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| Top 5 gainers | Ticker | Close (p) | % chg |
| Computacenter | CCC | 5,400.00 | +3.15% |
| Lion Finance Group | BGEO | 14,470.00 | +2.76% |
| abrdn | ABDN | 247.00 | +2.57% |
| 3i Group | III | 2,677.00 | +2.41% |
| IAG | IAG | 437.60 | +2.24% |
| Bottom 5 laggards | Ticker | Close (p) | % chg |
| Ithaca Energy | ITH | 284.80 | −3.78% |
| BP | BP. | 553.10 | −3.41% |
| Bunzl | BNZL | 2,640.00 | −1.56% |
| Shell | SHEL | 3,591.50 | −1.48% |
| Admiral Group | ADM | 3,596.00 | −1.21% |
| Index | Close | % chg | Session |
| UK 100 | 10,695.25 | +0.14% | 25 Sep |
| S&P 500 | 7,743.41 | +0.51% | 25 Sep |
| Nasdaq Composite | 27,068.72 | +0.48% | 25 Sep |
| Dow Jones Ind. Avg | 51,828.62 | +0.93% | 25 Sep |
| DAX | 23,534.83 | −0.36% | 25 Sep |
| Commodity | Price | % chg | As of |
| Gold (spot, US$/oz) | $4,190 | −2.19% | 28 Sep, ~06:00 BST · Kitco/Trading Economics |
| Brent crude (front-month, US$/bbl) | ~$106–107 | +~2%* | 28 Sep, fast-moving · Trading Economics/OilPrice.com |
| Copper (LME 3-month, US$/t) | ~$14,620 | ~flat | Delayed, Fri 25 Sep close · LME.com |
| Silver (spot, US$/oz) | $61.95 | −3.5% | 28 Sep, ~06:00 BST · Kitco/Trading Economics |
Click graph to enlarge
The UK 100 is called to open +26 points at at 10,721. Stocks in London are set to open higher on Monday, as oil prices rose after US President Donald Trump rejected an Iranian proposal for a seven-day truce that could have seen the Strait of Hormuz reopen.
Wall Street closed higher on Friday, with the Dow Jones Industrial Average up 0.93% to 51,828.62, the S&P 500 adding 0.51% to 7,743.41, and the Nasdaq Composite gaining 0.48% to 27,068.72 — the Dow’s gain snapped a three-week losing streak. Strength in tech and industrials, plus optimism that a Trump–Xi summit will preserve the US–China trade status quo, outweighed a further sell-off in bonds and a weak final University of Michigan consumer sentiment reading (48.1, a four-month low, on tariff and fuel-price worries). The US 10-year Treasury yield finished the week around 5.17–5.20%, close to its highest level since 2007, as inflation concerns tied to rising oil prices keep pressure on rate expectations. Brent crude eased about 2% on Friday to roughly $104/bbl on hopes that Iran might agree a deal to help reopen the Strait of Hormuz.
That hope unravelled over the weekend: President Trump publicly rejected Iran’s proposed seven-day roadmap for reopening the Strait on Saturday, and Tehran said it “will not back down.” Oil has reversed higher as a result — Brent was recently changing hands around $106–107/bbl, up roughly 2% — and this is the dominant overnight theme feeding into today’s European open. Asian markets were mixed: the Nikkei 225 was little changed, the ASX 200 added 0.3%, the Hang Seng rose 0.7%, while the Kospi fell 2.3% and the Shanghai Composite dropped 1.7%, with China also reporting industrial profit growth slowing to a year-to-date low. Closer to home, it is a quiet week for central banks — no BoE, Fed or ECB policy decisions are due — though several Bank of England officials speak this week (Dave Ramsden on quantitative tightening today) and the US data slate builds toward Friday’s non-farm payrolls, via Wednesday’s PCE inflation print and Thursday’s ISM manufacturing survey.
UK
Tullow Oil (TLW) – Half Year Results
US
No noteworthy announcements
UK
Barr (A.G.) (BAG) – Q2 2027 Results
Card Factory (CARD) – Interim Results 2026
Close Brothers Group (CBG) – 2026 Preliminary Results
US
No noteworthy announcements
| Time (UK) | Region | Release | Consensus / Prior |
| Overnight | China | Industrial profits (Aug, y/y) | +4.2% (weakest monthly pace this year) |
| — | UK | No scheduled data release today | — |
| 11:00 | UK | BoE’s Dave Ramsden speaks (quantitative tightening) | — |
| 15:30 | US | Dallas Fed Manufacturing Index (Sep) | Prior 11.6; consensus n/a |
| Later | US | Fed’s John Williams speaks (time tbc) | — |
UK 100 companies going ex-dividend on 1st October 2026:
British American Tobacco
Smith & Nephew
Weir Group
F&C Investment Trust
UK 250 companies going ex-dividend on 1st October 2026:
Wickes Group
TP ICAP Group
Breedon Group
Kainos Group
Hunting
Morgan Sindall Group
Bodycote
Travis Perkins
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