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UK Shares Rally Further as Oil Drops; Midcaps Ggain

  • Oil majors Shell and BP fall as oil prices drop on ​US-Iran talks progress
  • Hollywood Bowl and Pets at Home lead gains on midcap index
  • Defence ‌stocks gain ahead of UK-Polish treaty
  • FTSE 100 up 0.2%, FTSE 250 up 0.8%

May 27 (Reuters) - UK shares edged higher on Wednesday as hopes of a resolution to the Iran war pushed down crude prices and lifted risk ​appetite, with upbeat updates from Pets at Home and Hollywood Bowl driving gains in the ​midcap index.

The blue-chip FTSE 100 index rose 0.2% to 10,509.08 points in ⁠the mid-session trading, advancing for the eighth straight session. The midcap FTSE 250 added 0.8%, ​inching towards a three-month high.

  • UK's defence stocks rose ahead of the signing of new UK-Polish defence ​and security treaty on Wednesday, part of Prime Minister Keir Starmer's efforts to bolster ties with the rest of Europe.

  • Rolls-Royce gained 2% and Chemring advanced 2.7%, while the defence sub-Index added 1.3%.

  • Easing bets of rate hikes ​in the UK have helped prop up the domestic share rally with the FTSE 100 ​now within 4% of its late-February record high.

  • Traders have priced in one quarter-point interest rate increase by the ‌Bank ⁠of England before the end of the year with a 50% chance for another similar-sized move.

  • The most up-to-date snapshot of UK consumer behaviour showed British grocery inflation eased to 3.1% in the four weeks to May 17, its slowest rate of increase since December 2024, with the full ​impact of the Iran ​conflict yet to reach ⁠supermarket prices.

  • Shell and BP dropped about 2% each, tracking a slide in oil prices as traders assessed progress in US-Iran talks.

  • Hollywood Bowl jumped ​nearly 15% to the top of the FTSE 250 index after ​the leisure ⁠bowling operator reported higher spend per game in both UK and Canada and announced a new £5 million share buyback.

  • Pets at Home rose 6.2% after reporting its retail sales returned to growth in the fourth ⁠quarter ​and have accelerated since.

  • Amazon said it invested over £15 billion in Britain ​in 2025, keeping it on track for its £40 billion plan through 2027, as it expanded sites, studios and drone ​delivery trials in its third-largest market globally.

Reporting by Medha Singh in Bengaluru; Editing by Vijay Kishore

Source: Reuters


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