, and Trainline will provide a trading statement.
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