A mid-week rally lifted UK large-caps after US CPI and PPI prints came in cooler than expected, sharpening odds of a Federal Reserve rate cut in September.
Rate-sensitive sectors and global cyclicals outperformed, while UK mid-caps were mixed as investors weighed resilient US demand against a slower domestic outlook.
Gilt yields edged higher alongside global peers, but spreads remained contained, keeping financial conditions supportive.
For portfolio construction, the session reinforced the importance of geographic and sector diversification within UK exposure: multinational FTSE 100 constituents can benefit from global growth and FX dynamics, while the FTSE 250’s domestic tilt leaves it more exposed to UK data flow and consumer confidence.
The move also fed through to sterling, which firmed against both the dollar and euro, marginally tightening financial conditions.
Looking ahead, the sustainability of the rally will hinge on earnings revisions and policy signals from the BoE and Fed, as well as developments in geopolitical risks that have driven episodic sector rotations, particularly in defence and energy.
2025-08-20 18:39:32
The FTSE 100 index reached a new closing high, boosted by hopes of a resolution to the Russia-Ukraine conflict and strong performance from retailers.
2025-08-23 11:52:00
London stocks rose on hopes that a diplomatic solution to the Russia-Ukraine war is on the horizon, boosting investor confidence.
2025-08-22 20:10:00
The FTSE 100 briefly set a fresh intraday high on Friday and looked set for weekly gains, even as defence stocks lagged.
2025-08-20 18:39:32
A buyback announcement sent Bytes shares higher, exemplifying idiosyncratic drivers in a cautious mid-cap tape.
2025-08-20 18:39:32
The fast-fashion giant’s UK sales hit $2.8bn in 2024, highlighting continued pressure on legacy apparel retailers.
2025-08-20 18:39:32
UK's main stock index slips 0.42% post-record close, led by Standard Chartered loss and retail woes.
2025-08-20 18:39:32
London’s blue-chip index set a record close as defence and financial stocks advanced after UK growth surprised on the upside.
2025-08-20 18:39:32
UK stocks hit new highs as investors shake off trade worries; inflation and unemployment rise.
2025-08-20 18:39:32
The FTSE 100 reached a record high, driven by optimism over a US-EU trade deal and strong corporate earnings.
2025-08-20 18:39:32
The Department for Work and Pensions confirms the £150 Warm Home Discount scheme will expand to include Universal Credit claimants from this winter.
2025-10-02 12:31:00
Lender Close Brothers has set aside an additional £33 million to compensate customers for overcharged car loans, marking a fresh blow amid the ongoing investigation into historical mis-selling in the UK car finance market.
2025-10-01 17:36:00
The state pension age is expected to rise again, leaving 1.5 million Britons in 'benefit limbo' who are too young to retire but have lost access to key benefits and tax credits.
2025-10-01 15:11:00
Chinese money launderer Zhimin Qian has been convicted in one of the UK’s largest-ever money laundering cases, bringing an end to a seven-year Met Police investigation into a global scheme to clean illicit cryptoassets by purchasing property.
2025-10-01 14:10:00
A new report has urged the government to accelerate the rise of the state pension age to 68, arguing that the welfare bill is becoming unsustainable and that past governments have 'treated the issue like a hot potato.'
2025-10-01 10:36:00
Asian shares traded in a narrow range as traders prepared for a potential US government shutdown, while Wall Street finished higher, boosted by technology stocks and US interest rate cut expectations.
2025-09-30 19:40:00
Replace bathtubs with groutless showers for easier cleaning, water savings, and timeless design.
2025-09-30 17:58:00
The Jersey Communication Foundation has distributed grants exceeding £23,000 to six local projects, aiming to create a 'level playing field' and tackle social mobility issues in the Teesside community.
2025-09-29 16:55:00
Bullion has hit a series of record highs, putting 2025 on track for gold’s strongest annual performance since 1979, driven by high inflation, interest rate volatility, and escalating geopolitical crises.
2025-09-29 16:45:00
Drivers advised to verify QR codes in car parks to avoid fraudulent payment sites.
2025-09-29 12:38:00
Use lemons, vinegar, and other foods for eco-friendly cleaning, avoiding harsh chemicals.
2025-09-28 19:25:00
US cattle and beef prices have soared to record highs amid tight domestic supply, strong consumer demand, and ranchers’ reluctance to expand herds, with restaurant owners forced to pass on soaring costs to diners.
2025-09-28 19:03:00
Gold is on track for its strongest annual performance since 1979, with bullion hitting a series of record highs driven by high interest rates, inflation, and increasing geopolitical crises.
2025-09-28 18:14:00
Wales’ new Visitor Levy has been signed into law, giving Welsh councils the choice to introduce a tourism tax on overnight stays, with the earliest possible implementation date now set for 2027.
2025-09-28 13:59:00
The Liberal Democrats warn that an estimated 1.3 million people will pay an additional £285 a year in a 'stealth tax' if the chancellor freezes income tax thresholds.
2025-09-23 16:21:00
22% of workers report money worries harming job performance, with 19% taking sick leave due to financial stress, per BSA research.
2025-09-23 13:26:00
BMW sets aside £206.9m for potential car finance mis-selling payouts amid FCA investigation.
2025-09-22 16:47:00
UK housing market sees 2% price drop in Q3 2025, driven by high interest rates and economic uncertainty.
2025-09-22 15:23:00
A three-bedroom house in Nantlle filled with rubbish goes to auction with a £45,000 guide price, requiring full renovation.
2025-09-20 23:40:00
Expert warns of five common central heating errors adding hundreds to UK households' energy bills.
2025-09-20 14:47:00
Cold Weather Payments activated in parts of UK as temperatures drop below zero for seven consecutive days.
2025-09-20 11:36:00