Market News Feed
AI Daily 5 entries
LONDON MARKET CLOSE: FTSE 100 climbs, US jobs data beats expectations
- Stock Market Performance:
- London stocks closed mixed: FTSE 100 up 1.1% at 10,472.11, FTSE 250 down 0.2% at 23,416.54, AIM all-share down 0.1% at 815.29.
- New York stocks mostly lower: Dow Jones down 0.1%, S&P 500 up 0.2%, Nasdaq down 0.1%.
- European equities: CAC 40 down 0.2%, DAX 40 down 0.4% (BMW recall and Lufthansa strikes impacted).
- Economic Data:
- US labor market added 130,000 jobs in January, nearly double expectations (FXStreet consensus: 70,000).
- US Treasury yields widened: 10-year at 4.17%, 30-year at 4.81%.
- Global News:
- WTO Director-General Ngozi Okonjo-Iweala emphasized the need for multilateral organizations to reform for relevance.
- WTO ministerial meeting in Cameroon next month to focus on reforms.
- Currency and Commodities:
- Pound at USD1.3640, Euro at USD1.1861, Dollar lower against Yen at JPY153.47.
- Gold up at USD5,055.15/ounce, Brent oil down at USD69.82/barrel.
- Corporate Highlights:
- BP up 3.9% after securing Libyan oil exploration licenses.
- Renishaw (FTSE 250) up 5.0% on strong revenue and profit growth.
- Gattaca (AIM) up 3.3% with net fee income rising 12% year-on-year.
- Top FTSE 100 risers: Antofagasta, Persimmon, London Stock Exchange, BP, AstraZeneca.
- Top FTSE 100 fallers: St James's Place, Relx, Entain, Sage Group, Babcock.
- Upcoming Events:
- Thursday: UK GDP, trade balance, industrial production; US jobless claims, existing home sales.
- Corporate releases: Unilever, Relx, Schroders, British American Tobacco full-year results.
LONDON MARKET MIDDAY: FTSE 100 climbs ahead of US nonfarm payrolls
- Date and Time: 11th Feb 2026, 12:21
- London Stock Market:
- FTSE 100 up 0.7% at 10,429.98.
- FTSE 250 down 0.6% at 23,327.88.
- AIM all-share up 0.2% at 817.65.
- Mixed performance among blue chips: Barratt Redrow down 5.5%, St James's Place down 12%, Severn Trent up 1.4%, Smurfit WestRock up 2.1%.
- Currency Movements:
- Pound higher at USD1.3693.
- Euro up at USD1.1910.
- Dollar down against yen at JPY153.47.
- Company Updates:
- Severn Trent expects 2026 to be its highest-ever year of capital investment, with capex at the top end of GBP1.7-1.9 billion.
- Smurfit WestRock reported a sharp rise in annual earnings, with net sales up to USD31.18 billion and net profit doubling to USD699 million.
- Picton Property rose 5.3% on interest from LondonMetric Property in its formal sale process.
- IG Design Group surged 31% after upgrading revenue guidance to USD280-285 million.
- MJ Gleeson fell 9.4% despite higher revenue, as pretax profit declined due to build-cost inflation.
- US Markets:
- Dow Jones, S&P 500, and Nasdaq called higher, with modest gains expected.
- Focus on US nonfarm payrolls data, expected to show a 70,000 increase in jobs and unchanged unemployment rate of 4.4%.
- European Equities:
- DAX 40 and CAC 40 down 0.1%, with Dassault Systemes slumping 20% on lower revenue.
- Commodities:
- Brent oil up at USD70.10 per barrel.
- Gold up at USD5,111.40 per ounce.
- Upcoming Economic Data: US nonfarm payrolls and monthly budget statement.
