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| UK 100 Leaders | Close (p) | Chg (p) | % Chg | % YTD |
| ITV PLC | 218.7 | 7.5 | 3.6 | 39.7 |
| Marks & Spencer Group PLC | 441 | 11.1 | 2.6 | -2.9 |
| BAE Systems PLC | 456 | 10.9 | 2.5 | 3.1 |
| Kingfisher PLC | 308.6 | 4.9 | 1.6 | -19.3 |
| BG Group PLC | 1217 | 15.5 | 1.3 | 3.3 |
| Meggitt PLC | 477.6 | 6.0 | 1.3 | -10.5 |
| Next PLC | 7185 | 90.0 | 1.3 | 49.3 |
| Reckitt Benckiser Group PLC | 5315 | 65.0 | 1.2 | 18.4 |
| UK 100 Laggards | Close (p) | Chg (p) | % Chg | % YTD |
| Morrison (Wm) Supermarkets PLC | 173.5 | -4.0 | -2.3 | -39.7 |
| Mondi PLC | 1012 | -21.0 | -2.0 | -0.9 |
| Tesco PLC | 225.55 | -4.4 | -1.9 | -38.5 |
| Shire PLC | 4864 | -59.0 | -1.2 | 105.2 |
| GlaxoSmithKline PLC | 1460 | -14.5 | -1.0 | -11.9 |
| TUI Travel PLC | 368.9 | -3.6 | -1.0 | 1.7 |
| Aviva PLC | 516 | -5.0 | -1.0 | 27.6 |
| CRH PLC | 1385 | -12.0 | -0.9 | -3.8 |
| Major World Indices | Mid/Close | Chg | % Chg | % YTD |
| UK UK 100 | 6,825.3 | 5.6 | 0.08 | 1.1 |
| UK | 15,957.0 | 71.4 | 0.45 | 0.1 |
| FR CAC 40 | 4,379.7 | -1.3 | -0.03 | 2.0 |
| DE DAX 30 | 9,479.0 | 8.9 | 0.09 | -0.8 |
| US DJ Industrial Average 30 | 17,098.4 | 18.9 | 0.11 | 3.1 |
| US Nasdaq Composite 100 | 4,580.3 | 22.6 | 0.50 | 9.7 |
| US S&P 500 | 2,003.4 | 6.6 | 0.33 | 8.4 |
| JP Nikkei 225 | 15,692.3 | 215.7 | 1.39 | -3.7 |
| HK Hang Seng Index 48 | 24,730.1 | -22.0 | -0.09 | 6.1 |
| AU S&P/ASX 200 | 5,650.8 | 21.0 | 0.37 | 5.6 |
| Commodities & FX | Mid/Close | Chg | % Chg | % YTD |
| Crude Oil, US Light Sweet ($/barrel) | 95.80 | -0.02 | -0.02 | -2.9 |
| Crude Oil, Brent ($/barrel) | 102.75 | 0.10 | 0.09 | -7.3 |
| Gold ($/oz) | 1284.25 | -3.15 | -0.24 | 6.9 |
| Silver ($/oz) | 19.52 | 0.02 | 0.12 | 0.4 |
| Platinum ($/oz) | 1424.10 | -0.80 | -0.06 | 3.6 |
| GBP/USD – US$ per £ | 1.659 | – | -0.18 | 0.4 |
| EUR/USD – US$ per € | 1.312 | – | -0.06 | -4.5 |
| GBP/EUR – € per £ | 1.264 | – | -0.09 | 4.9 |
Click graph to enlarge
See Live Macro Calendar for full data line-up, incl. consensus expectations
The UK 100 Index is called to open higher by 17pts at 6840pts after a sombre session saw just 5pts added yesterday.
With our American friends enjoying a day off, trading volumes were thin yesterday.
The best performing UK 100 stock was ITV (ITV.L) up 3.55% to close at 218.70p, the highest price since 2001 on talk of a takeover from Virgin Media owner Liberty Global.
BAE Systems (BA..L) added 2.45% after analysts at Bank of America upgraded its rating on the company from 'underperform' to 'buy' citing increased geopolitical tensions worldwide may provide a boost for defence budgets in countries such as the US, Saudi Arabia and Sweden.
WM Morrison (MRW.L) ended the session at the foot of the table, down 2.25%, as the supermarkets once again suffered as a result of Friday's profit warning from Tesco (TSCO.L). Tesco fell by 1.91% while J Sainsbury (SBRY.L) shed 0.28%.
In Asian markets, the Topix index rallied in Tokyo as the yen weakened before Prime Minister Shinzo Abe announces a new cabinet tomorrow while the Nikkei 225 rallied 1.25%.
The ASX 200 added 0.5% as the Reserve Bank of Australia said an overvalued currency is hampering the economy’s transition to domestic growth drivers from mining investment as it extended the longest pause in interest-rate adjustments since 2006.
In commodities, gold retreated for a third day trading at $1280 as tensions continued to ease in Ukraine. West Texas Intermediate crude fell to $95.52 amid speculation that weakening manufacturing from Germany to China will cap global oil demand. Brent was steady in London.
In focus today we have UK construction PMI at 09:30 and Euro Zone PPI at 10:00. Later this afternoon we have US ISM manufacturing data at 15:00 expected to come in at 57 slightly below last month’s reading.
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See Live Macro Calendar for full data line-up, incl. consensus expectations
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