Vanguard FTSE 100 UCITS ETF

UK Deputy Governor Briden: No Need to Rush on Rate Hikes, Should Stay Steady

Economists Expect Bank of England to Maintain Rates at 3.75%

VUKE

UK consumer price inflation decreased to 2.8% in April from 3.3% in March, contrary to economists' expectations of a 3% drop. The Bank of England raised its inflation forecast due to energy price shocks from the US-Israel war, predicting inflation could reach 6.2% by early 2026. Finance Minister Rachel Reeves is set to announce measures to alleviate living costs, including a potential cancellation of a fuel-duty increase. The weak job market may hinder wage growth, impacting inflation dynamics.

- In April, UK consumer price inflation slowed to 2.8%, down from 3.3% in March, with most economists expecting a drop to around 3% due to a previous spike in regulated prices now excluded from annual comparisons.  
- The Bank of England had previously noted the highest inflation among G7 countries and warned that energy price shocks from the ongoing conflict could push inflation to 6.2% by early 2026.  
- The UK government is expected to announce measures to lower living costs, including potentially scrapping a planned fuel tax hike, while concerns remain about the weak labor market hindering wage growth.

Businesstimes News

iShares Core FTSE 100 UCITS ETF GBP (Dist)

UK inflation slows to 2.8% in April

The FTSE 100 recovered from an early decline, rising 0.16% to 10,347.20, supported by strong buying in mining stocks like Fresnillo and Antofagasta. Marks & Spencer saw a 3.7% increase after reporting profit growth. Inflation dropped to 2.8% in April, boosting market sentiment, despite concerns over a U.S.-Iran peace deal. However, Experian's shares fell nearly 5% despite announcing a $1 billion buyback.

nasdaq

Fresnillo PLC

Antofagasta plc

Anglo American plc

Anglo American

Marks and Spencer Group plc

Babcock International Group PLC

IG Group Holdings plc

Rolls-Royce PLC

Weir Group PLC

Bunzl plc

Severn Trent Plc

International Consolidated Airlines Group SA

Scottish Mortgage Investment Trust Plc

Standard Chartered PLC

STANCHART

M&G Plc

BAE Systems plc

SEGRO plc

Melrose Industries PLC

Experian PLC

RELX PLC

RELX

Auto Trader Group PLC

Reckitt Benckiser Group plc

Sage Group plc

Burberry Group plc

Tesco PLC

London Stock Exchange Group plc

Nasdaq

ANGLO AMERICAN SPON ADR EACH REP 0.5 ORD (P/S)

Rolls-Royce

Experian plc

RECKITT BENCKISER GROUP PLC SPON ADR EACH REP 0.20 ORD (P/S)

Reckitt Benckiser

Burberry

FTSE 100 Recovers After Weak Start; Miners Move Up

MIDD

CUKX

UK shares saw a slight increase, with the FTSE 100 up 0.13% and the FTSE 250 up 0.29%, following lower-than-expected April inflation at 2.8%. Analysts debate the necessity of rapid rate hikes by the Bank of England, while some caution that inflation may rise again due to higher oil prices. Notable stock movements included a 1.6% rise in aerospace and defense stocks and a 4.2% increase for Marks & Spencer, which anticipates profit growth this year.

Fidelity

iShares FTSE 250 UCITS ETF

iShares Core FTSE 100 UCITS ETF GBP (Acc)

ING Groep

UK shares edge higher as benign inflation data reassures investors

FTSE 100 closed 0.1% higher as bond yields rose and rate hike fears eased, with June hike odds dropping to 29.1%. Weaker UK hiring and higher unemployment influenced market sentiment. Medical equipment and retail sectors saw gains, while miners declined due to lower metal prices; IG Group surged over 10%.

FTSE 100 edges up as bond yields climb and rate hike bets ease

UK regular wages grew 3.4% in early 2026, meeting economist expectations, while unemployment rose to 5% in March from 4.9% in February. This marks a 0.5 percentage point increase year-on-year. Ongoing inflation concerns are exacerbated by rising energy prices linked to the Iran war, affecting the Bank of England's policy decisions.

