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LONDON MARKET CLOSE: Pound climbs as miners help FTSE 100 nudge higher
- FTSE 100 Performance: Closed up 5.41 points (0.1%) at 10,148.85, supported by gains in mining stocks due to record highs in gold and silver prices.
- FTSE 250 & AIM All-Share: FTSE 250 ended 34.13 points higher (0.2%) at 23,351.66; AIM All-Share closed up 5.74 points (0.7%) at 828.49.
- Cboe Indices: Cboe UK 100 rose 0.3% to 1,016.12; Cboe UK 250 up 0.4% at 20,599.29; Cboe Small Companies climbed 0.9% to 18,283.43.
- Mining Stocks: Fresnillo (+6.7%), Antofagasta (+5.3%), and Endeavour (+4.0%) led blue-chip risers amid strong metals prices.
- Gold & Silver Prices: Gold hit a new record high at USD5,095.11/ounce; silver surged 10%, surpassing USD100/ounce.
- Market Commentary: Gold seen as the "ultimate risk-off safe haven" amid global uncertainty, dollar weakness, and reduced appeal of government bonds.
- US Political Uncertainty: Increased odds of a US government shutdown (80% by January 31) due to Democratic opposition to federal spending package.
- Dollar Weakness: Speculation of joint US-Japan intervention to support the yen further weakened the dollar.
- Currency Movements: Pound rose to USD1.3704; Euro to USD1.1884; Dollar fell to JPY153.99 against the yen.
- Federal Reserve: Expected to keep interest rates unchanged on Wednesday; next cuts predicted for June and September.
- European & US Markets: CAC 40 (-0.2%); DAX 40 (+0.1%); Dow Jones (+0.4%); S&P 500 (+0.5%); Nasdaq (+0.5%).
- UK Inflation Expectations: Short-term expectations rose to 3.8% in January, highest since October 2025.
- FTSE 100 Movers: Fresnillo (+280.00p), Antofagasta (+191.00p), Endeavour (+176.00p) top risers; 3i (-160.00p), Autotrader (-19.40p) top fallers.
- Corporate News: Spire Healthcare (+18%) in early-stage buyout talks; Costain (+7.0%) announced share buyback and dividend increase.
- Oil Prices: Brent oil traded lower at USD65.43/barrel.
- Upcoming Events: Federal Open Market Committee meeting starts Tuesday; UK trading statements from Sage, Dr Martens, and Evoke.
LONDON MARKET MIDDAY: Shares nudge higher as gold, FX moves dominate
- London Stock Market:
- FTSE 100 up 0.1% at 10,149.15, supported by rising gold prices lifting miners.
- FTSE 250 marginally lower at 23,310.66.
- AIM all-share up 0.5% at 826.81.
- Miners like Fresnillo, Antofagasta, Anglo American, and Endeavour Mining led gains.
- 3i Group fell 3.9% after a price target cut by Barclays.
- European Markets:
- CAC 40 in Paris down 0.3%.
- DAX 40 in Frankfurt down 0.2%.
- Currency Markets:
- Sterling climbed to USD1.3670, its strongest since September, amid dollar weakness.
- Euro up to USD1.1855.
- Japanese yen strengthened to JPY153.73 against the dollar, driven by BOJ intervention speculation.
- US Markets:
- Dow Jones, S&P 500, and Nasdaq called lower.
- Big Tech earnings from Microsoft, Meta, Tesla, and Apple expected later in the week.
- US Treasury yields fell ahead of the Fed’s rate decision on Wednesday.
- Commodities:
- Gold surged past USD5,000, quoted at USD5,092.10 an ounce.
- Silver extended gains to USD109.14.
- Brent oil traded at USD66.05 a barrel.
- Corporate News:
- Spire Healthcare jumped 19% on potential takeover discussions.
- Georgina Energy surged 56% on funding progress for drilling.
- Proteome Sciences slid 32% after a retail share offer.
- Economic Data:
- German business sentiment remained weak in January, with the Ifo business climate index unchanged at 87.6.
- US durable goods orders data still pending.
- Trade Developments:
- US threatens 100% tariffs on Canadian imports if Ottawa finalizes a trade deal with China.