LONDON BROKER RATINGS: Citigroup lifts easyJet; Barclays ups Fevertree
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- 11th Feb 2026 09:18
- The following London-listed shares received analyst recommendations Wednesday morning and on Tuesday:
- FTSE 100
- Barclays raises Coca-Cola HBC price target to 5,000 (4,900) pence - 'overweight'
- Jefferies raises Coca-Cola HBC price target to 5,000 (4,600) pence - 'buy'
- Bernstein raises Coca-Cola HBC price target to 5,000 (4,550) pence - 'outperform'
- Deutsche Bank Research raises Coca-Cola HBC price target to 4,840 (4,700) pence - 'buy'
- Citigroup raises Coca-Cola HBC price target to 4,500 (4,000) pence - 'neutral'
- Citigroup raises easyJet to 'buy' (neutral) - price target 600 (490) Pence
- Citigroup raises Barclays price target to 495 (475) pence - 'neutral'
- JPMorgan cuts Mondi price target to 910 (970) pence - 'neutral'
- JPMorgan raises Glencore price target to 510 (490) pence - 'neutral'
- JPMorgan raises Antofagasta price target to 4,400 (4,000) pence - 'overweight'
- JPMorgan raises Anglo American price target to 3,780 (3,220) pence - 'neutral'
- JPMorgan raises Rio Tinto price target to 8,010 (7,500) pence - 'overweight'
- Dz Bank raises fair value for BP to 526 (510) pence - 'buy'
- Goldman raises BP price target to 490 (470) pence - 'buy'
- JPMorgan cuts BP price target to 470 (480) pence - 'neutral'
- DZ Bank raises fair value for Vodafone to 130 (120) pence - 'buy'
- FTSE 250
- Citigroup cuts Drax to 'neutral' (buy) - price target 923 (850) Pence
- Deutsche Bank Research raises RS price target to 800 (760) pence - 'buy'
- JPMorgan raises Dunelm to 'overweight' (neutral) - price target 1,225 (1,240) Pence
- JPMorgan raises Senior PLC price target to 255 (215) pence - 'neutral'
- SMALL CAP
- Barclays raises Fevertree Drinks to 'overweight' (equalweight) - price target 1,270 Pence
- JPMorgan raises BHP price target to 2,600 (2,400) pence - 'neutral'
- Related Shares:
LONDON MARKET OPEN: FTSE 100 lifted by miners, Barratt Redrow slides
- FTSE 100 Performance: Opened higher by 0.2% at 10,375.02, nearing record levels, supported by gains in mining and oil sectors.
- FTSE 250 and AIM: FTSE 250 down 0.8% at 23,285.94, while AIM all-share up 0.1% at 816.51.
- European Markets: CAC 40 and DAX 40 both down 0.4%.
- Currency Movements: Sterling up at USD1.3689, Euro at USD1.1914, and Dollar down against Yen at JPY153.17.
- Commodity Prices: Brent oil up to USD69.67/barrel; Gold up to USD5,052.90/ounce.
- Top FTSE 100 Gainers: Miners (Antofagasta, Anglo American, Rio Tinto, Fresnillo) and oil majors (BP, Shell) led gains.
- FTSE 100 Losers: St James's Place down 7.4%; Barratt Redrow down 6.6% despite resilient H1 performance, with dividend cut.
- Barratt Redrow Highlights: Statutory pretax profit up to GBP156.2 million; revenue up 11% to GBP2.63 billion; interim dividend cut to 5.0p.
- FTSE 250 Top Performer: Pan African Resources up 3.9% on strong interim earnings guidance, driven by higher gold prices and production.
- Other Notable Movers: Renishaw up 2.8% on revenue growth; PZ Cussons up 9.3% on higher prices and strong Christmas sales; IG Design surged 34% on positive margin outlook.
- Global Markets: Shanghai Composite up 0.1%; Hang Seng up 0.3%; S&P/ASX 200 up 1.7%; Tokyo Stock Exchange closed for National Foundation Day.
- US Markets: Dow Jones up 0.1%; S&P 500 down 0.3%; Nasdaq down 0.6%; US Treasury yields unchanged.
- Heathrow Airport: May lose title as Europe's busiest airport due to capacity constraints; third runway project deemed critical.
- Upcoming Economic Data: US nonfarm payrolls and monthly budget statement expected later on Wednesday.
LONDON MARKET EARLY CALL: FTSE 100 seen up as dollar weakens
- London Stocks: Set to open higher on Wednesday, with FTSE 100 futures up 0.2% at 10,376.84, following mixed Wall Street trading and softer US economic data.
- Currencies: Sterling at USD1.3668 and euro at USD1.1916, both higher than Tuesday’s close. Dollar quoted at JPY153.06 against the yen.
- US Markets: Wall Street ended mixed on Tuesday: Dow up 0.1%, S&P 500 down 0.3%, Nasdaq down 0.6%.
- US Economic Data:
- Retail sales flat in December (vs. expected 0.4% growth).
- Import prices up 0.1% (below expected 0.2%); export prices up 0.3% (above expected 0.1%).
- Employment cost index rose 0.7% in Q4 2025 (below expected 0.8%).
- ADP report: US private employers added 6,500 jobs/week (up from 5,000 previously).
- Alphabet Bonds: Google parent to issue 100-year bonds to raise ~USD20 billion for AI infrastructure, with USD100 billion in orders.
- US Politics: Commerce Secretary Howard Lutnick denied regular interaction with Jeffrey Epstein, facing calls for resignation.
- China Markets: Shanghai Composite up 0.2%, Hang Seng up 0.3%, as consumer price growth slowed to 0.2% YoY in January.
- Australia Markets: S&P/ASX 200 up 1.7%, led by Commonwealth Bank of Australia’s 6.8% rise after strong H1 profits and dividend increase.
- Commodities: Gold at USD5,058.40/ounce, Brent oil at USD69.18/barrel, both higher than Tuesday.
- Corporate Calendar: Half-year results from Barratt Redrow, MJ Gleeson, PZ Cussons, Renishaw; full-year results from Smurfit Westrock; trading statement from Severn Trent.
- Economic Calendar: Focus on US unemployment rate (nonfarm payrolls) and monthly budget statement.
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