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London Shares Close Week Higher; Burberry Drags

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British equities ended the week higher, with London's FTSE 100 rising 0.27% on Friday, outperforming a broadly weaker European market.

Among blue-chip constituents, Burberry Group (BRBY.L) was the session's biggest decliner, falling 6.38%.

For the 13 weeks ended June 27, the British luxury retailer reported a year-over-year increase in retail revenue to 455 million pounds sterling from 433 million pounds, but comparable retail sales in Europe, the Middle East, India and Asia declined 3% due to the Middle East conflict and lower tourist spending.

"Burberry has successfully gone through its first brand revival chapter. Burberry Forward works. The ball is now in management's court to sustain the recovery, adding spice and oomph to it," commented Bernstein.

Meanwhile, oil major BP (BP.L) agreed to sell a 42% stake in the unit responsible for the redevelopment of four producing oil fields in Iraq's Kirkuk area. The buyer is US-based petroleum group ConocoPhillips, with the deal expected to close by the end of 2026. BP stock gained 1.35%.

In geopolitical news, tensions remained elevated after the conflict between the US and Iran intensified for a sixth consecutive day. Washington expanded its campaign by striking transport and military infrastructure in southern Iran, while Tehran responded with attacks targeting US military facilities and critical infrastructure across the Gulf.

On the economic front, the UK government said Friday that its free-trade agreement with India took effect on Wednesday. The deal will remove or reduce tariffs on 99% of Indian goods entering the UK and 90% of UK products entering India, with officials expecting it to speed up trade between the two countries.

Looking ahead, investors will turn their attention to UK labor market data for May, inflation for June and industrial production figures due next week, following the economy's unexpected expansion in May. Andy Burnham is also set to take office as prime minister next week, succeeding Keir Starmer.

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Update: US Equity Indexes Drop as Chipmakers Push Technology Lower, Iran Warns on Red Sea Chokepoint

(Updates with index/price moves, macroeconomic data, and geopolitical news from the first paragraph.)US equity indexes slumped as a sell-off in chipmakers hit technology, and Iran warned its allies would close the Red Sea crude oil chokepoint if President Donald Trump orders an attack on Tehran's civilian infrastructure.The Nasdaq declined 1.5% to 25,881.95, the S&P 500 fell 0.5% to 7,533.77, and the Dow Jones Industrial Average declined 0.2% to 52,552.97 on Thursday. Communication services and technology led decliners, while consumer staples, health care, and real estate topped the gainers.Shares of Taiwan Semiconductor Manufacturing (TSM) slid 2.3% after the firm earmarked an additional $100 billion to increase its chipmaking capacity in the US, raising its total planned investment to $265 billion, Bloomberg reported Thursday, citing a US official. Taiwan Semiconductor also reported Q2 results on Thursday, with year-over-year earnings and net revenue rising and Q3 sales guidance beating consensus.Among stocks with market capitalization exceeding $200 billion each, 13 out of the bottom 20 names were from the technology sector, according to data compiled by Finviz. Almost half of the decliners were semiconductor firms, the data showed. The worst performer was SanDisk (SNDK), down about 12.6%.In geopolitical news, the US military launched a sixth consecutive night of strikes on Iran, with the country's media reporting explosions on Qeshm Island, Bandar Abbas, and Chabahar, according to Al Jazeera, a Middle Eastern broadcaster.The Iranian military has warned "all infrastructure in the region will be crushed under steel blows" if the US carries out its threat to attack Iran's civilian sites, the Al Jazeera report said. Iran has asked Yemen's Houthi movement to stand ready to close the Red Sea oil route if the US strikes Iranian power infrastructure, Reuters reported, citing three sources.Total volumes of petroleum transiting Bab el-Mandeb amounted to 7.4 million barrels per day in June, or about 7% of global oil output, up from 4.2 million bpd a year ago, MarineLink reported, citing Kpler data.The front-month US West Texas Intermediate fell 0.7% to $79.08 a barrel, hovering around its highest in about a month amid a rally that began after the US renewed strikes on Iran a week ago. North Sea Brent futures retreated 0.7% to $84.34 a barrel, close to its month-high.Iraqi crude loadings more than doubled to average roughly 1.2 million barrels per day in the first half of July, Reuters reported, citing Kpler data and a source with direct knowledge of the flows, as exports accelerated following months of restricted shipments.Most US Treasury yields rose, with the 10-year up 1.2 basis points to 4.56% and the two-year climbing 1.7 basis points to 4.15%.In precious metal markets, gold futures retreated 1.8% to $3,980.5, and silver futures dropped 2.8% to $55.84.In economic news, US retail sales rose by 0.2% in June, as expected in a Bloomberg-compiled poll and following the previous month's revised 1.0% increase.US initial jobless claims fell to a level of 208,000 in the week ended July 11 from an upwardly revised 216,000 level in the previous week, compared with expectations for a level of 217,000 in a survey of analysts compiled by Bloomberg.