LONDON BROKER RATINGS: HSBC cuts Glencore and Rio; RBC cuts Shell
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- 26th Jan 2026 09:49
- The following London-listed shares received analyst recommendations Monday morning and on Friday:
- FTSE 100
- Deutsche Bank Research raises Babcock International price target to 1,350 (1,145) pence - 'hold'
- Jefferies raises Segro to 'buy' - price target 850 pence
- UBS cuts British Land Co to 'neutral' - price target 440 pence
- HSBC cuts Glencore to 'hold' - price target 515 pence
- HSBC cuts Rio Tinto to 'hold' - price target 6,900 pence
- DZ Bank raises Rio Tinto price target to 7,600 (6,000) pence - 'buy'
- Goldman Sachs cuts Hiscox price target to 1,681 (1,713) pence - 'buy'
- RBC cuts 3i Group to 'underperform' (sector perform) - price target 3,000 (3,250) pence
- Barclays cuts 3i Group price target to 4,740 (4,835) pence - 'overweight'
- RBC cuts JD Sports Fashion price target to 100 (105) pence - 'outperform'
- RBC cuts Shell to 'sector perform' (outperform) - price target 3,200 (3,600) pence
- JPMorgan places Howden Joinery on 'negative catalyst watch'
- Jefferies raises Burberry price target to 940 (680) pence - 'underperform'
- FTSE 250
- BofA raises Ninety One to 'buy' (underperform) - price target 280 (180) pence
- Deutsche Bank Research cuts C&C Group price target to 150 (190) pence - 'buy'
- Berenberg raises Senior price target to 310 (275) pence - 'buy'
- Jefferies raises Big Yellow Group to 'buy' - price target 1225 pence
- Jefferies raises Hammerson to 'hold' (underperform) - price target 300 (250) pence
- Berenberg raises Molten Ventures price target to 615 (580) pence - 'buy'
- Stifel cuts Computacenter to 'hold' (buy)
- Berenberg raises Computacenter price target to 3,450 (2,425) pence - 'hold'
- RBC raises Currys price target to 160 (155) pence - 'sector perform'
- Deutsche Bank Research raises Currys price target to 155 (145) pence - 'buy'
- RBC cuts B&M European Value Retail price target to 195 (200) pence - 'outperform'
- Berenberg Starts Greencore with 'buy' - price target 351 pence
- JPMorgan cuts Travis Perkins price target to 712 (720) pence - 'overweight'
- Citigroup raises SSP Group price target to 360 (350) pence - 'buy'
- Citigroup raises Quilter price target to 200 (198) pence - 'neutral'
- SMALL CAP
- Berenberg raises Treatt price target to 270 (250) pence - 'buy'
- Berenberg raises Filtronic price target to 213 (196) pence - 'buy'
- Berenberg raises Big Technologies price target to 105 (80) pence - 'hold'
- Jefferies raises DFS Furniture price target to 230 (200) pence - 'buy'
- Related Shares:
LONDON MARKET OPEN: FTSE 100 slips as sterling surges, metals shine
- London Stock Market:
- FTSE 100 opened down 0.1% at 10,139.75.
- FTSE 250 up 0.1% at 23,335.09; AIM all-share up 0.6% at 827.79.
- Miners led FTSE 100, with Fresnillo, Antofagasta, and Endeavour Mining up 4.0%, 2.6%, and 2.5% respectively.
- GSK shares up 0.3% after EU approval for expanded use of RSV vaccine Arexvy.
- Costain shares jumped 9.5% on pension scheme agreement and share buyback plans.
- Grainger up 1.1% on Chiswick build-to-rent scheme acquisition.
- Nanoco shares dropped 14% after ending sale process and focusing on cost-cutting.
- S4 Capital shares surged 39% on strong 2025 trading and reduced net debt.
- Currency Markets:
- Sterling rallied to USD1.3665, highest since September, amid weak dollar.
- Euro up to USD1.1861; Yen strengthened to JPY153.98 per dollar on intervention speculation.
- Global Markets:
- European equities: CAC 40 down 0.32%, DAX 40 down 0.1%.
- Asian markets: Nikkei 225 down 1.8%; Shanghai Composite down 0.1%; Hang Seng up 0.1%.
- US markets (Friday): Dow down 0.6%; S&P 500 up 0.1%; Nasdaq up 0.3%.
- Commodities:
- Gold rallied to USD5,092.30 per ounce, surpassing USD5,000 level.
- Silver up to USD109.60; Brent oil at USD66.04 per barrel.
- Upcoming Events:
- Big Tech earnings: Microsoft, Meta, Tesla (Wednesday); Apple (Thursday).
- US durable goods orders data expected on Monday.
LONDON MARKET EARLY CALL: FTSE 100 seen up as gold tops USD5,000
Market Summary - 26th Jan 2026 06:57
- London Stocks: FTSE 100 futures indicate a slight rise of 0.1% at open, following a 0.1% decline on Friday.
- Commodities: Gold surges past $5,000/ounce to historic highs; silver exceeds $100; Brent oil rises to $66.26/barrel.
- Currencies: Yen strengthens against the dollar (JPY154.08) on speculation of Bank of Japan intervention; sterling and euro rise against the dollar.
- Global Markets: Nikkei 225 down 1.8%; Shanghai Composite up 0.1%; Hang Seng down 0.1%; Wall Street mixed on Friday.
- Geopolitical Tensions: US threatens 100% tariffs on Canada if it finalizes a trade deal with China; Venezuela aims to boost oil production by 18%.
- Corporate News: Ryanair raises full-year passenger guidance but reports an 83% drop in Q3 profit due to an Italian fine provision.
- Economic Calendar: Spain producer prices, Germany's Ifo survey, and US durable goods orders due Monday.
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Updates 20 headlines
ATR
15:02
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc
SWR
10:31
Smurfit Westrock Plc
PAF
06:01
Pan African Resources PLC