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LONDON MARKET CLOSE: FTSE 100 up as latest peace talk claims weighed
- FTSE 100 rose 1.6% to 10,127.96, despite strong oil prices, driven by renewed Middle East peace hopes.
- FTSE 250 dipped 0.1% to 20,954.50, while AIM All-Share gained 0.6% to 710.12.
- US President Trump and Secretary of State Rubio expressed optimism about talks with Iran, but Iran's parliament speaker accused the US of planning a ground attack.
- Yemen's Houthi movement fired missiles at Israeli military sites, escalating tensions and threatening global energy trade corridors.
- Brent oil rose to $112.46/barrel, boosting shares of BP (3.1%) and Shell (2.0%).
- UK Prime Minister Keir Starmer convened a summit to discuss Iran's blockade of the Strait of Hormuz, with a Cobra meeting planned for economic impact assessment.
- European and US stock markets closed higher, though markets remain nervous amid escalating conflict signals.
- Gold rose to $4,541.34/ounce, while the pound and euro weakened against the dollar.
- Marks & Spencer rose 1.9% on strong clothing sales growth and a US expansion deal with Nordstrom.
- Rio Tinto gained 3.5% as iron ore port operations resumed post-cyclone, with shipment guidance unchanged.
- Land Securities rose 3.8% on a Goldman Sachs upgrade, while International Consolidated Airlines fell 1.9% due to rising oil prices.
- Boohoo rose 2.4% on strong financial 2026 performance and upbeat guidance for 2027.
- Top FTSE 100 risers: Burberry, London Stock Exchange Group, Centrica, British Land, and Land Securities.
- Top FTSE 100 fallers: Antofagasta, International Consolidated Airlines, Airtel Africa, Lion Finance, and Reckitt Benckiser.
- Tuesday's economic calendar includes GDP figures from Canada and the UK, CPI data from France and Italy, and US house price reports.
LONDON MARKET MIDDAY: Stocks mixed as war hits eurozone mood
- Stock prices in London were mostly higher midday on Monday, driven by increased UK mortgage approvals and M4 money supply growth.
- Net mortgage approvals rose to 62,600 in February, surpassing expectations but below the six-month average.
- M4 money supply increased 0.6% monthly and 3.6% annually in February, beating consensus.
- Israel and Iran exchanged missile fire, with concerns of US escalation in the Middle East conflict.
- FTSE 100 rose 0.6%, FTSE 250 fell 0.7%, and AIM all-share gained 0.5%.
- Marks & Spencer gained 0.8% after announcing a US fashion deal with Nordstrom.
- Energy and metals stocks performed well, with Rio Tinto up 3.6% and Shell/BP up 1.4%.
- Brent oil fell to USD108.14, but remains on track for a record monthly gain due to Middle East tensions.
- Aluminium prices surged 6% initially, later settling up 4.2% due to supply concerns after Iran attacked Gulf plants.
- Gold rose to USD4,532.35 per ounce.
- Greatland Resources climbed 8.0% on AIM after upgrading its mineral resources estimate for the Telfer project.
- European equities (CAC 40 and DAX 40) were down 0.1%.
- Eurozone economic sentiment fell in March, slightly above consensus.
- The pound weakened against the USD and euro, while the euro also fell against the USD.
- US stocks were called higher, with the Dow up 0.3%, S&P 500 up 0.4%, and Nasdaq up 0.3%.
- US Treasury yields narrowed, with the 10-year at 4.40% and 30-year at 4.94%.
- Upcoming economic data includes Germany’s consumer inflation and the Dallas Fed manufacturing index.
