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| UK 100 Leaders | Close (p) | Chg (p) | % Chg | % YTD |
| Standard Chartered PLC | 1222 | 29.0 | 2.4 | -13.3 |
| Ashtead Group PLC | 914.5 | 20.0 | 2.2 | 38.9 |
| Associated British Foods PLC | 3097 | 65.0 | 2.1 | 81.6 |
| BG Group PLC | 1272.5 | 25.5 | 2.0 | 7.6 |
| Antofagasta PLC | 781.5 | 12.0 | 1.6 | -5.2 |
| Marks & Spencer Group PLC | 432 | 5.0 | 1.2 | 0.5 |
| Rio Tinto PLC | 3239.5 | 37.0 | 1.2 | 21.1 |
| AstraZeneca PLC | 4418.5 | 49.0 | 1.1 | 42.1 |
| UK 100 Laggards | Close (p) | Chg (p) | % Chg | % YTD |
| Royal Mail Group PLC | 479.1 | -12.1 | -2.5 | 0.0 |
| International Consolidated Airlines Group SA | 364.4 | -8.6 | -2.3 | 37.9 |
| Pearson PLC | 1134 | -26.0 | -2.2 | -2.4 |
| Rolls-Royce Group PLC | 1048 | -22.0 | -2.1 | -9.2 |
| BAE Systems PLC | 424.7 | -7.8 | -1.8 | 8.5 |
| easyJet PLC | 1325 | -24.0 | -1.8 | 6.6 |
| British Sky Broadcasting Group PLC | 896 | -13.0 | -1.4 | 15.6 |
| Smiths Group PLC | 1282 | -17.0 | -1.3 | 0.6 |
| Major World Indices | Mid/Close | Chg | % Chg | % YTD |
| UK UK 100 | 6,816.37 | 13.45 | 0.2 | 1.00 |
| UK | 15,897.00 | 56.23 | 0.35 | -0.24 |
| FR CAC 40 | 4,444.72 | -16.40 | -0.37 | 3.46 |
| DE DAX 30 | 9,911.27 | 8.86 | 0.09 | 3.76 |
| US DJ Industrial Average 30 | 16,976.20 | 20.13 | 0.12 | 2.41 |
| US Nasdaq Composite 100 | 4,457.73 | -0.92 | -0.02 | 6.73 |
| US S&P 500 | 1,974.62 | 1.30 | 0.07 | 6.83 |
| JP Nikkei 225 | 15,429.60 | 81.31 | 0.53 | -5.29 |
| HK Hang Seng Index 48 | 23,570.95 | 39.51 | 0.17 | 1.13 |
| AU S&P/ASX 200 | 5,530.60 | 39.36 | 0.72 | 3.33 |
| Commodities & FX | Mid/Close | Chg | % Chg | % YTD |
| Crude Oil, US Light Sweet ($/barrel) | 104.115 | 0.045 | 0.04 | 5.4407 |
| Crude Oil, Brent ($/barrel) | 111.04 | -0.59 | -0.53 | 0.7764 |
| Gold ($/oz) | 1325.2 | -1.3 | -0.1 | 10.1013 |
| Silver ($/oz) | 21.1475 | -0.0375 | -0.18 | 9.0605 |
| Platinum ($/oz) | 1507.8 | 2.5 | 0.17 | 9.73 |
| GBP/USD – US$ per £ | 1.7156 | – | -0.03 | 3.6918 |
| EUR/USD – US$ per € | 1.365 | – | -0.03 | -0.6693 |
| GBP/EUR – € per £ | 1.2569 | – | 0 | 4.2551 |
Click graph to enlarge
See Live Macro Calendar for full data line-up, incl. consensus expectations
UK 100 called to open flat at 6863, after another strong session yesterday, amassing 49pts as U.S. markets hit record highs again.
European trading was boosted by U.S. Non-Farm Payroll data coming in well ahead of expectations. The German DAX bagged 118pts to close at 10,029 - just 20pts away from another record high. The UK 100 , now less than 100pts away from a record high, closed at its highest level in three weeks.
The U.S. added 288,000 jobs in June blowing away expectations for an addition of 215,000, posting a fifth straight month of job growth. The number of Americans without work dropped from 9.8 million (6.3% of the population) in May to 9.5 million (6.1%) in June.
CUE THE GLOBAL EQUITY MARKET RALLY!
85 of the UK 100 constituents advanced. Sports Direct (SPD.L) took top spot, shares rose 5.63% after shareholders agreed Mike Ashley's bonus scheme.
Antofagasta (ANTO.L) up 5%, Anglo American (AAL.L) up 2.69% and BHP Billiton (BLT.L) up 2.09% ensured the commodity rally continued, bringing gains for the week to near 10%.
Persimmon (PSN.L) and Barratt Developments (BDEV.L) notched another day of gains, shares up 2% and 1.34% respectively, 'building' on Persimmon's upbeat trading statement at the beginning of the week. Forward looking, peer Taylor Wimpey (TW..L) is set to deliver its latest trading statement on Monday - can it too boast decent numbers? Also reporting next week, Bellway (BWY.L), Bovis (BVS.L) and Barratt Developments (BDEV.L).
The UK Index laggards included BP (BP..L) and Royal Dutch Shell (RDSA/B.L) down 1% as the price of oil declined. Defensive stocks such as National Grid (NG..L) and Smith & Nephew (SN..L) shed up to 0.5% as traders moved cash from steady to more volatile sectors.
The Dow Jones broke through the 17,000 mark for the first time ever, 17,077pts the recorded peak. The S&P 500 closed at a new record level of 1,985pts as the world's largest economy convinced traders of its health, publishing strong employment data.
U.S. markets are closed today - Happy 4th July to our American friends!
There was only one way Asian equities could head with gains marked in Hong Kong, Japan and Australia. The MSCI Asia Pacific Index posted its longest run of weekly gains since 2012.
In focus today following weaker than expected German Factory Orders already we have German Construction PMI released at 8:30am and German Retail figures at 9:10am. Please note US equity markets are closed today due to Independence Day.
In commodities, gold fell as low as $1309, the most in five weeks following better than expected non-farms, before recovering back to $1319 as it remained within its tight range. Silver was unchanged at $21.15 heading for a fifth weekly advance, it’s longest run since April 2011. Both WTI trading at $103.9 and Brent trading at $111 were on course for a second weekly drop as exports resumed in Libya and continued speculation that supplies would not be disrupted by violence in Iraq.
In FX the dollar strengthened the most in a month as speculation mounted after the jobs data that the Fed may bring forward the timing of interest rate increases. USD/Yen hit 102.2, highest levels since June 18th. Meanwhile the Aussie dollar continued to head south and was down by 1% at 93.47 US cents.
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See Live Macro calendar for full details
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