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LONDON MARKET CLOSE: Stocks in green as US manufacturing surprises
- London Stock Market:
- FTSE 100 closed up 0.5% at 10,238.94.
- FTSE 250 ended up 1.4% at 23,279.98.
- AIM All-Share closed up 0.4% at 804.48.
- Schroders was the top performer, up 9.8% after forecasting a 24% rise in adjusted operating profit for 2025.
- Ashmore led the FTSE 250 with a 24% jump, driven by increased assets under management.
- Dunelm fell 20% due to softer-than-expected Q2 trading and lowered profit expectations for 2026.
- Small Caps:
- Panther Metals rose 17% after securing a purchase option for gold and base metal properties in Ontario.
- Foxtons lost 6.3% despite reporting revenue growth, with Q1 2026 sales expected to be below Q1 2025.
- European Equities:
- CAC 40 in Paris closed down 0.2%.
- DAX 40 in Frankfurt ended up 0.4%.
- Global Markets:
- US stocks higher: Dow Jones up 0.7%, S&P 500 up 0.6%, Nasdaq up 0.9%.
- US jobless claims unexpectedly fell to 198,000, below market consensus.
- US manufacturing surveys showed strong improvements in January.
- Brent oil down to USD63.55 per barrel; gold down to USD4,616.76 per ounce.
- Currency:
- Pound lower at USD1.3388.
- Euro down to USD1.1607.
- Dollar up against the yen at JPY158.48.
- Geopolitical:
- European troops arriving in Greenland to support security amid US-European disagreements over the territory.
- EU lowers Russian oil price cap to USD44.10 per barrel from February 1.
- Upcoming Events:
- Friday: German consumer inflation and US industrial production data.
- UK corporate updates from Johnson Service and MJ Gleeson.
LONDON MARKET MIDDAY: Shares up as UK growth data lifts sentiment
- Date and Time: 15th Jan 2026, 12:15
- London Stock Market:
- FTSE 100 up 0.4% at 10,227.11
- FTSE 250 up 0.8% at 23,148.10
- AIM All-Share up 0.2% at 803.21
- Cboe UK indices also showed gains (0.3%-1.0%)
- UK Economic Data:
- November GDP rose 0.3% (vs. expected 0.1%)
- Driven by 0.3% rise in services and 1.1% jump in production
- Three-month GDP growth improved to 0.1%
- Positive comments from analysts on economic resilience
- Currency Movements:
- GBP down to USD1.3419
- EUR down to USD1.1632
- USD up against JPY to 158.56
- European Equities:
- CAC 40 down 0.3%
- DAX 40 down 0.1%
- Eurozone trade surplus missed expectations (EUR9.9 billion)
- Industrial production rose 0.7% (vs. expected 0.5%)
- US Markets:
- Dow Jones, S&P 500, and Nasdaq called higher (0.1%-0.9%)
- US 10-year Treasury yield at 4.15%
- US 30-year Treasury yield unchanged at 4.80%
- Commodities:
- Gold down to USD4,618.20/ounce
- Brent oil down to USD64.26/barrel
- Oil prices lower due to reduced Iran conflict concerns
- Top Performers in London:
- Schroders up 6.4% on strong profit forecast
- LondonMetric Property up 2.5% on rating upgrade
- Decliners in London:
- Diageo down 1.5% on price target cut
- Dunelm down 17% on profit warning
- Tern down 29% on stake loss
- GenIP up 20% on strong revenue growth
- Upcoming Economic Data:
- US weekly jobless claims and retail sales
- Canada manufacturing and wholesale sales
- US business inventories
LONDON BROKER RATINGS: BofA raises LondonMetric; Deutsche cuts easyJet
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- 15th Jan 2026 10:23
- The following London-listed shares received analyst recommendations Thursday morning and on Wednesday:
- FTSE 100
- BofA raises LondonMetric Property to 'buy' (neutral) - price target 220 (215) pence
- BofA cuts British Land to 'neutral'
- BofA cuts Segro to 'neutral' (buy) - price target 750 (810) pence
- UBS raises Schroders price target to 480 (465) pence - 'buy'
- Deutsche Bank Research cuts easyJet to 'sell' (hold) - price target 465 (535) pence
- Deutsche Bank Research raises Diploma price target to 6,200 (6,000) pence - 'buy'
- Deutsche Bank Research cuts Persimmon to 'hold' (buy)
- Citigroup raises Whitbread price target to 3,300 (3,100) pence - 'buy'
- Bernstein cuts Rightmove price target to 674 (790) pence - 'outperform'
- Goldman raises Rio Tinto price target to 7,900 (7,100) pence - 'buy'
- Goldman cuts Pearson price target to 1,300 (1,400) pence - 'buy'
- Goldman cuts NatWest price target to 680 (685) pence - 'neutral'
- Goldman raises Glencore price target to 460 (340) pence - 'neutral'
- Jefferies cuts Diageo price target to 2,000 (2,300) pence - 'buy'
- FTSE 250
- Investec raises WH Smith to 'buy' - price target 820 pence
- BofA cuts Great Portland Estates to 'neutral' (buy) - price target 350 (380) pence
- UBS raises Jupiter Fund Management price target to 172 (153) pence - 'neutral'
- Citigroup cuts Taylor Wimpey price target to 137 (143) pence - 'buy'
- Deutsche Bank Research raises Vistry price target to 803 (684) pence - 'buy'
- Deutsche Bank Research cuts Hays price target to 90 (100) pence - 'buy'
- RBC cuts Hays price target to 65 (75) pence - 'outperform'
- Citigroup cuts Gamma Communications price target to 1,400 (1,420) pence - 'buy'
- Bernstein cuts ITV price target to 75 (76) pence - 'market-perform'
- UBS raises Quilter price target to 210 (190) pence - 'buy'
- Citigroup raises Quilter price target to 198 (183) pence - 'neutral'
- Citigroup raises SSP price target to 350 (310) pence - 'buy'
LONDON MARKET OPEN: Shares edge higher after UK GDP beats forecasts
- London Stock Market:
- FTSE 100 opened up 0.1% at 10,193.06.
