Getting latest data loading
Home / Morning Report / Morning Report – 8th October 2025

This report is not a personal recommendation and does not take into account your personal circumstances or appetite for risk.

Morning Report - 8 October 2025

Yesterday’s UK 100 Leaders Price (p) % Chg
Rentokil Initial PLC 409.9 3.9%
Imperial Brands PLC 3,105.0 3.4%
Burberry Group PLC 1,238.5 3.0%
Beazley PLC 925.5 2.8%
British American Tobacco PLC 3,854.0 1.8%
Yesterday’s UK 100 Laggards Price (p) % Chg
Entain PLC 812.0 -6.5%
Mondi PLC 837.2 -4.8%
JD Sports Fashion PLC 102.0 -2.4%
Spirax Group PLC 7,120.0 -2.3%
Babcock International Group PLC 1,253.0 -2.2%
Major World Indices Price % Chg 1 Year, not sorted
UK 100 INDEX 9,484 0.1% 15.8%
DOW JONES INDUS. AVG 46,603 0.2% 10.8%
DAX INDEX 24,386 0.0% 27.9%
NIKKEI 225 47,810 0.3% 23.2%
S&P/ASX 200 INDEX 8,948 0.1% 9.4%

 

Commodities Units Price % Chg
WTI Crude Oil (Nymex) USD/bbl. 62.28 0.89%
Brent Crude (ICE) USD/bbl. 65.97 0.79%
Gold Spot USD/t oz. 4,029 1.1%
Copper (Comex) USd/lb. 510 0.1%

 

The UK 100 is called to open +18 Points this morning at 9,501

4 Hours; 3 Months

Click graph to enlarge

Markets Overview:

The UK 100 is called to open +18 Points this morning at 9,501.  Stocks in London are set to open higher on Wednesday, ahead of expected comments from European Central Bank, Bank of England and Federal Reserve officials.  Sterling was quoted at $1.3390 early Wednesday, lower than $1.3440 at the London equities close on Tuesday.

Stateside yesterday saw the S&P struggle, bogged down by a drop in Oracle shares amid investors’ worries about the profitability of the artificial intelligence rollout. Wall Street also looked for more developments out of Washington with the U.S. government shutdown in its second week.  The broad market index pulled back 0.38% to close at 6,714.59, snapping a 7-day winning streak, while the Nasdaq fell 0.67% to finish at 22,788.36. The Dow Jones fell 91.99 points, or 0.2%, to end at 46,602.98.

In Asia on Wednesday, the Nikkei 225 index in Tokyo was down 0.4%. In China, the Shanghai Composite was up 0.5%, while the Hang Seng index in Hong Kong was down 0.9%. The S&P/ASX 200 in Sydney closed down 0.1%.

Gold was quoted at 44,035.83 an ounce early Wednesday, higher than$3,985.98 on Tuesday.

Company News & Broker Comments:

 

Company News:

Lloyds Banking Group shares will be in the spotlight after the Financial Conduct Authority estimated its motor finance redress scheme could cost lenders £8.2 billion in compensation.  The total bill, including the cost of running the scheme, is likely to amount to £11 billion. Lloyds shares start today’s session at 83.3p, up 52% this year.  Lloyds said this morning: “The group is currently assessing the implications and impact of this consultation in the context of its current provision for this issue and will update the market as and when appropriate.”

 

UK Banks – The spotlight falls back on the banking sector this morning after the Financial Conduct Authority said it expects lenders to make 14 million payouts to individuals affected by unfair motor finance agreements, totalling around £11bn in compensation.  The watchdog estimates people would receive around £700 per agreement, on average.  It has also been calculated that around 85 per cent of eligible consumers would participate in the scheme, which would result in an estimated redress of £8.2bn (including interest).  However, if there is a 100 per cent take-up – which the regulator said is unlikely – firms would owe up to £9.7bn in redress

 

Reporting Today:

 

UK

None

US

None

Reporting Tomorrow:

UK

Volution Group (FAN)

US

Delta Air Lines (DAL)  PMO

PepsiCo (PEP)  PMO

In Focus Today:

German Industrial Production

ECB’s Panetta speech

ECB’s Elderson speech

Fed’s Barr speech

BoE’s Pill speech

ECB’s President Lagarde speech

FOMC Minutes

Fed’s Kashkari speech

Fed’s Barr speech

Tomorrow’s Ex-Dividends:

 

UK 100 companies going ex-dividend on 9th October 2025:

WPP

Barratt Redrow

Kingfisher

Tesco

 

UK 250 companies going ex-dividend on 9th October 2025:

Taylor Wimpey

Primary Health Properties

Barr (A.G)

 

For any help you may require placing trades or in terms of market information, put a call in to our trading floor – it’s all part of the service.


Back to Top

This research is produced by Accendo Markets Limited. Research produced and disseminated by Accendo Markets is classified as non-independent research, and is therefore a marketing communication. This investment research has not been prepared in accordance with legal requirements designed to promote its independence and it is not subject to the prohibition on dealing ahead of the dissemination of investment research. This research does not constitute a personal recommendation or offer to enter into a transaction or an investment, and is produced and distributed for information purposes only.


Accendo Markets considers opinions and information contained within the research to be valid when published, and gives no warranty as to the investments referred to in this material. The income from the investments referred to may go down as well as up, and investors may realise losses on investments. The past performance of a particular investment is not necessarily a guide to its future performance.

Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage.
Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 69% of retail investor accounts lose money when spread betting and/or trading CFDs with this provider. You should consider whether you understand how spread bets and CFDs work and whether you can afford to take the high risk of losing your money.
.