LONDON BROKER RATINGS: Goldman Sachs raises Land Securities to 'buy'
- Barclays cuts Land Securities price target to 770 (780) pence - 'overweight'
- Goldman Sachs raises Land Securities to 'buy' - price target 690 pence
- Goldman Sachs cuts LondonMetric Property price target to 190 (210) pence - 'neutral'
- Goldman Sachs cuts Segro price target to 800 (890) pence - 'neutral'
- Barclays raises Segro price target to 625 (550) pence - 'underweight'
- Barclays cuts Tritax Big Box REIT price target to 165 (175) pence - 'overweight'
- RBC cuts Kingfisher price target to 360 (375) pence - 'outperform'
- RBC cuts 3i price target to 2,250 (2,700) pence - 'underperform'
- RBC cuts Standard Life price target to 800 (815) pence - 'outperform'
- Goldman cuts Reckitt Benckiser price target to 6,000 (6,200) pence - 'neutral'
- Jefferies cuts Reckitt Benckiser price target to 5,600 (5,900) pence - 'hold'
- Barclays cuts InterContinental Hotels price target to 15,400 (15,600) pence - 'ow'
- JPMorgan cuts Whitbread price target to 2,500 (2,550) pence - 'neutral'
- UBS cuts Marks & Spencer price target to 425 (435) pence - 'buy'
- RBC raises HICL Infrastructure price target to 160 (155) pence - 'outperform'
- Goldman Sachs cuts Great Portland price target to 340 (370) pence - 'neutral'
- Goldman Sachs cuts Derwent London price target to 2,410 (2,550) pence - 'buy'
- Goldman Sachs cuts Hammerson price target to 338 (361) pence - 'neutral'
- Goldman Sachs cuts Big Yellow to 'sell' - price target 860 pence
- Citigroup cuts RS price target to 650 (700) pence - 'buy'
- Barclays cuts Tate & Lyle price target to 395 (410) pence - equal weight
- Deutsche Bank Research raises Playtech price target to 443 (395) pence - 'buy'
- Citigroup raises Playtech price target to 400 (355) pence - 'buy'
- Shore Capital Markets lifts Brooks Macdonald to 'buy' from 'hold'
- Goldman Sachs cuts Wise price target to 1,400 (1,500) pence - 'buy'
- Citigroup raises South32 to 'buy' (neutral) - price target 280 (260) pence
- Goldman Sachs cuts FeverTree Drinks price target to 885 (915) pence - 'neutral'
LONDON MARKET OPEN: FTSE 100 higher as oil, mining stocks climb
- London stock prices opened mixed on Monday, ahead of UK mortgage approvals data and amid US-Iran conflict statements.
- US President Donald Trump hinted at a potential deal with Iran, while Iranian politicians accused the US of plotting a ground attack and announced plans to reshape governance of the Strait of Hormuz.
- FTSE 100 opened up 0.2% at 9,982.40, FTSE 250 down 0.3% at 20,911.70, and AIM all-share up 0.2% at 707.02.
- GSK rose 0.3% after Exdensur was approved in China for severe asthma treatment, and bepirovirsen was accepted for regulatory review as a potential hepatitis B cure.
- Rio Tinto led FTSE 100 with a 3.6% gain, resuming iron ore port operations after Cyclone Narelle, with shipment guidance unchanged for 2026.
- Lloyds Banking fell 0.5% amid a £66 million lawsuit from 30,000 customers over mis-sold car loans, part of a broader motor finance scandal.
- European equities were slightly down, with CAC 40 and DAX 40 both losing 0.1% and 0.2%, respectively.
- The pound weakened against the USD and EUR, while Brent oil fell to $108.68 per barrel.
- Asian markets were mixed, with Nikkei 225 down 2.8%, Shanghai Composite up 0.2%, and Hang Seng down 1.1%.
- US markets ended lower on Friday, with Dow Jones, S&P 500, and Nasdaq Composite down 1.7%, 1.7%, and 2.2%, respectively.
- Gold prices rose slightly to $4,518.96 per ounce.
- Upcoming economic data includes UK mortgage approvals, Ireland’s consumer inflation, and Germany’s CPI.
LONDON MARKET EARLY CALL: FTSE 100 down ahead of UK mortgage data
- London stocks expected to open lower on Monday despite Trump's optimistic remarks on Iran deal.
- Trump suggests taking control of Iran's oil, potentially requiring US forces to seize Kharg Island.
- Iranian politicians accuse US of planning ground attack and propose reshaping governance of Strait of Hormuz, possibly including a toll system.
- G7 ministers to discuss economic impact of Middle East war as oil and gas prices surge.
- FTSE 100 futures indicate a 0.4% decline at open; sterling weakens against USD and EUR.
- Euro strengthens against USD; dollar falls against yen.
- UK ministers seek advice on potentially terminating Palantir's £330 million NHS contract due to privacy concerns and political controversies.
- US markets closed lower on Friday; Asian markets down on Monday, led by Nikkei 225's 3.2% drop.
- Gold and Brent oil prices rise early Monday.
- Corporate calendar highlights RTW Biotech and Fermi full-year results; economic calendar includes eurozone sentiment indices and UK mortgage approvals.
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