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LONDON MARKET CLOSE: FTSE 100 dips but S&P 500 tops 7,000 ahead of Fed
- Market Movements:
- FTSE 100 fell by 0.5% to 10,154.43, FTSE 250 down 0.1% to 23,390.63, AIM all-share up 0.9% to 832.09.
- Cboe UK 100 down 0.5%, Cboe UK 250 up 0.4%, Cboe Small Companies up 1.6%.
- S&P 500 briefly topped 7,000 for the first time, with 12-month gains of 15%.
- Dow Jones and Nasdaq Composite both up 0.1%.
- Geopolitical Tensions:
- US President Donald Trump warned Iran of potential military intervention, leading to a spike in oil prices.
- Brent oil rose to USD68.01 per barrel, up from USD65.92.
- Iran vowed unprecedented retaliation to any US attack.
- Currency Movements:
- Pound rose to USD1.3778, euro fell to USD1.1935, dollar strengthened against the yen to JPY153.63.
- Corporate News:
- Oil majors BP and Shell gained 1.0% and 1.3% respectively due to higher oil prices.
- Endeavour Mining rose 4.3% on gold price gains, while Fresnillo fell 0.6% on lowered 2026 output forecasts.
- Burberry dropped 4.7% following mixed results from LVMH.
- Life Science REIT surged 20% on a GBP150 million takeover bid from British Land.
- boohoo climbed 5.5% after raising profit guidance due to strong performance at Debenhams and Pretty Little Things.
- Economic Indicators:
- US 10-year Treasury yield widened to 4.26%, 30-year Treasury yield to 4.87%.
- Bank of Canada kept interest rates unchanged at 2.25%, citing geopolitical risks and US trade policies.
- Federal Reserve expected to hold interest rates at 3.5%-3.75%.
- Upcoming Events:
- Thursday's calendar includes Canada and US trade data, US jobless claims, and factory orders.
- UK corporate results expected from Lloyds Banking Group, Glencore, Antofagasta, and easyJet.
LONDON MARKET MIDDAY: Shares slide as pound, gold surge ahead of Fed
- London Stock Market:
- FTSE 100 down 0.4% at 10,165.25, weighed by stronger pound.
- FTSE 250 up 0.1% at 23,421.81; AIM all-share up 0.8% at 831.04.
- Mining stocks performed well, led by Endeavour Mining (+3.3%).
- Keir Starmer’s China Visit:
- First visit by a British PM in 8 years, accompanied by 60 business and cultural representatives.
- Politically sensitive due to national security concerns and human rights issues.
- Gold Prices:
- Hit new record above USD5,200/ounce, driven by weaker US dollar.
- Trump dismissed dollar concerns, stating it’s “doing great.”
- Currency Movements:
- Pound at USD1.3781, euro at USD1.1971, dollar down to JPY152.60.
- European Equities:
- CAC 40 (-0.9%), DAX 40 (-0.2%); ASML shares rose 4.5% after strong Q4 results and dividend increase.
- US Markets:
- Dow Jones, S&P 500, and Nasdaq called higher; Fed expected to hold rates steady.
- Corporate News:
- Burberry biggest FTSE 100 faller after BlackRock reduced stake below 5%.
- Energean (-2.9%) and PPHE Hotel Group (-0.9%) underperformed.
- Marston’s (-13%) despite strong Christmas sales; Sancus surged 4x on strong 2025 results.
- Economic Data:
- Irish retail sales fell 0.1% YoY and 0.4% MoM in December.
- Brent oil up to USD66.48/barrel; Shell and BP shares rose.
- Upcoming Events:
- Fed rate decision (1900 GMT), Big Tech earnings (Microsoft, Meta, Tesla, Apple), SpaceX IPO in mid-June.
LONDON BROKER RATINGS: Bernstein reinitiates Convatec at 'outperform'
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- 28th Jan 2026 09:22
- The following London-listed shares received analyst recommendations Wednesday morning and on Tuesday:
- FTSE 100
- Deutsche Bank Research cuts Sage price target to 1,150 (1,200) pence - 'hold'
- Citigroup raises NatWest price target to 810 (765) pence - 'buy'
- Citigroup raises Lloyds Banking price target to 98 (97) pence - 'neutral'
- Citigroup raises HSBC price target to 1,370 (1,320) pence - 'buy'
- Goldman Sachs raises Barclays price target to 550 (505) pence - 'buy'
- Bernstein reinitiates Convatec with 'outperform' - price target 295 pence
- Goldman Sachs raises AstraZeneca price target to 16,389 (15,504) pence - 'buy'
- Berenberg raises AstraZeneca price target to 16,000 (14,500) pence - 'buy'
- FTSE 250
- Goldman Sachs cuts Dr Martens price target to 76 (83) pence - 'neutral'
- Goldman Sachs raises Mitie Group price target to 235 (230) pence - 'buy'
- Deutsche Bank raises Mitie Group price target to 190 (170) pence - 'buy'
- RBC cuts Greencoat UK Wind price target to 125 (130) pence - 'outperform'
- Berenberg cuts Energean price target to 780 (855) pence - 'hold'
- Berenberg raises Harbour Energy price target to 225 (195) pence - 'hold'
- Jefferies raises Plus500 price target to 4800 (3550) pence - 'buy'
- UBS raises Inchcape price target to 990 (920) pence - 'buy'
- SMALL CAP
- RBC raises Ecora Royalties price target to 160 (140) pence - 'outperform'
- UBS raises Synthomer price target to 59 (55) pence - 'neutral'
- Related Shares:
LONDON MARKET OPEN: FTSE 100 edges higher as gold hits fresh record
- London Stock Market:
- FTSE 100 opened up 0.1% at 10,213.68.
