This report is not a personal recommendation and does not take into account your personal circumstances or appetite for risk.
| UK 100 Leaders | Close (p) | Chg (p) | % Chg | % YTD |
| British Sky Broadcasting Group PLC | 904.5 | 30.0 | 3.4 | 7.2 |
| Reckitt Benckiser Group PLC | 5205 | 135.0 | 2.7 | 8.6 |
| Fresnillo PLC | 940 | 19.5 | 2.1 | 26.1 |
| Pearson PLC | 1153 | 21.0 | 1.9 | -14.0 |
| HSBC Holdings PLC | 630.9 | 9.2 | 1.5 | -4.8 |
| Aggreko PLC | 1757 | 20.0 | 1.2 | 2.8 |
| BG Group PLC | 1212 | 13.0 | 1.1 | -6.6 |
| Randgold Resources Ltd | 5170 | 55.0 | 1.1 | 36.4 |
| UK 100 Laggards | Close (p) | Chg (p) | % Chg | % YTD |
| Aberdeen Asset Management PLC | 435 | -24.4 | -5.3 | -13.0 |
| Royal Bank of Scotland Group (The) PLC | 352 | -12.2 | -3.4 | 4.1 |
| Kingfisher PLC | 295.8 | -8.8 | -2.9 | -23.1 |
| Royal Mail Group PLC | 430 | -11.1 | -2.5 | -24.6 |
| Smith & Nephew PLC | 1033 | -24.0 | -2.3 | 20.0 |
| Hargreaves Lansdown PLC | 1047 | -21.0 | -2.0 | -22.7 |
| ARM Holdings PLC | 846 | -16.0 | -1.9 | -23.0 |
| Meggitt PLC | 517.5 | -8.5 | -1.6 | -1.9 |
| Major World Indices | Mid/Close | Chg | % Chg | % YTD |
| UK UK 100 | 6,788.1 | -3.5 | -0.05 | 0.6 |
| UK | 15,616.5 | -75.3 | -0.48 | -2.0 |
| FR CAC 40 | 4,344.8 | 14.2 | 0.33 | 1.1 |
| DE DAX 30 | 9,598.2 | -45.8 | -0.48 | 0.5 |
| US DJ Industrial Average 30 | 16,960.6 | -123.2 | -0.72 | 2.3 |
| US Nasdaq Composite 100 | 4,444.9 | -4.7 | -0.10 | 6.4 |
| US S&P 500 | 1,978.9 | 0.6 | 0.03 | 7.1 |
| JP Nikkei 225 | 15,620.5 | 91.1 | 0.59 | -4.1 |
| HK Hang Seng Index 48 | 24,553.0 | 124.4 | 0.51 | 5.3 |
| AU S&P/ASX 200 | 5,591.6 | 14.2 | 0.25 | 4.5 |
| Commodities & FX | Mid/Close | Chg | % Chg | % YTD |
| Crude Oil, US Light Sweet ($/barrel) | 101.38 | -0.06 | -0.05 | 2.8 |
| Crude Oil, Brent ($/barrel) | 107.46 | 0.10 | 0.09 | -3.1 |
| Gold ($/oz) | 1304.90 | 0.80 | 0.06 | 8.2 |
| Silver ($/oz) | 20.64 | 0.01 | 0.04 | 6.2 |
| Platinum ($/oz) | 1491.00 | 7.90 | 0.53 | 8.5 |
| GBP/USD – US$ per £ | 1.697 | – | -0.08 | 2.6 |
| EUR/USD – US$ per € | 1.343 | – | -0.04 | -2.2 |
| GBP/EUR – € per £ | 1.264 | – | -0.03 | 4.8 |
Click graph to enlarge
See Live Macro Calendar for full data line-up, incl. consensus expectations
UK 100 called to open up 10pts at 6800, after a flat session yesterday saw the UK Index give up just 3pts.
Traders chose to move in (and out) of stocks that had experienced larger-than-normal share price moves in the previous session.
The best performing UK 100 stock on the day was BSkyB (BSY.L), shares were up 3.43% at the close of business. Shares in BSkyB had fallen the most on Monday - traders attracted by the discount.
The second worst performing stock was Royal Bank of Scotland (RBS.L), shares had closed up 10.77% on Friday but come Monday morning traders had decided to cash out and book profits, causing the stock to fall 3.35%.
Aberdeen Asset Management (ADN.L) claimed the wooden spoon for Monday's trading session, shares declined 5.31% after the company's latest trading update showed clients pulled another £8.8bn funds out of the business in Q2.
Banking stocks are likely to be in focus today. Six out of seven U.S. banks beat analyst's earnings forecasts in recent weeks, Royal Bank of Scotland (RBS.L) shares jumped 10% on Monday having informed the market of a doubling in first half profits and tomorrow Barclays (BARC.L) is set to deliver its first half trading update, followed by Lloyds Banking Group (LLOY.L) on Thursday.
You may witness abnormal share price moves in banking stocks over the forthcoming days as traders adjust their positions before, and after, the publication of trading statements.
Companies reporting tomorrow include - Barclays (BARC.L), British American Tobacco (BATS.L), ITV (ITV.L), Tullow Oil (TLW.L), Travis Perkins (TPK.L) and Taylor Wimpey (TW..L).
Flat sessions were witnessed in U.S. markets as the Dow Jones closed 22pts higher at 16,982 and the S&P 500 closed unchanged at 1,978 - both indices sitting just below record highs.
U.S. indices could become more volatile as the week advances with the release of economic data. The highlight being Non-farm payroll figures due on Friday.
Taking the lead from Europe and the U.S. - Asian markets registered shallow profits or losses across the board. Shanghai Composite, ASX 200 and Hang Seng up as much as 0.3% will the Sensex 30 shed just 0.45 %.
In focus today we have UK consumer credit data released at 9:30am followed by US Consumer Confidence at 15:00pm
In commodities, gold continues to tread water at the $1300 level settling at $1306 ahead of the Fed meeting which begins today and escalating tensions in Ukraine and Gaza. WTI slid again amid concerns on demand from the US, falling to $101.30 a barrel. Brent followed suit trading at $107.46, having fallen 4.4% in July. The dollar fell the most in two weeks against the euro on speculation that the US economy failed to rebound as much as investors forecast in the second quarter.
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See Live Macro Calendar for full data line-up, incl. consensus expectations
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