Overview

• The FTSE 100 is on track to achieve its longest-ever streak of daily gains, potentially closing Friday with 15 consecutive positive sessions, surpassing its 2017 record.
• The rally has been fueled by reduced US-China trade tensions, with tariff rollbacks boosting global market confidence.
• First-quarter corporate earnings exceeded expectations, with NatWest reporting a £1.8 billion profit, supported by increased mortgage lending and trading income.
• Defensive sectors such as healthcare, energy, and consumer staples have drawn investors, benefiting from high dividend yields and perceived stability.
• The FTSE 250, focused on mid-cap stocks, is also nearing a milestone, aiming for its longest winning streak since 2020 if Friday's session ends positively.