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UK Shares Gain as Market Weighs King's Speech, Political Developments

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London's FTSE 100 closed 0.35% higher on Wednesday as investors assessed political developments in the UK, including King Charles III's Speech and cabinet resignations, while awaiting gross domestic product and other economic data due on Thursday.

"During yesterday's cabinet meeting, PM Starmer reiterated his call that he would stay on despite the number of [members of parliament] wanting Starmer to quit crossing the 81 required to mark a leadership challenge if they coalesced around a candidate. It's important to note that any calls or letters for Starmer to resign don't trigger anything unless MPs explicitly back an alternative candidate. So even as four ministers resigned from government yesterday, it does look increasingly possible that he will see this through for now, with Polymarket odds of Starmer leaving by June 30 down to 33% this morning from as high as 80% on Monday night," Deutsche Bank Research said.

In parliament, the King's Speech outlined the government's legislative agenda for the parliamentary session, including stronger ties with the European Union and measures focused on economic growth, housing, energy security, and public sector reform.

In corporate news, assurance, testing, and certification company Intertek Group (ITRK.L) halted its strategic review as it plans to facilitate Swedish private equity giant EQT with confirmatory due diligence ahead of a final takeover agreement. The stock closed at one of the top spots on the blue-chip index, gaining 5.28%.

"Since we cannot be certain that a firm offer will follow the confirmatory due diligence set to occur through the [put up or shut up] period (likely now extended to 11th June), we lower our rating to Sector Perform [from outperform]," RBC Capital Markets said.

Meanwhile, Spirax Group (SPX.L) was down 1.74% after maintaining its 2026 guidance for organic growth in group revenue while flagging a "weak [industrial production] environment." For the first four months ended April 30, the British thermal energy and fluid technology company logged mid-single-digit organic growth in group revenue, in line with expectations.

Next, investors await GDP numbers for March, which are widely expected to show a yearly ease in economic growth to 0.7% from 1% in February and a monthly contraction of 0.2% after a 0.5% rise previously.

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Asia Markets

US Equity Indexes Mixed Amid Hot Producer Prices, Tech Gains

US equity indexes traded mixed after midday Wednesday as a hot producer price inflation print failed to restrain technology bulls.The Dow Jones Industrial Average fell 0.2% to 49,596.1, while the Nasdaq jumped 1.2% to 26,409.3 and the S&P 500 climbed 0.6% to 7,445.5. Utilities, financials, and real estate led the decliners. Communication services, consumer discretionary, and technology were among the top gainers.Of the top 10 companies with a market capitalization of more than $200 billion, implying a significant sway over indexes, seven were from technology and communication services. In the S&P 500, ON Semiconductor (ON) was among the top outperformers. Nasdaq's leader was Marvell Technology (MRVL), and Nvidia (NVDA) was the second-biggest gainer on the Dow.Nvidia Chief Executive Jensen Huang joined President Trump on his visit to Beijing, a last-minute addition that has raised expectations of progress in stalled talks over H200 AI chip sales to China, Reuters reported Wednesday.Cantor Fitzgerald adjusted its price target for ON Semiconductor to $100 from $95 while maintaining its neutral rating.In economic news, the US Producer Price Index jumped 1.4% in April from a 0.7% gain in March, according to the Bureau of Labor Statistics, beating the 0.5% increase expected in a survey compiled by Bloomberg. After excluding food and energy prices, core PPI surged 1.0% from 0.2%, above the 0.3% advance anticipated.Year-over-year, PPI soared 6.0% in April while core PPI catapulted 5.2%, both above their respective March rates and the strongest readings since December 2022.A hotter-than-expected PPI, coupled with Tuesday's larger-than-expected rise in the consumer price index, underscores not only the price impact already realized, but the additional inflationary pressures still coming down the pipeline, according to a Stifel note."As the administration continues to work for a resolution to the conflict, even with a nearer-term reopening of the Strait of Hormuz or a restoration of global oil supply and flows, given the lag time between oil and gas prices, the brunt of the price pressure may still be felt in the coming months," Lindsey Piegza, Stifel's chief economist, said in the note.Meanwhile, in its closely watched Oil Market Report, the International Energy Agency said the loss of Persian Gulf supply is depleting global inventories at a record pace. Inventories fell by 129 million barrels per day in March and by 117 million bpd in April, though rising output from producers outside of the Gulf is helping to ease the supply shock."With Hormuz tanker traffic still restricted, cumulative supply losses from Gulf producers already exceed 1 billion barrels with more than 14 mb/d of oil now shut in, an unprecedented supply shock," the agency said.West Texas Intermediate crude oil futures slipped 0.3% to $101.90, and Brent crude futures declined 1.5% to $106.19.US Treasury yields were mixed, with the 10-year up one basis point to 4.48%. The two-year rate was steady at 3.99%.In precious metals, gold futures rose 0.5% to $4,711.1, and silver futures jumped 5% to $89.84.

