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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Whitbread PLC | 2,599.0 | 6.3% |
| Fresnillo PLC | 3,082.0 | 4.4% |
| Rolls-Royce Holdings PLC | 1,144.0 | 3.8% |
| Rentokil Initial PLC | 448.5 | 3.7% |
| Melrose Industries PLC | 565.4 | 2.7% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Bunzl PLC | 2,122.0 | -2.5% |
| United Utilities Group PLC | 1,185.0 | -1.5% |
| BP PLC | 420.5 | -1.2% |
| GSK PLC | 1,812.5 | -1.2% |
| Pershing Square Holdings LTD | 4,932.0 | -0.7% |
| Major World Indices | Price | % Chg | 1 Year, not sorted |
| UK 100 INDEX | 9,838 | 0.7% | 21.4% |
| DOW JONES INDUS. AVG | 47,952 | 0.1% | 13.3% |
| DAX INDEX | 24,200 | 1.0% | 21.2% |
| NIKKEI 225 | 49,507 | 1.0% | 27.6% |
| S&P/ASX 200 INDEX | 8,621 | 0.4% | 5.6% |
| Commodity | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 55.99 | 0.28% |
| Brent Crude (ICE) | USD/bbl. | 59.71 | 0.18% |
| Gold Spot | USD/t oz. | 4,326 | 0.1% |
| Copper (Comex) | USd/lb. | 548 | 0.1% |
Click graph to enlarge
The UK 100 is called to open -27 points at 9,810. The UK 100 is set to open lower on Friday, following UK retail sales and public sector borrowing data, returning some of the stride it made in the wake of Thursday’s central bank decisions and US inflation reading.
Retail sales figures showed an unexpected fall in November as Black Friday deals failed to boost trading as much as in recent years. The Office for National Statistics (ONS) said sales volumes fell by 0.1% over the month, following a 0.9% fall in October. The reading compared with City expectations for growth of 0.4%.
Public sector data out this morning showed borrowing for November at 4-year low. Increased tax and National Insurance contributions today meant November’s public sector borrowing figure improved to £11.7 billion. This was £1.9 billion or 14% less than a year earlier and the lowest figure since 2021. Borrowing in the financial year to November now stands at £132.3 billion, £10 billion or 8.2% more than in the same eight-month period of 2024. This is the second-highest April to November borrowing on record after that of 2020.
Consumer confidence edged up ahead of Christmas but remains subdued in the face of cost-of-living pressures, according to new figures. GfK’s long-running Consumer Confidence Index improved by two points to minus 17 for December.
The S&P snapped a four-day slide on Thursday, boosted by lighter-than-expected inflation data that brightened the outlook for lower interest rates in 2026. The broad market index jumped 0.79% to settle at 6,774.76, while the Nasdaq advanced 1.38% to 23,006.36. The Dow Jones gained 65.88 points, or 0.14%, to end the day at 47,951.85.
The delayed November consumer price index report — the first since the U.S. government shutdown ended last month — showed headline annual inflation of 2.7%, according to the Bureau of Labor Statistics, below the 3.1% that economists polled by Dow Jones had expected. The 12-month rate for core CPI, which excludes food and energy, was 2.6%, was also lower than the Dow Jones forecast of 3%.
In Asia, The Bank of Japan increased its benchmark rate, as expected. The central bank said interest rates were raised by 25 basis points to 0.75% from 0.50%.
Asian markets rose Friday as a below-forecast read on US inflation boosted hopes for another interest rate cut next month, while blockbuster earnings from chip firm Micron helped soothe nerves over a tech bubble.
UK
Carnival (CCL)*
US
None
UK
None
US
None
UK GfK Consumer Confidence
German Producer Price Index
UK Retail Sales
ECB’s Sleijpen speech
EU Consumer Confidence
Michigan Consumer Sentiment Index
UoM 1-year Consumer Inflation Expectations
UoM 5-year Consumer Inflation Expectations
UK 100 companies going ex-dividend on 29th December 2025:
BT Group
British American Tobacco
UK 250 companies going ex-dividend on 29th December 2025:
No Dividends to be paid
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