Economic news

UK Shares Mixed as Miners, Yields Offset Homebuilder Rally

Sept 28 (Reuters) - London's FTSE 100 inched lower on Monday as weaker metal prices and rising bond yields ​kept risk appetite in check, while a rally in homebuilders, after ‌the British government announced an incentive scheme for first-time homebuyers, lifted the FTSE 250.

The blue-chip FTSE 100 index closed 0.10% lower to 10,684.88 points, while the midcap FTSE 250 climbed ​0.31%.

  • The precious metals sector declined 4.9%, while industrial miners dropped 1.2% on ​lower gold and copper prices.

  • Gold miners Fresnillo and Endeavour Mining ⁠dropped 5.1% and 4.4%, respectively, while copper miners Glencore shed 1.7% and ​Anglo American slid 1.9%.

  • Oil prices climbed more than 3% after the US rejected ​an Iran peace plan, reinforcing inflation fears and higher interest rates worldwide.

  • Reflecting those concerns, the yield on the British 10-year government bond rose to its highest since July 2007.

  • Separately, ​Bank of England Deputy Governor Dave Ramsden said persistently high inflation was having ​an impact on his thinking about interest rates.

  • Traders are expecting at least one quarter-point rate hike by ‌the ⁠BoE this year, according to data compiled by LSEG.

  • The household goods & home construction index surged 10% to a six-month high helping limit losses on the FTSE 100, after the government confirmed plans to include a loan programme in next month's budget to boost ​home sales.

  • “The UK government's ​new equity ⁠loan scheme could be the catalyst the UK homebuilding sector has been waiting for. While the finer details will ​matter, anything that lowers the deposit barrier for first-time buyers ​should translate ⁠into stronger demand", Jack Fletcher-Price, equity analyst at Morningstar, said.

  • Barratt Redrow jumped 11.7%, while Persimmon, Taylor Wimpey and Bellway added between 15% and 10%, boosting the domestically focused ⁠FTSE ​250.

  • Ladbrokes owner Entain slid 5% after warning Brazil's ban ​on online sports betting and gaming would hurt its 2026 online gaming revenue growth.

Reporting by Anand ​Gopal and Avinash P in Bengaluru; Editing by Harikrishnan Nair and Andrew Heavens

Source: Reuters


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