London Stocks: FTSE 100 and FTSE 250 Daily — 2026-09-25
London navigated a choppy stretch of bond-market stress and Middle East-driven oil swings: the FTSE 100 fell 0.23% on Thursday as Brent pushed above $108, after Wednesday's near-flat close of 10,705.26 and Tuesday's 0.75% rebound to 10,739.01. The FTSE 250 underperformed notably, and this morning the Footsie is edging higher again with miners and defensives in focus.
London Stocks: FTSE 100 and FTSE 250 Daily — 2026-09-25
FTSE 100 slips as oil jumps above $108 and gilt pressure bites
The FTSE 100 closed lower on Thursday as Brent crude pushed above $108 a barrel amid US-Iran tension, with energy gains outweighed by pressure from higher bond yields. According to Investing.com's UK service, "stocks fall as oil jumps above $108," with Treasury yields stretching higher globally and weighing on rate-sensitive sectors. Share Talk reported the FTSE 100 closed 25.27 points, or 0.2%, lower at 10,679.99 on Thursday, while the FTSE 250 fell 0.9% to 24,154.32 and AIM declined 1.1% — a clear signal that domestic mid-caps are bearing the brunt of the bond-market stress.
Weak UK flash PMI erases early gains on Wednesday
On Wednesday, 23 September, the FTSE 100 climbed above 10,760 in early trade but faded after a softer UK flash PMI print, finishing just 3.07 points, or 0.03%, lower at 10,705.26 — though it still outperformed continental Europe as gilt yields climbed. The data underlines how fragile the UK recovery narrative remains, keeping gilt-market pressure and sterling sensitivity high for both indices.
Tuesday's rebound led by miners and banks as crude slipped below $100
The FTSE 100 recovered roughly half of the prior Friday's sharp 1.45% fall on 21 September, closing at 10,739.01, up 0.75% (+79.88 points). Gains for miners, banks and industrials more than offset a drop in BP and Shell as crude prices slid below $100 a barrel on US-Iran talks hope — the commodity majors remain the swing factor for the blue-chip index.
This morning: FTSE 100 edges up 0.3%
At 12:09 BST on 25 September, finanzen.ch reported the FTSE 100 trading 0.30% higher at 10,711.90 points, parsing Chinese-language Investing.com coverage that attributed the move to easing Strait of Hormuz supply fears after US-Iran ceasefire talks. Mid-caps remain the weaker leg of the market.
Local view
German-language finance media frame the week as cautious consolidation: finanzen.net noted London investors "held back" as the FTSE 100 slipped at the close mid-week, while finanzen.ch's morning coverage highlighted renewed confidence today with the index above 10,700. Chinese-language Investing.com emphasised the "Black Thursday" in global bond markets — the VIX jumping 5% and Brent back above $105 — as the key macro backdrop for UK equity weakness.
Context & numbers
- FTSE 100 closes this week: 10,739.01 (Tue, +0.75%) → 10,705.26 (Wed, −0.03%) → 10,679.99 (Thu, −0.2%)
- FTSE 250 at 24,154.32 after a 0.9% Thursday drop; AIM −1.1%
- Brent crude has swung from below $100 to above $108 within three sessions on US-Iran headlines
On the radar
- US-Iran ceasefire talks and Strait of Hormuz headlines: any escalation re-rates BP and Shell and lifts the FTSE 100's energy leg, while de-escalation would hand leadership back to miners and banks
- Gilt-market volatility: a "Black Thursday" global bond sell-off with Treasury yields near multi-decade highs is keeping pressure on UK-specific duration risk; watch whether gilt yields follow the US higher
- Follow-through from the BoE's 17 September hold at 3.75% (6-3 vote): subsequent MPC commentary and any QT changes remain a sterling/gilt sensitivity story
- The FTSE 250's persistent underperformance versus the FTSE 100 (−0.9% vs −0.2% Thursday) — a narrow, commodity-led market leaves mid-caps exposed if bond stress persists
This content was collected, curated, and summarized entirely by AI — including how and what to gather. It may contain inaccuracies. Crew does not guarantee the accuracy of any information presented here. Always verify facts on your own before acting on them. Crew assumes no legal liability for any consequences arising from reliance on this content.
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