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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Fresnillo PLC | 3,734.0 | 6.5% |
| Endeavour Mining PLC | 4,056.0 | 4.2% |
| Glencore PLC | 468.5 | 3.5% |
| Diageo PLC | 1,674.5 | 2.7% |
| Centrica PLC | 181.5 | 2.7% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| British Land Company PLC | 397.0 | -3.8% |
| International Consolidated Airlines Group S.A. | 411.0 | -3.1% |
| Severn Trent PLC | 2,821.0 | -3.0% |
| Ashtead Group PLC | 5,432.0 | -2.9% |
| Marks And Spencer Group PLC | 344.1 | -2.5% |
| Major World Indices | Price | % Chg | 1 Year, not sorted |
| UK 100 INDEX | 10,141 | 0.2% | 23.3% |
| DOW JONES INDUS. AVG | 49,590 | 0.2% | 17.2% |
| DAX INDEX | 25,405 | 0.6% | 26.2% |
| NIKKEI 225 | 53,549 | 3.1% | 36.6% |
| S&P/ASX 200 INDEX | 8,809 | 0.6% | 7.5% |
| Commodity | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 59.94 | 0.74% |
| Brent Crude (ICE) | USD/bbl. | 64.32 | 0.74% |
| Gold Spot | USD/t oz. | 4,581 | 0.4% |
| Copper (Comex) | USd/lb. | 600 | 0.6% |
Click graph to enlarge
The UK 100 is called to open -3 points at 10,137. The UK 100 looks set to open broadly flat this morning after another record close yesterday.
U.S. equities closed at fresh record highs on Monday, supported by technology and consumer staples as investors looked past rising political tension around the Federal Reserve. The Dow and S&P 500 both finished at record closes, while the Nasdaq outperformed. Walmart rose sharply and supported both the S&P 500 and Nasdaq following its recent move to list on the Nasdaq and ahead of its inclusion in the Nasdaq-100 later this month. Technology stocks continued to attract inflows, reinforcing the risk-on tone. Financial stocks underperformed after proposals to cap credit card interest rates at 10% raised concerns about bank and consumer finance profitability and credit availability. Major lenders and consumer finance firms declined and were the main drag on the market. While markets did not react aggressively to the announcement of a criminal investigation into Fed Chair Jerome Powell, the issue remains a source of underlying uncertainty and a growing macro consideration.
The record run for global stock markets continued in Asia this morning after Japan’s Nikkei 225 jumped by more than 3% to an all-time high at 53,550.Technology stocks including SoftBank surged as traders got their first chance to respond to election speculation and Friday’s strong Wall Street handover.
Oil prices moved higher on concerns about potential supply disruptions linked to geopolitical developments, while copper eased on profit-taking and shifting expectations for interest rate cuts.
Gold pulled back slightly after reaching a record high above $4,600 an ounce, but remains elevated amid ongoing geopolitical and policy uncertainty.
Persimmon today said underlying profits for 2025 will be towards the upper end of City hopes after the builder posted a 12% rise in total completions to 11,905. The group’s private average selling price was up 5% on the prior year at about £301,000, with the use of incentives stable in the region of 4-5%. It said it started 2026 with a robust order book: “While we are not expecting any material improvement in market conditions this year, early indications from our Boxing Day marketing campaign are encouraging.” Underlying build cost inflation is set to be similar to 2025’s level although the company is conscious of additional regulatory costs as landfill tax charges are set to double from April. It added: “We welcome government changes to the planning system, although these will take time to fully take effect. Assuming trading conditions remain stable, we are on track to achieve current market expectations for 2026.”
Whitbread today said changes in business rates included in the recent UK Budget are set to cost it about £35 million in the next financial year. This is lower than its preliminary estimate of between £40 million and £50 million. It said: “We continue to believe the proposed changes to business rates are damaging for the overall sector and will impact future investment and job creation and we, along with the wider hospitality industry, continue to press the UK Government for changes.” The estimate came in a third quarter trading update, which showed total sales rose 2% to £781 million in the 13 weeks to 27 November. Whitbread said its UK division’s positive performance on revenue per available room continued in the six weeks to 8 January, with a rise of 4%.
UK
Grafton Group (GFTU)
Hunting (HTG)
PageGroup (PAGE)
Persimmon (PSN) – Trading Update
US
Delta Air Lines Inc (NYSE:DAL) PMO
JPMorgan Chase & Co (NYSE:JPM) PMO
UK
None
US
JPMorgan Chase & Co (NYSE:JPM) PMO
Citigroup Inc (NYSE:C) PMO
Wells Fargo & Co (NYSE:WFC) PMO
UK BRC Like-For-Like Retail Sales
UK Average Earnings Excluding Bonus
UK Claimant Count Change
UK Employment Change
UK ILO Unemployment Rate
US Consumer Price Index
US Fed’s Musalem speech
US New Home Sales Change
US Monthly Budget Statement
UK 100 companies going ex-dividend on 15th January 2026:
Diploma
Compass
UK 100 companies going ex-dividend on 16th January 2026:
Next
UK 250 companies going ex-dividend on 15th January 2026:
Grainger
Foresight Group Holdings
Future
AJ Bell
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