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| UK 100 Leaders | Close (p) | Chg (p) | % Chg | % YTD |
| Shire PLC | 4371 | 633.0 | 16.9 | 115.6 |
| International Consolidated Airlines Group SA | 384.6 | 9.0 | 2.4 | 45.6 |
| Whitbread PLC | 4403 | 103.0 | 2.4 | 49.9 |
| British Sky Broadcasting Group PLC | 891.5 | 20.0 | 2.3 | 15.0 |
| easyJet PLC | 1452 | 27.0 | 1.9 | 16.8 |
| Aggreko PLC | 1632 | 28.0 | 1.8 | 0.4 |
| Randgold Resources Ltd | 4812 | 78.0 | 1.7 | 12.0 |
| Fresnillo PLC | 847 | 12.0 | 1.4 | -11.8 |
| UK 100 Laggards | Close (p) | Chg (p) | % Chg | % YTD |
| CRH PLC | 1622 | -35.0 | -2.1 | 26.7 |
| BG Group PLC | 1239.5 | -20.5 | -1.6 | 4.8 |
| Vodafone Group PLC | 191.85 | -3.0 | -1.5 | -13.4 |
| Sainsbury (J) PLC | 316.8 | -4.5 | -1.4 | -13.2 |
| Marks & Spencer Group PLC | 433.7 | -5.8 | -1.3 | 0.9 |
| RSA Insurance Group PLC | 491.6 | -6.2 | -1.3 | -7.5 |
| BT Group PLC | 387.8 | -4.7 | -1.2 | 27.4 |
| St James’s Place PLC | 746.5 | -9.0 | -1.2 | 39.1 |
| Major World Indices | Mid/Close | Chg | % Chg | % YTD |
| UK UK 100 | 6,825.20 | 17.09 | 0.25 | 1.13 |
| UK | 15,791.40 | 107.52 | 0.69 | -0.90 |
| FR CAC 40 | 4,541.34 | -21.70 | -0.48 | 5.71 |
| DE DAX 30 | 9,987.24 | -16.76 | -0.17 | 4.55 |
| US DJ Industrial Average 30 | 16,947.00 | 25.64 | 0.15 | 2.23 |
| US Nasdaq Composite 100 | 4,368.04 | 8.71 | 0.2 | 4.58 |
| US S&P 500 | 1,962.87 | 3.39 | 0.17 | 6.20 |
| JP Nikkei 225 | 15,359.83 | 10.41 | 0.07 | -5.72 |
| HK Hang Seng Index 48 | 23,206.05 | 11.99 | 0.05 | -0.43 |
| AU S&P/ASX 200 | 5,449.70 | 30.22 | 0.56 | 1.82 |
| Commodities & FX | Mid/Close | Chg | % Chg | % YTD |
| Crude Oil, US Light Sweet ($/barrel) | 107.285 | 0.645 | 0.6 | 8.0446 |
| Crude Oil, Brent ($/barrel) | 115.285 | 0.625 | 0.55 | 3.5118 |
| Gold ($/oz) | 1314.8 | #VALUE! | 0 | 9.1301 |
| Silver ($/oz) | 20.8675 | 0.0025 | 0.01 | 7.4131 |
| Platinum ($/oz) | 1449.45 | -7.45 | -0.51 | 6.0258 |
| GBP/USD – US$ per £ | 1.7039 | – | 0.15 | 2.7976 |
| EUR/USD – US$ per € | 1.3608 | – | 0.05 | -1.0549 |
| GBP/EUR – € per £ | 1.2521 | – | 0.1 | 3.7492 |
Click graph to enlarge
See Live Macro Calendar for full data line-up, incl. consensus expectations
UK Index called to open +8pts at 6835 as overnight Chinese PMI came in better than expected at 50.8, a seven-month high.
US markets continued the rally to finish the week higher, with the S&P 500 closing at another record high of 1,962pts a six day winning streak. The Dow is now within touching distance of 17,000pts, having hit record highs in the pre-market this morning of 16,995pts.
With China’s HSBC PMI coming in stronger than expected, Asian stocks continued to extend a six-week gain. Both the Nikkei and ASX leading regional markets higher, with the Hang Seng bucking the trend declining as much as 0.9%. With geopolitical tensions remaining high in Ukraine some traders continued to sit on the side.
In focus today we have a raft of macro-data from Europe, starting with French PMI at 8:00am followed by German PMI at 8:30am and Eurozone readings at 9:00am. On the equity front keep an eye on how miners react following PMI data.
Commodities: Brent Crude near $115 holding near 9 month highs as fighting in Iraq intensified. Gold: The escalating violence in Iraq and geopolitical tensions also kept safe-haven gold well bid. Spot gold was little changed at $1,313.10 an ounce, not too far from a two-month high of $1,321.90 hit on Friday.
FX: AUD jumped towards 2014 highs on Monday and reached a session high after a report showed China's factory sector expanded in June for the first time in six months. $0.9431 vs USD.
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