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LONDON MARKET CLOSE: FTSE 100 higher ahead of US rates and earnings
- London Stock Market:
- FTSE 100 closed up 0.6% at 10,207.80.
- FTSE 250 ended up 0.2% at 23,404.02.
- AIM all-share closed down 0.6% at 823.97.
- Precious metals mining stocks declined: Fresnillo (-5.9%), Endeavour Mining (-4.4%), Hochschild Mining (-4.5%), Pan African Resources (-3.6%).
- London Stock Exchange Group down 1.1% after proposing reduced free-float requirements for international companies to join FTSE indices.
- Eco Buildings rose 11% after completing groundworks for a luxury apartment development in Tirana, Albania.
- Nuformix lost 16% despite narrowing pretax loss to GBP660,569.
- Global Markets:
- European equities mixed: CAC 40 (+0.3%), DAX 40 (-0.1%).
- US stocks mixed: Dow Jones (-0.6%), S&P 500 (+0.5%), Nasdaq (+1.0%).
- Gold slightly retreated to USD5,093.94 per ounce.
- Brent oil rose to USD65.92 per barrel.
- Currencies:
- Pound higher at USD1.3765.
- Euro up at USD1.1969.
- Dollar lower against yen at JPY153.05.
- Upcoming Events:
- US Federal Reserve rate decision expected.
- Earnings reports from Tesla, IBM, Meta Platforms, Amphenol, and Microsoft.
- Bank of Canada interest rate decision.
- UK trading updates from PayPoint, Pets At Home, Computacenter, and Hargreaves Services.
- Geopolitical Concerns:
- Potential 100% tariffs on Canada if it strikes a trade deal with China.
- Threat of import taxes on European goods over Greenland dispute.
LONDON MARKET MIDDAY: FTSE 100 rises as banks gain, miners ease
- London Stock Market:
- FTSE 100 up 0.6% at 10,205.11, led by banks and Asia-exposed stocks.
- FTSE 250 marginally lower at 23,350.06.
- AIM all-share down 0.4% at 825.36.
- Miners pared Monday's gains as gold prices stabilized.
- European Equities:
- CAC 40 in Paris up 0.2%.
- DAX 40 in Frankfurt down 0.2%.
- India-EU Trade Deal:
- Leaders to announce a sweeping trade pact after two decades of negotiations.
- Deal covers 25% of global GDP and one-third of global trade.
- Aimed at shielding both sides from economic challenges posed by the US and China.
- Germany Welfare Reforms:
- Plans to simplify the welfare system, moving services online and reducing oversight agencies.
- No cuts to benefits, according to the government.
- UK Ground Rent Reforms:
- Annual ground rents capped at GBP250 per property from 2028.
- 40-year transition period after which all ground rents will be reduced to zero.
- Uncertainty for pension funds and investors in ground rents.
- Asian Markets Impact:
- HSBC and Prudential up 2.9% and 1.9% respectively.
- NatWest and Barclays up 2.0% and 1.5%.
- South Korea underperformed due to US tariff hike.
- Commodity and Stock Movements:
- Miners Fresnillo and Antofagasta down 2.9% and 1.6% respectively.
- Burberry up 1.1% after Barclays upgrade.
- Paragon Banking Group down 1.4% despite solid financial performance.
- Mitie down 0.2% despite strong Q3 performance.
- Evoke down 6.2% due to UK budget impact and analyst downgrade.
- US Markets:
- Dow Jones Industrial Average called down 0.2%.
- S&P 500 index up 0.3%.
- Nasdaq Composite up 0.6%.
- Commodity Prices:
- Brent oil down to USD64.71 per barrel.
- Gold down to USD5,086.00 per ounce.
- Upcoming Economic Event:
- US house price index at 1400 GMT.
LONDON BROKER RATINGS: BofA raises St James's Place and Quilter
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- 27th Jan 2026 09:44
- The following London-listed shares received analyst recommendations Tuesday morning and on Monday:
- FTSE 100
- BofA raises St James's Place to 'buy' (neutral) - price target 1,770 (1,625) pence
- JPMorgan raises Smiths Group price target to 3,040 (2,950) pence - 'overweight'
- Berenberg raises Segro price target to 1,067 (1,056) pence - 'buy'
- Berenberg raises LondonMetric Property price target to 282 (269) pence - 'buy'
- Citigroup starts GSK with 'neutral' - price target 1,900 pence
- Citigroup starts AstraZeneca with 'buy' - price target 17,000 pence
- Barclays raises Burberry to 'overweight' - price target 1,450 pence
- Barclays raises Spirax price target to 8,020 (7,950) pence - 'overweight'
- Goldman Sachs cuts ICG PLC target to 3,010 (3,050) pence - 'buy'
- Goldman Sachs cuts Unilever price target to 5,135 (5,175) pence - 'neutral'
- Deutsche Bank Research cuts London Stock Exchange Group price target to 11,400 (11,900) pence - 'buy'
- UBS raises Anglo American price target to 4,000 (3,500) pence - 'buy'
- FTSE 250
- BofA raises Quilter to 'buy' (neutral) - price target 225 (210) pence
- Peel Hunt cuts Serco Group to 'add' (buy) - price target 329 (247) pence
- Cantor cuts Computacenter to 'neutral' (overweight) - price target 3,500 (3,000) pence
- Berenberg raises Grainger price target to 285 (260) pence - 'buy'
- SMALL CAP
- Peel Hunt moves Evoke rating to 'under review' from 'buy'
- Berenberg raises Costain Group price target to 210 (190) pence - 'buy'
- Berenberg raises Sylvania Platinum price target to 130 (127) pence - 'buy'
- Barclays raises Ryanair price target to 33 (31.50) EUR - 'overweight'
- RBC cuts Essentra price target to 130 (155) pence - 'outperform'
- Berenberg raises Zotefoams price target to 590 (540) pence - 'buy'
- Berenberg cuts NewRiver REIT price target to 98 (128) pence - 'buy'
- Berenberg cuts Henry Boot price target to 326 (337) pence - 'buy'
LONDON MARKET OPEN: FTSE 100 rises as financials lead early gains
- London Stock Market:
- FTSE 100 opened higher by 0.2% at 10,171.21, led by financial stocks.
