
London’s FTSE 100 slipped 0.67% to finish at 10,402.44 on Thursday, even after brushing a record intraday peak of 10,535.76. Schroders surged on takeover chatter, but the pop wasn’t enough to keep the broader index afloat by the bell.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.