- FTSE 250 up 0.3% at 23,472.93; AIM all-share up 0.8% at 831.19.
- Mining stocks led gains due to surging gold prices.
- Gold Prices:
- Gold surged to a record high above USD5,200/ounce, driven by dollar weakness.
- Miners like Endeavour Mining, Anglo American, and Antofagasta gained 3.8%, 2.7%, and 1.4% respectively.
- Fresnillo rose 0.8% despite lower Q4 production, but exceeded 2025 gold output guidance.
- Currency Markets:
- Dollar weakened further after Trump’s comments on its "great" performance.
- Pound at USD1.3788; Euro at USD1.1973; Dollar/Yen at JPY152.68.
- Geopolitics:
- UK PM Keir Starmer visited China with 60 business leaders to rebuild ties.
- Aimed for a "comprehensive and consistent approach" to China relations.
- European Equities:
- CAC 40 down 0.7% due to LVMH’s 6.7% plunge after weak 2025 results.
- DAX 40 marginally higher as German consumer confidence improved in February.
- Asian Markets:
- Nikkei 225 down 0.1%; Shanghai Composite up 0.6%; Hang Seng up 2.5%.
- US Markets:
- Wall Street mixed: Dow down 0.8%; S&P 500 up 0.4%; Nasdaq up 0.9%.
- Big Tech earnings (Microsoft, Meta, Tesla, Apple) expected this week.
- Commodities:
- Brent oil up to USD66.75/barrel.
- Corporate News:
- British Land shares down 0.6% after GBP150m takeover of Life Science REIT.
- Harbour Energy up 3.7% on Berenberg price target raise.
- Pets at Home up 4.9% on strong Q3 trading and full-year profit guidance.
- boohoo up 6.5% on ahead-of-expectations trading and EBITDA upgrade.
- Greatland Resources up 2.0% on strong December quarter results.
- Economic Calendar:
- Ireland retail sales, Canada and US interest rate decisions expected.
LONDON MARKET EARLY CALL: FTSE 100 seen higher as gold tops USD5,200
- London Stocks Outlook: FTSE 100 futures indicate a 0.1% higher opening at 10,220.40, driven by a weaker US dollar and record gold prices.
- Currency Movements: Sterling rose to USD1.3806, the euro to USD1.1996, and the dollar weakened against the yen to JPY152.68, influenced by policy volatility and Trump administration comments.
- Gold Surge: Gold hit a new record high of USD5,261.40 per ounce, fueled by Trump's remarks on the dollar's strength.
- UK Investment Fund: The National Wealth Fund plans to invest GBP100 billion over five years, targeting 200,000 jobs and 500 million tonnes of carbon savings by 2050, focusing on green energy and high-growth sectors.
- US Markets: Wall Street ended mixed, with the Dow down 0.8%, S&P 500 up 0.4%, and Nasdaq up 0.9%, ahead of Big Tech earnings from Microsoft, Meta, Tesla, and Apple.
- Asian Markets: Nikkei 225 down 0.1%, Shanghai Composite up 0.6%, Hang Seng up 2.5%, and S&P/ASX 200 down 0.1%.
- Australian Inflation: Consumer prices rose to 3.8% year-on-year in December, driven by housing costs, sparking interest rate hike debates.
- Germany Economic Forecast: Economy Minister Katherina Reiche expected to cut the 2026 growth forecast due to weak exports, with the report due at 1330 GMT.
- LVMH Results: Reported a 13% drop in net profit to EUR10.88 billion and a 4.6% revenue decline to EUR80.81 billion, citing global economic and geopolitical challenges.
- Oil Prices: Brent oil traded higher at USD66.93 per barrel.
- Corporate Calendar: Fresnillo, Hargreaves Services, PayPoint, and Pets At Home Group to release trading statements or results.
- Economic Calendar: Ireland retail sales and interest rate decisions from Canada and the US Federal Reserve.
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