- FTSE 250 rose 0.3% to 23,023.39.
- AIM All-Share increased 0.1% to 802.71.
- Cboe UK indices also showed gains, with Cboe UK 100 up 0.2%.
- UK Economic Data:
- November GDP rose 0.3% month-on-month, beating expectations.
- Services output increased 0.3%; production jumped 1.1%.
- Three-month GDP growth improved to 0.1%.
- Construction output fell 1.3% in November, weakest since March 2023.
- Exports rose by GBP600 million; imports fell by GBP600 million.
- Trade deficit widened by GBP2.7 billion to GBP6.1 billion over three months.
- Global Markets:
- European equities: CAC 40 down 0.2%; DAX 40 down 0.1%.
- Asian markets mostly lower; Nikkei 225 fell 0.4%; S&P/ASX 200 up 0.5%.
- US markets ended lower; Nasdaq Composite dropped 1.0%.
- Currency and Commodities:
- Pound at USD1.3442; Euro at USD1.1633; Dollar at JPY158.67.
- Gold at USD4,604.20/ounce; Brent oil at USD64.48/barrel.
- Corporate Highlights:
- Schroders (FTSE 100) up 8.5% on strong profit forecast.
- Ashmore (FTSE 250) topped after reporting strong net flows and AUM growth.
- Expert Commentary:
- Anna Kortis (McKinsey & Co): UK economy may be "finding a floor" with potential in foreign investment and AI-driven growth.
- Upcoming Economic Data:
- Ireland's CPI and trade balance.
- Eurozone trade balance and industrial production.
- US weekly jobless claims, retail sales, and business inventories.
- Canada manufacturing and wholesale sales.
LONDON MARKET EARLY CALL: FTSE 100 seen higher ahead of UK GDP
- London Stocks: Set to open higher, with FTSE 100 futures indicating a 49.4-point rise, bucking the global trend of mostly red equities.
- UK GDP Data: November figures due at 0700 GMT, with consensus expecting a 0.1% month-on-month increase.
- Currency Movements: Sterling at USD1.3424, euro at USD1.1630, and dollar at JPY158.64 early Thursday, with minor changes from Wednesday.
- US Markets: Wall Street closed lower on Wednesday, with the Dow down 0.1%, S&P 500 down 0.5%, and Nasdaq down 1.0%.
- US Producer Prices: Rose 0.2% in November, with annual inflation at 3.0%, exceeding expectations.
- US Economic Activity: Improved slightly to modestly in most Federal Reserve districts, with mildly optimistic outlooks for future growth.
- Geopolitical Tensions: UK deployed a military officer to Greenland amid Denmark's increased Arctic presence and US interest in the territory.
- Asian Markets: Mostly lower, with Nikkei 225, Shanghai Composite, and Hang Seng down 0.5%, while S&P/ASX 200 rose 0.5%.
- Japan Producer Prices: Rose 0.1% month-on-month in December, slower than November.
- Iran Airspace Closure: Temporarily closed to commercial flights early Thursday amid elevated tensions with the US.
- Commodities: Gold at USD4,606.50/ounce and Brent oil at USD64.58/barrel, both lower than Wednesday.
- Corporate Calendar: Trading statements expected from Ashmore Group, Dunelm Group, Fuller, Smith & Turner, Taylor Wimpey, and Rathbones Group.
- Economic Calendar: UK GDP, trade balance, industrial production, and construction output, alongside eurozone and US data releases.
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