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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Informa | 912.2 | 4.6% |
| Haleon | 372.9 | 3.3% |
| Endeavour Mining | 4,208.0 | 2.7% |
| Rentokil Initial | 461.7 | 1.8% |
| Melrose Industries | 625.8 | 1.5% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Pearson | 939.0 | -4.1% |
| Mondi | 845.4 | -4.0% |
| Metlen Energy & Metals | 4,300.0 | -3.8% |
| Entain | 703.0 | -3.3% |
| Beazley | 1,126.0 | -3.3% |
| Major World Indices | Price | % Chg | 1 Year, not sorted |
| UK 100 INDEX | 10,127 | 0.7% | 18.5% |
| DOW JONES INDUS. AVG | 48,489 | 1.8% | 10.1% |
| DAX INDEX | 24,703 | 1.0% | 17.4% |
| NIKKEI 225 | 52,775 | 0.4% | 35.2% |
| S&P/ASX 200 INDEX | 8,783 | 0.4% | 4.5% |
| Commodity | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 59.57 | 1.31% |
| Brent Crude (ICE) | USD/bbl. | 64.00 | 1.42% |
| Gold Spot | USD/t oz. | 4,851 | 1.8% |
| Copper (Comex) | USd/lb. | 586 | 0.8% |
Click graph to enlarge
The UK 100 is called to open flat at 10,126. The UK 100 looks set to open flat this morning having fallen for the past two sessions, this follows data out this morning which showed the UK’s annual rate of inflation today rose by more than expected to 3.4%. The figure for December compares with the previous month’s reading of 3.2% and the 3.3% forecast in the City. ONS chief economist Grant Fitzner said: “Inflation ticked up a little in December, driven partly by higher tobacco prices, following recently introduced excise duty increases. “Airfares also contributed to the increase with prices rising more than a year ago, likely because of the timing of return flights over the Christmas and New Year period. Rising food costs, particularly for bread and cereals, were also an upward driver.
Stateside yesterday saw Wall Street suffer its heaviest sell-off in more than three months as investors returned from the long weekend and rapidly repriced geopolitical risk. All three major indices closed sharply lower, with losses accelerating through the session. Technology and consumer discretionary stocks led the decline, while only defensive consumer staples managed to hold marginal gains. Volatility spiked, with the VIX jumping to an eight-week high. Treasuries sold off alongside equities, an uncomfortable combination for risk markets. Yields rose sharply across the curve, led by the long end, as concerns mounted over foreign demand for U.S. assets and broader confidence in U.S. policy direction.
Gold and silver surged to fresh record highs as investors sought safety, reinforcing the sense that traditional “risk-off” dynamics are back in play.
Burberry today said comparable store sales grew 3% in the three months to 27 December, with all regions flat or positive for a second consecutive quarter. The luxury goods group said Greater China sales strengthened to 6%, doubling growth from the second quarter in a boost driven by local spending. The group expects adjusted operating profit to be in line with the City consensus for the 2025/26 financial year. Chief executive Joshua Schulman said: “Our customers responded to our immersive Timeless British Luxury campaigns and experiences while the continued strength in our core outerwear category is now extending into accessories and ready-to-wear. “As we move into 170 years of Burberry, these results reaffirm the enduring strength of our iconic brand and give us confidence in the path ahead.”
JD Sports Fashion kept its full-year profit guidance unchanged as it reported mixed sales during the peak Christmas period, where it was forced into price investments in what it called a volatile consumer backdrop. The retailer posted organic sales growth of 1.4% for the nine weeks to 3 January 2026, while like-for-like sales declined 1.8%, slightly worse than the 1.7% decline in LFL sales in the third quarter. Sales were mixed across regions, with a notable improvement in North America, now the UK group’s largest market, where LFL sales returned to growth at 1.5%, compared to a regional decline of 1.7% in Q3. This helped offset weaker performance in the UK and Europe, which saw LFL declines of 5.3% and 3.4% respectively. Gross margins are expected to be around 50 basis points lower year-on-year due to efforts to keep prices down and stimulate demand in the festive season, particularly online.
JD Wetherspoon today said half-year profits are likely to be lower than a year ago, despite strong trading over the Christmas period. Like-for-like sales rose 8.8% in the three weeks to 4 January, leading to growth of 4.7% across the 25 weeks to 18 January. Costs have been higher than expected, with energy, wages, repairs and business rates up by £45 million in the first 25 weeks of the financial year. Wetherspoon chairman Tim Martin said half-year profits are likely to be lower than a year earlier. And if the current sales momentum continues, the company also anticipates a full year trading outcome slightly below that achieved in 2025. He added: “We are pleased with the sales growth in the financial year, and with the increased momentum in the second quarter.”
UK
Burberry Group (BRBY) — Q3 Trading Update
JD Sports Fashion (JD.) — Q4 Trading Update
Experian (EXPN) — Trading Statement
Rio Tinto (RIO) — Fourth Quarter Operations Review
abrdn (ABDN) — Trading Statement
Premier Foods (PFD) — Trading Statement
Currys (CURY): FTSE 250 — Trading Statement
J D Wetherspoon (JDW) — Trading Statement
US
AT&T Inc (NYSE:T) PMO
Automatic Data Processing Inc (NASDAQ:ADP) PMO
GE Vernova Inc (NYSE:GEV) PMO
Starbucks Corp (NASDAQ:SBUX) PMO
International Business Machines Corp (NYSE:IBM) AMC
Meta Platforms Inc Class A (NASDAQ:META) AMC
Microsoft Corp (NASDAQ:MSFT) AMC
ServiceNow Inc (NYSE:NOW) AMC
Tesla Inc (NASDAQ:TSLA) AMC
UK
Associated British Foods (ABF) — Trading Statement (including Primark)
B&M European Value Retail (BME) — Trading Statement
Harbour Energy (HBR) — Trading Statement
Wickes Group (WIX) — Trading Statement
US
Blackstone Inc (NYSE:BX) PMO
Mastercard Inc Class A (NYSE:MA) PMO
Takeda Pharmaceutical Co Ltd ADR (NYSE:TAK) PMO
Thermo Fisher Scientific Inc (NYSE:TMO) PMO
Apple Inc (NASDAQ:AAPL) AMC
Visa Inc Class A (NYSE:V) AMC
ECB’s President Lagarde speech
UK Consumer Price Index
UK Producer Price Index
UK Retail Price Index
President Trump speech
ECB’s Nagel speech
UK 100 companies going ex-dividend on 22nd January 2026:
Next
UK 250 companies going ex-dividend on 22nd January 2026:
WH Smith
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