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| UK 100 Leaders | Mid/Close | % Wk Chg | % YTD |
| Kazakhmys PLC | 719 | 3.7 | -22.4 |
| Rio Tinto PLC | 3090 | 2.8 | -1.1 |
| Pennon Group PLC | 624.5 | 3.2 | -12.5 |
| Antofagasta PLC | 1292 | 2.5 | 6.3 |
| Johnson Matthey PLC | 2388 | 2.7 | 24.2 |
| Severn Trent PLC | 1637 | 4.2 | 9.4 |
| Eurasian Natural Resources Corporation PLC | 274.8 | 0.1 | -56.8 |
| Weir Group PLC | 1879 | 5.3 | -7.5 |
| UK 100 Laggards | Mid/Close | % Wk Chg | % YTD |
| John Wood Group PLC | 780 | -3.7 | 21.7 |
| Hargreaves Lansdown PLC | 750.5 | -2.7 | 74.3 |
| ARM Holdings PLC | 762.5 | 2.7 | 28.8 |
| British Sky Broadcasting Group PLC | 771.5 | -0.8 | 5.3 |
| Kingfisher PLC | 279 | -0.6 | 11.3 |
| Diageo PLC | 1872.5 | -0.3 | 33.1 |
| Pearson PLC | 1175 | -1.2 | -2.9 |
| Imperial Tobacco Group PLC | 2504 | 0.8 | 2.8 |
| Name | Mid/Close | Wk Chg | % Wk Chg | % YTD Chg |
| UK UK 100 | 5,870.3 | 51.2 | 0.9 | 5.4 |
| DE DAX 30 | 7,401.0 | 91.8 | 1.3 | 25.5 |
| US DJ Industrial Average 30 | 13,021.8 | 12.1 | 0.1 | 6.6 |
| US S&P 500 | 1,416.0 | 6.8 | 0.5 | 12.6 |
| JP Nikkei 225 | 9,446.0 | 91.4 | 1.0 | 11.7 |
| Name | Mid/Close | Wk Chg | % Wk Chg | % YTD Chg |
| Crude Oil, US Light Sweet ($/barrel) | 88.96 | 0.7 | 0.8 | -10.1 |
| Gold ($/oz) | 1720.65 | -31.2 | -1.8 | 9.9 |
| GBP/USD – US$ per £ | 1.6032 | 0.000 | 0.0 | 3.2 |
| EUR/USD – US$ per € | 1.3024 | 0.005 | 0.4 | 0.5 |
Click graph to enlarge
See Live Macro Calendar for all data, incl. consensus expectations
UK 100 called to open +5pts, thanks to better-than-expected Chinese non-manufacturing data (55.6 vs 55.5). This is the first time in 13 months that we have seen an increase in these figures. Despite the positive news from China, continued concerns over the US fiscal cliff means we’re likely to see a fairly flat open in European markets this morning.
Overnight macro data from New Zealand, Australia and Japan was mixed. The Hang Seng fell 48 points at 21,982 whilst the Nikkei was recently up 23 points at 9,469.
In FX, the GBP/USD trading around 1.603 on pessimism regarding the US, the fiscal cliff and its effect on the reserve currency Greenback. The Euro continues to rally against the Dollar, currently trading around 1.302
In commodities, Gold remains in its uptrend from recent lows at 1705, currently trading around $1719. Brent Crude has seen a bounce towards $112 a barrel on signs of a Chinese revival.
In focus today will be Manufacturing PMI data. The Spanish will kick us off with their figures at 08:13 followed by Swiss, Italian, French, German, British and then from the Eurozone at 08:58. All are expected to show contraction (a figure below 50) but will the figures be above or below consensus? Check out Live Macro Calender for full times/expectations.
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See Live Macro calendar for all details
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