This report is not a personal recommendation and does not take into account your personal circumstances or appetite for risk.
| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Rightmove | 451.8 | 5.1% |
| London Stock Exchange Group | 8,740.0 | 4.4% |
| Fresnillo | 4,242.0 | 3.6% |
| Diageo | 1,642.0 | 3.4% |
| Airtel Africa | 351.4 | 3.1% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Melrose Industries | 565.8 | -11.6% |
| International Consolidated Airlines Group | 423.7 | -7.4% |
| Hikma Pharmaceuticals | 1,314.0 | -4.3% |
| Barclays | 452.8 | -4.2% |
| WPP | 275.0 | -3.1% |
| Major World Indices | Price | % Chg | 1 Year |
| UK 100 INDEX | 10,911 | 0.6% | 23.9% |
| DOW JONES INDUS. AVG | 48,978 | 1.1% | 11.7% |
| DAX INDEX | 25,284 | 0.0% | 12.1% |
| NIKKEI 225 | 58,057 | 1.4% | 56.3% |
| S&P/ASX 200 INDEX | 9,201 | 0.0% | 12.6% |
| Commodity | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 73.05 | 9.00% |
| Brent Crude (ICE) | USD/bbl. | 79.76 | 9.46% |
| Gold Spot | USD/t oz. | 5,414 | 2.6% |
| Copper (Comex) | USd/lb. | 607 | 0.2% |
Click graph to enlarge
The UK 100 is called to open -65 points at 10,845. The UK 100 is called to open around 60 points lower as the weekends events have set a more dower note for the start of the week for the UK’s blue-chip index
U.S. equities ended February on a defensive note as AI uncertainty, tariff risk and geopolitical tensions drove tech and financials lower. A hotter-than-expected PPI print further reduced confidence in near-term Fed easing. Financials fell ~2% on contagion concerns tied to the collapse of UK mortgage lender Market Financial Solutions. Tech remained under pressure as AI positioning continued to unwind, with the PHLX Semiconductor Index snapping a 10-week winning streak. Defensives outperformed, led by Health Care (+1.8%) and Energy (+1.7%).
U.S. futures are currently softer. Focus on ISM manufacturing (headline, prices, employment) and Atlanta Fed GDP now will provide some domestic data. Macro lens remains on oil/inflation pass-through and any developments around Strait of Hormuz shipping and diplomatic channels.
Asia opened risk-off after weekend escalation in Iran. Regional equities were down broadly: Hang Seng -2.4%, Nikkei -1.6%, Topix -1.6%; CSI 300 -0.6%, Shanghai Composite -0.5%; ASX 200 -0.5%; Singapore Straits Times -1.8%; India Nifty futures -0.8%.
BP/Shell – Oil prices rose by as much as 13% in Asian trading earlier today, with Brent crude above $80 a barrel at one point. The surge comes amid disruption to tanker movements in the Strait of Hormuz, through which about 20% of global oil supplies and about 20% of LNG passes. OPEC+ oil producers agreed on Sunday to raise output by 206,000 barrels per day from April, although this is less than 0.2% of global demand.
UK
Smith & Nephew (SN.) – Full Year Results
US
MongoDB Inc (NASDAQ:MDB) AMC
UK
Aberdeen Group (ABDN) – Full Year Results
Fresnillo (FRES) – Full Year Results
Greggs (GRG) – Full Year Results
Intertek Group (ITRK) – Full Year Results
International Workplace Group (IWG) – Full Year Results
Keller Group (KLR) – Full Year Results
US
CrowdStrike Holdings Inc (NASDAQ:CRWD) AMC
Chinese RatingDog Manufacturing PMI
German Retail Sales
German HCOB PMI
ECB’s Nagel speech
US ISM Manufacturing PMI
BoE’s Ramsden speech
UK 100 companies going ex-dividend on 5th March 2026:
Rio Tinto
UK 250 companies going ex-dividend on5th March 2026:
Energean
Dr. Martens
Renishaw
Genus
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.
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.