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| UK 100 Leaders | Close | Chg | % Chg | % YTD |
| Eurasian Natural Resources Corporation PLC | 292.7 | 30.3 | 11.5 | 3.06 |
| Antofagasta PLC | 983 | 70.5 | 7.7 | -25.76 |
| IMI PLC | 1282 | 62 | 5.1 | 16.86 |
| John Wood Group PLC | 804.5 | 38 | 5 | 10.74 |
| Evraz PLC | 155.6 | 6.8 | 4.6 | -39.9 |
| Burberry Group PLC | 1378 | 59 | 4.5 | 12.4 |
| Anglo American PLC | 1635.5 | 67.5 | 4.3 | -13.65 |
| Polymetal International PLC | 733.5 | 29.5 | 4.2 | -37.57 |
| UK 100 Laggards | Close | Chg | % Chg | % YTD |
| Royal Bank of Scotland Group (The) PLC | 289.8 | -17.5 | -5.7 | -10.69 |
| Aggreko PLC | 1723 | -27 | -1.5 | -0.98 |
| BT Group PLC | 275 | -4.1 | -1.5 | 19 |
| Reckitt Benckiser Group PLC | 4636 | -41 | -0.9 | 19.52 |
| Shire PLC | 1870 | -15 | -0.8 | -0.9 |
| RSA Insurance Group PLC | 110.8 | -0.8 | -0.7 | -11.85 |
| Babcock International Group PLC | 1072 | -7 | -0.6 | 11.03 |
| GlaxoSmithKline PLC | 1648 | -9 | -0.5 | 23.45 |
| Major World Indices | Mid/Close | Chg | % Chg | % YTD |
| UK UK 100 | 6,521.46 | 60.75 | 0.94 | 10.57 |
| UK | 14,106.20 | 175.97 | 1.26 | 13.99 |
| FR CAC 40 | 3,907.04 | -5.91 | -0.15 | 7.30 |
| DE DAX 30 | 8,112.08 | -10.21 | -0.13 | 6.56 |
| US DJ Industrial Average 30 | 14,974.00 | 142.42 | 0.96 | 14.27 |
| US Nasdaq Composite 100 | 3,392.97 | 14.34 | 0.42 | 12.37 |
| US S&P 500 | 1,617.50 | 3.08 | 0.19 | 13.41 |
| JP Nikkei 225 | 14,157.30 | 463.26 | 0.0338 | 36.19 |
| HK Hang Seng Index 48 | 22,943.61 | 28.52 | 0.0012 | 1.26 |
| AU S&P/ASX 200 | 5,144.60 | -11.60 | -0.0022 | 10.66 |
| Commodities & FX | Mid/Close | Chg | % Chg | % YTD |
| Crude Oil, US Light Sweet ($/barrel) | 95.385 | -0.285 | -0.3 | 3.92 |
| Crude Oil, Brent ($/barrel) | 105.035 | 0.52 | 0.5 | -5.61 |
| Gold ($/oz) | 1461.25 | -4.95 | -0.34 | -12.79 |
| Silver ($/oz) | 23.6 | -0.345 | -1.44 | -22.21 |
| Platinum ($/oz) | 1494.25 | -6.35 | -0.42 | -3.22 |
| GBP/USD – US$ per £ | 1.5548 | – | 0.06 | -4.27 |
| EUR/USD – US$ per € | 1.3092 | – | 0.15 | -0.81 |
| GBP/EUR – € per £ | 1.1877 | – | -0.07 | -3.56 |
Click graph to enlarge
See Live Macro Calendar for full data line-up, incl. consensus expectations
UK 100 called to open flat to slightly lower this morning after the long Bank holiday weekend. Most European indices look set for a muted start this morning despite strong gains in Asia overnight. The Nikkei was recently up 463 points (over 4%) at 14,157 whilst the Hang Seng was up 28 points at 22,943. In the US, the Dow Jones closed down 5 points at 14,969 although it did trade above 15,000 on Friday thanks to better than expected non-farm payroll data. This was also the main reason for the Japanese rally we saw after their 4-day break. The S&P closed at another record high of 1,617.
Overnight data was mixed with Aussie construction index and RBA cash target coming in-line with expectations whilst trade balance numbers were better. The Reserve Bank of Australia also reduced its key interest rate by a quarter of a point to 2.75%.
In focus today will be French data due at 7:45 (Industrial and Manufacturing production) as well as German factory orders due out at 11am this morning.
UK 100 trading near three month highs with first real resistance at one month highs of 6,545.
In FX, The EUR is trading almost flat against most of the major currencies this morning. German factory orders and US consumer credit data will likely be the main catalyst to any moves in the FX market today. GBP vs USD currently trading at 1.55 whilst the GBP vs EUR is trading 1.18.
Gold trading near a two-day low of around $1460, will that trend continue towards week lows of $1440?
In Oils, Brent Crude still holding around one month highs of $104 a barrel whilst the same can be said for US Light Crude at $95.60 a barrel (one month highs were just over $97).
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