Dow JonesNasdaq CompositeS&P 500$SNDK$TSM
Asia Markets

Update: Technology Slide Pushes Nasdaq, S&P 500 Lower

(Updates with index/price moves, macroeconomic data, and geopolitical news from the first paragraph.)US equity indexes traded mixed as a sell-off in chipmakers pushed technology sharply lower, while UnitedHealth's (UNH) strong Q2 results helped lift the price-weighted Dow Jones Industrial Average.The Nasdaq declined 0.9% to 26,021.1, and the S&P 500 fell 0.3% to 7,548.3 after midday Thursday. The Dow Jones Industrial Average was up by less than 0.1% to 52,691.5.Consumer staples, healthcare, and real estate topped the gainers, while technology slumped, down 1.9% intraday.Shares of Taiwan Semiconductor Manufacturing (TSM) slid 3.1% after the firm earmarked an additional $100 billion to increase its chipmaking capacity in the US, raising its total planned investment to $265 billion, Bloomberg reported Thursday, citing a US official. Taiwan Semiconductor also reported Q2 results on Thursday, with year-over-year earnings and net revenue rising and Q3 sales guidance beating consensus.Among stocks with market capitalization exceeding $200 billion each, 15 out of the bottom 20 names were from the technology sector, according to data compiled by Finviz. Half of the decliners were semiconductor firms, the data showed. The worst performer was SanDisk (SNDK), down 11%.In company news, UnitedHealth's shares jumped 3.1%, making it one of the Dow's top gainers, after the company posted higher Q2 adjusted earnings and revenue and raised its 2026 adjusted EPS outlook.In geopolitical news, the Iranian military warns "all infrastructure in the region will be crushed under steel blows" if the US carries out its threat to attack Iran's civilian sites, Al Jazeera, a Middle Eastern broadcaster, reported. Iran has asked Yemen's Houthi movement to stand ready to close the Red Sea oil route if the US strikes Iranian power infrastructure, Reuters reported, citing three sources.The front-month US West Texas Intermediate fell 0.3% to $79.35 a barrel, and global benchmark North Sea Brent slipped 0.1% to $84.83 a barrel.Most US Treasury yields rose, with the 10-year up 2.8 basis points to 4.57% and the two-year climbing four basis points to 4.16%.In precious metal markets, gold futures retreated 1.4% to $3,995.1, and silver futures dropped 2% to $56.32.In economic news, US retail sales rose by 0.2% in June, as expected in a Bloomberg-compiled poll and following the previous month's revised 1.0% increase. Excluding a 1.9% increase in motor vehicle sales, retail sales were down 0.2% compared with an expected 0.1% decrease. That followed a 1.0% increase in May. Removing both motor vehicles and a 5.3% decline in gasoline station sales, retail sales were up 0.4% in June after a 0.8% increase in May.US initial jobless claims fell to a level of 208,000 in the week ended July 11 from an upwardly revised 216,000 level in the previous week, compared with expectations for a level of 217,000 in a survey of analysts compiled by Bloomberg. The four-week moving average fell by 4,750 to 214,250.Pending home sales fell by 5.4% in June, well below the 0.5% decrease expected in a survey compiled by Bloomberg as of 7:30 am ET and following a 3.5% increase in May, according to the National Association of Realtors. The monthly sales index was down 0.3% from June 2025."The highest mortgage rates in nearly a year and the record-high national median home price together are contributing to a tepid housing market that is especially difficult for first-time homebuyers," NAR Chief Economist Lawrence Yun said. "However, job gains can help support housing demand."

Dow JonesNasdaq CompositeS&P 500$SNDK$TSM$UNH
Asia Markets

Exchange-Traded Funds, US Equities Mixed After Midday

Broad Market IndicatorsBroad-market exchange-traded fund IWM edged higher and IVV fell. Actively traded Invesco QQQ Trust (QQQ) dropped 1.4%.US equity indexes traded mixed as a sell-off in chipmakers pushed technology lower, while UnitedHealth's (UNH) strong Q2 results helped lift the Dow Jones Industrial Average.EnergyIShares US Energy ETF (IYE) and the State Street Energy Select Sector SPDR (XLE) each added 0.8%.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) fell 2.3%; iShares US Technology ETF (IYW) shed 1.8%, and iShares Expanded Tech Sector ETF (IGM) declined 2.1%.The State Street SPDR S&P Semiconductor (XSD) tumbled 5.7, and iShares Semiconductor (SOXX) fell 4.3%.FinancialThe State Street Financial Select Sector SPDR (XLF) rose 0.2%. Direxion Daily Financial Bull 3X Shares (FAS) advanced 0.5%, and its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), declined 0.6%.CommoditiesCrude oil slipped 0.9%, and the United States Oil Fund (USO) fell 1.7%. Natural gas dropped 2.8%, and the United States Natural Gas Fund (UNG) lost 2.9%.Gold on Comex fell 1.3%, and the State Street SPDR Gold Shares (GLD) declined 1.7%. Silver dropped 1.8%, and iShares Silver Trust (SLV) slumped 3% lower.ConsumerThe State Street Consumer Staples Select Sector SPDR (XLP) added 2.4%. The Vanguard Consumer Staples ETF (VDC) rose 2.3%, and iShares Dow Jones US Consumer Goods (IYK) gained 2.4%.The State Street Consumer Discretionary Select Sector SPDR (XLY) rose 0.5%. VanEck Retail ETF (RTH) added 1.9%, and the State Street SPDR S&P Retail (XRT) advanced 1.8%.HealthcareThe State Street Health Care Select Sector SPDR (XLV) rose 2%, iShares US Healthcare (IYH) added 1.8%, and Vanguard Health Care ETF (VHT) gained 1.6%. IShares Biotechnology ETF (IBB) fell 0.5%.IndustrialThe State Street Industrial Select Sector SPDR (XLI) slipped 0.2%. Vanguard Industrials Index Fund (VIS) fell, and iShares US Industrials (IYJ) edged higher.CryptocurrencyIn midday activity, bitcoin (BTC-USD) fell 0.8%. Among cryptocurrency ETFs, ProShares Bitcoin ETF (BITO) shed 0.8%, ProShares Ether ETF (EETH) was down 2.6%, and ProShares Bitcoin & Ether Market Cap Weight ETF (BETH) was 1.2% lower.

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