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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Fresnillo | 3,462.0 | 11.1% |
| Endeavour Mining | 4,678.0 | 9.2% |
| Prudential | 1,184.0 | 7.4% |
| Anglo American | 3,827.5 | 7.4% |
| Antofagasta | 3,818.5 | 7.2% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| BP | 551.3 | -3.7% |
| Smith & Nephew | 1,117.5 | -3.6% |
| Shell | 3,211.5 | -3.1% |
| London Stock Exchange Group | 9,340.0 | -2.5% |
| Sage Group | 886.6 | -2.4% |
| Major World Indices | Price | % Chg | 1 Year, not sorted |
| UK 100 INDEX | 10,439 | 2.2% | 21.4% |
| DOW JONES INDUS. AVG | 49,911 | 1.2% | 22.2% |
| DAX INDEX | 24,919 | 2.1% | 7.2% |
| NIKKEI 225 | 59,513 | 0.4% | 61.8% |
| S&P/ASX 200 INDEX | 8,794 | 1.3% | 7.5% |
| Commodity | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 95.08 | 7.03% |
| Brent Crude (ICE) | USD/bbl. | 101.87 | 7.28% |
| Gold Spot | USD/t oz. | 4,693 | 0.0% |
| Copper (Comex) | USd/lb. | 619 | 3.2% |
The UK 100 is called to open +10 points at at 10,458. The index looks to hold gains following a 2.2% surge driven by geopolitical optimism. Today the spotlight falls on local elections, with analysts warning that the results could trigger significant leadership challenges within the opposition. This potential for internal party upheaval is adding a fresh layer of political uncertainty to the markets.
Stocks rose Stateside on Wednesday following a report that the U.S. and Iran were nearing an agreement to end the war. The S&P advanced 1.46% to 7,365.12, while the Nasdaq gained 2.02% and ended at 25,838.94. Both indexes touched new highs and closed at records. The Dow Jones added 612.34 points, or 1.24%, to close at 49,910.59.
Shell significantly outperformed expectations, posting adjusted earnings of $6.92 billion, beating the $6.36 billion consensus. The growth was driven by higher energy prices, better refining margins, and a reduction in operating costs (down to $8.6 billion). Despite the profit jump, the company has slightly trimmed its quarterly share buyback from $3.5 billion to $3 billion.
Next outperformed expectations with Q1 full-price sales up 6.2%, beating its own 4% forecast. Strong early-year performance has led the company to nudge its full-year profit guidance up by £8 million to £1.218 billion.
FanDuel owner Flutter Entertainment posted a 17% jump in revenue, bolstered by strong iGaming growth and M&A activity, despite the impact of closing its Indian operations.
UK
Balfour Beatty (BBY) – Trading Update
Coca-Cola HBC AG (CCH) – Q1 2026 Trading Report
Harbour Energy (HBR) – Trading & Operations Update
InterContinental Hotels Group (IHG) – Q1 Trading Update
Metlen Energy & Metals (MTLN) – Q1 Trading Update
S4 Capital (SFOR) – Q1 2026 Sales and Revenue Release
Shell (SHEL) – Q1 2026 Results
JD Sports Fashion (JD.) – Full Year Results
US
McDonald’s (MCD) PMO
Unity Software (U) PMO
Viatris (VTRS) PMO
Airbnb (ABNB) AMC
Block Inc (XYZ) AMC
Cloudflare (NET) AMC
Coinbase (COIN) AMC
CoreWeave (CRWV) AMC
Gilead Sciences (GILD) AMC
IREN Ltd (IREN) AMC
Rocket Lab (RKLB) AMC
The Trade Desk (TTD) AMC
Wheaton Precious Metals (WPM) AMC
UK
International Consolidated Airlines Group SA (IAG) – Q1 2026 Results
Airtel Africa (AAF) – Full Year Results
US
Anglogold Ashanti (AU) PMO
Chinese RatingDog Services PMI
EU HCOB Composite PMI
EU Producer Price Index
US ADP Employment Change
Fed’s Musalem speech
Fed’s Goolsbee speech
UK 100 companies going ex-dividend on 7th May 2026:
Admiral Group
RELX
Glencore
UK 250 companies going ex-dividend on 7th May 2026:
ME Group International
Inchcape
Barr (A.G.)
Coats Group
Clarkson
Ibstock
Wetherspoon (JD)
Hochschild Mining
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