- FTSE 250 and AIM all-share indices opened lower by 0.1% and 0.4%, respectively.
- Financial stocks like HSBC, Prudential, NatWest, St James's Place, and Barclays gained 1.1% to 1.8%.
- Sage Group rose 1.0% after reporting strong Q1 revenue growth of 10%.
- Dr Martens shares fell 8.9% due to mixed third-quarter trading results.
- Cranswick shares rose 1.2% on expectations of top-end full-year profit after record Christmas trading.
- Currency Movements:
- Sterling eased to USD1.3674 from USD1.3704.
- Euro weakened to USD1.1861 from USD1.1884.
- Dollar strengthened against the yen to JPY154.67 from JPY153.99.
- Political Developments:
- UK PM Keir Starmer began a trip to China to rebuild relations and pursue trade deals.
- Canadian PM Mark Carney secured tariff reductions with China, despite Trump's threats of 100% tariffs on Canada.
- UK Chancellor Rachel Reeves to unveil a GBP300 million support package for pubs.
- Global Markets:
- European equities: CAC 40 and DAX 40 both up 0.1%.
- Asian markets: Nikkei 225 (+0.9%), Shanghai Composite (+0.2%), Hang Seng (+1.4%), S&P/ASX 200 (+0.9%).
- US markets (Monday): Dow Jones (+0.6%), S&P 500 (+0.5%), Nasdaq (+0.4%).
- Commodities:
- Brent oil traded lower at USD64.43 per barrel.
- Gold steadied at USD5,081.90 per ounce after recent surge.
- Corporate Updates:
- Costain won a GBP100 million contract for a new M5 motorway junction project.
- Eleco shares jumped 13% on expected revenue and profit growth.
LONDON MARKET EARLY CALL: FTSE 100 seen higher as dollar weakens
- London Stocks: Set to open higher on Tuesday, supported by a softer US dollar and firmer Asian markets. FTSE 100 futures indicate a 0.3% rise to 10,176.05.
- Keir Starmer's China Visit: UK Prime Minister travels to China to rebuild Sino-British relations, emphasizing a "hard-headed, grown-up approach" without upsetting US President Donald Trump.
- US Dollar Weakness: Under pressure due to political uncertainty (potential government shutdown) and speculation of US intervention to support the yen.
- Currency Movements: Sterling at USD1.3688, euro at USD1.1878, and USD/JPY at 154.41 on Tuesday morning.
- India-EU Trade Deal: Leaders to announce a major trade pact, dubbed the "mother of all deals," covering 25% of global GDP and one-third of global trade.
- UK Shop Price Inflation: Accelerated to 1.5% in January, driven by high energy costs, with food inflation at 3.9% and fresh food at 4.4%.
- UK Defence Contracts: New team launched to help small businesses secure more defence contracts, aiming to increase SME spending by 50% by 2028.
- Asian Markets: Nikkei 225 (+0.8%), Shanghai Composite (+0.3%), and Hang Seng (+1.3%) all trading higher on Tuesday.
- US-South Korea Trade: Trump announces tariff increases on South Korean goods (autos, lumber, pharma) from 15% to 25% due to unfulfilled trade pact.
- Australian Business Confidence: Improved in December, with NAB confidence index rising to +3 and conditions index to +9.
- Tech Earnings: Nvidia shares down 0.6% pre-earnings update; Microsoft rises 0.7% after unveiling AI chip Maia 200.
- Federal Reserve Meeting: Begins Tuesday; no rate change expected, with Powell likely to emphasize data-dependent approach.
- Commodities: Gold steadies at USD5,090.90/ounce; Brent oil trades lower at USD64.48/barrel.
- Corporate Calendar: Earnings updates from Cranswick, Dr Martens, Sage, Evoke, SThree, and Time Finance.
- Economic Data: Spain unemployment figures and US house price index due Tuesday.
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