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Asia Markets

Exchange-Traded Funds, US Equities Mixed After Midday

Broad Market IndicatorsBroad-market exchange-traded fund IWM edged lower and IVV rose. Actively traded Invesco QQQ Trust (QQQ) added 0.9%.US equity indexes traded mixed in midday trading on Wednesday amid a hot producer price inflation print.EnergyIShares US Energy ETF (IYE) and the State Street Energy Select Sector SPDR (XLE) each lost about 0.5%.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) rose 0.9%; iShares US Technology ETF (IYW) gained 1.4%, and iShares Expanded Tech Sector ETF (IGM) was up 0.9%.The State Street SPDR S&P Semiconductor (XSD) climbed 3.3%, and iShares Semiconductor (SOXX) was up 2.4%.FinancialThe State Street Financial Select Sector SPDR (XLF) fell 1.1%. Direxion Daily Financial Bull 3X Shares (FAS) declined 3%, and its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), advanced 3.1%.CommoditiesCrude oil fell 0.5%, and the United States Oil Fund (USO) lost 1.1%. Natural gas rose 0.3%, and the United States Natural Gas Fund (UNG) added 1%.Gold on Comex was up 0.5% and the State Street SPDR Gold Shares (GLD) slipped 0.3%. Silver climbed 5%, and iShares Silver Trust (SLV) added 2.6%.ConsumerThe State Street Consumer Staples Select Sector SPDR (XLP) dipped 0.2%. The Vanguard Consumer Staples ETF (VDC) shed 0.2%, and iShares Dow Jones US Consumer Goods (IYK) fell 0.2%.The State Street Consumer Discretionary Select Sector SPDR (XLY) gained 0.6%. VanEck Retail ETF (RTH) fell 0.1%, and the State Street SPDR S&P Retail (XRT) was down 1.4%.HealthcareThe State Street Health Care Select Sector SPDR (XLV) added 0.3%, iShares US Healthcare (IYH) rose 0.2%, and Vanguard Health Care ETF (VHT) gained 0.3%. IShares Biotechnology ETF (IBB) was down 0.3%.IndustrialThe State Street Industrial Select Sector SPDR (XLI) fell 0.4%. Vanguard Industrials Index Fund (VIS) and iShares US Industrials (IYJ) were also lower.CryptocurrencyIn midday activity, bitcoin (BTC-USD) dropped 1.9%. Among cryptocurrency ETFs, ProShares Bitcoin ETF (BITO) shed 2.2%, ProShares Ether ETF (EETH) was down 1.6%, and ProShares Bitcoin & Ether Market Cap Weight ETF (BETH) was 1.5% lower.

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Asia Markets

Swiss Market Index Remains in Green; Adecco Tumbles

The Swiss Market Index remained in the green on Wednesday, closing 0.71% higher, as earnings updates from corporate majors and economy-related data prints poured in.Zurich Insurance Group's (ZURN.SW) insurance revenue from its property and casualty segment climbed to $12 billion in the three months ended March 31 from the year-ago $10.78 billion, while gross written premiums climbed 17% on a reported basis to $15.56 billion. The life insurance business delivered a 5% reported growth in gross written premiums and deposits to $9.85 billion. Zurich's stock gained 4.07% at closing."All our businesses started the year strongly, with growth accelerating across targeted business lines and customer segments, including Specialty, Middle Market and Life Protection. Combined with our geographic diversification, these results highlight the resilience of our business model and the strength of our franchise," Group Chief Financial Officer Claudia Cordiol said. "Thanks to our strong capital position, we are well positioned to navigate the current uncertain environment and stay on track to meet or exceed our 2027 targets."On the flip side, Adecco (ADEN.SW) saw its shares fall 16.67% as it booked a year-over-year decline in gross profit to 1.06 billion euros from 1.08 billion euros in the first quarter, with gross profit margin down 60 basis points to 18.8%, negatively impacted by currency effects. The Swiss recruitment services company's revenue and net income attributable to shareholders, on the other hand, grew 2% and 16% over the period, respectively.On the defense front, Switzerland maintained its suspension of payments to the US for Patriot missile systems amid a further delay in delivery and higher costs due to the ongoing war in the Middle East. The Swiss government said it is reviewing potential options presented by the US and is awaiting feedback from five other suppliers of long-range, ground-based air defense systems from Germany, France, Israel, and South Korea.Elsewhere and in economic news, the euro area's seasonally adjusted gross domestic product inched up 0.1% in the first quarter, after a 0.2% increase in the prior three-month period, according to Eurostat's second estimate. Meanwhile, flash data showed that the number of employed individuals in the euro area ticked up 0.1% in the first quarter following a 0.2% rise in the previous quarter.The SIX Swiss Exchange is set to reopen on Friday after tomorrow's Ascension Day holiday.

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