- Regular UK wages increased by 3.4% in early 2026, meeting economist expectations despite a weaker labor market.  
- The unemployment rate rose to 5% in March, up from 4.9% in February and higher than the previous year by 0.5 percentage points.  
- Inflation remains a concern due to rising energy prices linked to the Iran war, affecting the Bank of England's policy decisions.

UK wage growth steady as unemployment rises to 5%

HUKX

L100

Chancellor Rachel Reeves has eliminated post-crisis banking rules aimed at enhancing safety in the City to stimulate growth. The changes reduce ring-fencing requirements, allowing retail banks to engage in hedging activities. While the reforms are intended to boost lending and job creation, Labour's internal leadership challenges may impact their implementation. The Treasury claims these adjustments could enable banks to provide an additional £80bn in support to businesses. Industry leaders have welcomed the reforms, emphasizing their potential to enhance the UK's economic competitiveness.

- Chancellor Rachel Reeves has canceled banking rules aimed at enhancing safety in the financial sector post-financial crisis to spur economic growth.  
- The changes will reduce the number of services that must remain segregated and allow retail banks to engage in certain hedging activities, claiming it will support growth and create jobs.  
- The new rules are expected to provide banks with up to £80 billion in additional support for businesses and facilitate more shared operations between retail and investment banking.

The telegraph

HSBC FTSE 100 UCITS ETF

Lyxor FTSE 100 UCITS ETF

Barclays

Reeves scraps post-crisis banking rules  in scramble to boost growth

UK gilt yields have surged to historic highs, with 30-year yields at 5.81% and 10-year yields at their highest since 2008. Political instability, including Labour's local election losses, is unsettling debt markets and raising concerns about increased government borrowing. This trend reflects a global bond sell-off driven by inflation, energy shocks, and geopolitical conflicts.

UK gilt yields hit century high amid political turmoil

BT.A

The FTSE 100 Index has remained stable amid UK political turmoil and recent corporate earnings. Key stocks to watch include BT Group, which is set to release annual results, and is expected to show a revenue drop but profit increase. EasyJet faces challenges with soaring costs and is projected to report significant losses. Sage Group will defend its business model against AI disruption fears, while Marks and Spencer's shares have declined, with upcoming results expected to shed light on its performance.

Invezz

easyJet plc

BT Group plc

British Land Company PLC

Intuit

easyJet

Top FTSE 100 shares to watch: BT Group, EasyJet, Sage, Marks & Spencer

LUK2

XUKS

The FTSE 100 Index rose by 47.58 points or 0.46% to close at 10372.93, marking its highest closing value since May 6, 2026. It has increased for two consecutive trading days, totaling a gain of 107.61 points or 1.05% over this period. The index is currently 4.93% below its record close of 10910.55 from February 27, 2026, and has risen 63.66% since the pre-Brexit vote level of 6338.10 from June 23, 2016. Year-to-date, the index is up 441.55 points or 4.45%.

MorningStar

L&G FTSE 100 Leveraged (Daily 2x) UCITS ETF

Xtrackers FTSE 100 SHORT DAILY UCITS ETF Capitalisation 1C

FTSE 100 Index Ends 0.46% Higher at 10372.93 — Data Talk

RUKS

The UK housing market remains subdued due to the ongoing impact of the Iran war, with high mortgage rates and inflation fears dampening buyer and seller demand. The Royal Institution of Chartered Surveyors (RICS) reported a negative buyer index of -34% in April, indicating reluctance among Brits to engage in the market. Average house prices continue to decline, particularly in London and the South East. Experts predict that without clearer inflation and borrowing cost paths, market activity will remain low, with potential political changes adding further uncertainty.

cityam

BetaShares Holdings Pty Ltd.

RBS Market Access Short FTSE 100 Monthly Index ETF

Housing market ‘still in grip’ of Iran war slump

Vanguard FTSE 100 UCITS ETF(VUKE.UK)