EduInvesting.in | May 12, 2025 – The London Edition
While Wall Street danced like it won the lottery and India triggered fireworks across Nifty, the UK markets calmly adjusted their ties, sipped Earl Grey, and rose a polite 0.59%.
That’s right — the FTSE-100 didn’t roar. It gently nodded. Because apparently, in Britain, even bull markets wait their turn.
🇬🇧 FTSE-100 Snapshot
| Index | Close | Change | % Move |
|---|---|---|---|
| FTSE-100 | 8,604.98 | +50.18 | +0.59% |
| FTSE-250 | ~18,900 | +0.6% | Mild Positivity |
| GBP/USD | 1.2510 | -0.27% | “Global risk-on, but pound said nah” |
While New York went Super Saiyan and Karachi blew past its circuit breaker, London played chess, not checkers.
🔍 Sector Recap: Winners, Losers & Mild Smilers
🪨 Mining Stocks: Digging Profits Like It’s 2006
- Glencore: +6.1%
- Anglo American: +5.5%
Why? Copper & base metal prices soared on hopes of rekindled US-China trade. The miners said:
“Panic buyers love peace. Let’s sell them rocks at a premium.”
Verdict: FTSE’s MVPs today.
💊 Pharma: A Hangover After Defensive Highs
- AstraZeneca: Down
- GSK: Flat-to-sad
Traders rotated out of “safe” and into “cyclical with drama.” As it turns out, investors preferred nickel to needles.
Verdict: Took a paracetamol and sat this one out.
🛢️ Energy: Brent Crude Lit a Spark
- Brent Oil up nearly 3%
- BP & Shell quietly benefited (but no champagne popping)
Verdict: Solid, not spectacular.
🧠 Why FTSE Didn’t Explode Like Everyone Else?
- UK has less tech exposure than the US or India (no Infosys, no Nvidia, just boring stuff like Barclays and Barclays again).
- UK GDP data due May 15 is expected to show flat growth (0.0%) – so everyone’s being cautious.
- BOE isn’t cutting rates anytime soon – they prefer brooding in silence while inflation smoulders.
🌍 Global Fuel That Helped, But Didn’t Ignite
- US–China Tariff Truce: Yes, it helped. But UK traders reacted like, “Jolly good news, I suppose.”
- Commodity Rebound: Good for miners. That’s it.
- Global rally mood: FTSE joined the party but left early to catch the 8:15 to Surrey.
📅 What’s Next for UK Markets?
| Event | Date | Why It Matters |
|---|---|---|
| UK GDP Data | May 15 | Expecting 0% growth. Big oof. |
| BoE Statements | All Week | No rate cuts, just speeches |
| China Data Dump | May 13 | Will drive mining/commodities |
🧾 FTSE Cheat Sheet: May 13 Outlook
| Metric | Expectation |
|---|---|
| Opening | Slight gap-up if metals rise overnight |
| Resistance Levels | 8,650 → 8,700 |
| Support Zones | 8,550 → 8,490 |
| Sector to Watch | Miners, Oil, Banks |
| Risk Meter | Moderate |
🎯 EduInvesting Verdict
“FTSE didn’t party like its peers, but it’s not being left behind either. With strong miners, a stable pound, and cautious optimism, the UK is walking — not running — through this global rally. It’s less Bollywood, more BBC drama. Still good. Just slower.”
