{"id":140986,"title":"FTSE 100 closes lower amid oil and bond market pressure","publisher":"Share Talk","author":"sharetalk","published":"2026-09-24T16:22:15+00:00","modified":"2026-09-24T16:22:15+00:00","canonical_url":"https://www.share-talk.com/ftse-100-closes-lower-amid-oil-and-bond-market-pressure/","markdown_url":"https://www.share-talk.com/ftse-100-closes-lower-amid-oil-and-bond-market-pressure.md","json_url":"https://www.share-talk.com/ftse-100-closes-lower-amid-oil-and-bond-market-pressure.json","category":"Blogs","categories":["Blogs","Technology","Technology, Media & Telecoms"],"tags":["Asia","Bangkok","Denmark","Endeavour Mining","Fed","Federal Reserve","Finland","FRANCE","FTSE 100","GERMANY","Glencore","Greenland plan","Hong kong","Japan","London","Manila","mining stocks","Mumbai","Nasdaq Composite","NATO alliance","Netherlands","Nikkei 225","Norway","S&P 500","shanghai","Singapore","Sweden","Sydney","Taiwan","UK","United States","Wall Street"],"featured_image":"https://i0.wp.com/www.share-talk.com/wp-content/uploads/2026/09/b5d59af4-ba0d-4665-b5cb-ba0eef0b4f40.png?fit=1727%2C911&ssl=1","format":"news","language":"en-GB","content":"The **FTSE 100 closed 25.27 points, or 0.2%, lower at 10,679.99 on Thursday**, while the FTSE 250 fell **0.9% to 24,154.32** and AIM declined 1.1%.\n\nEuropean markets were also weaker, with the CAC 40 down 0.5% and Germany’s DAX falling 0.6%. Wall Street remained under pressure by the London close, with the **Dow down 0.7%, S&P 500 off 0.5% and Nasdaq 0.8% lower**.\n\nThe main macro pressure came from the combination of **elevated government bond yields and another sharp rise in oil prices**. The US 10-year Treasury yield climbed to **5.11% from 5.08%**, while the 30-year yield rose to 5.45%.\n\nAt the same time, **Brent crude jumped to $107.25 a barrel from $102.74 on Wednesday**, rekindling concerns that higher energy costs could sustain inflation and keep central banks tightening monetary policy.\n\nExpectations for another **25-basis-point Federal Reserve rate increase next month rose to around 75%**, according to market pricing cited in the report, after stronger US activity data reinforced the view that the economy can tolerate higher rates.\n\nHigher oil provided support to London’s energy heavyweights. **BP gained 2.6%, Shell rose 1.7% and Ithaca Energy added 2.0%**, helping cushion the wider FTSE 100 decline.\n\nElsewhere, **Raspberry Pi surged 20%** after reporting record first-half results and forecasting full-year EBITDA ahead of market consensus. JD Sports rebounded 3.4%, while Rentokil Initial fell 4.3% and Computacenter lost 4.4%.\n\nVistry ended down 3.1% after outlining a restructuring plan that will reduce its operating regions and target around **12,000 annual completions** over the medium term.\n\nThe sharper market implication is that the current weakness is increasingly being driven by **macro conditions rather than isolated corporate disappointments**. If oil remains above $100 and US Treasury yields stay around 5% or higher, equity valuations are likely to remain under pressure even if company earnings remain resilient, leaving **energy shares relatively supported while property, consumer, technology and highly leveraged companies face a tougher backdrop**.\n\n**Investor takeaway:** London equities remain caught between support from energy stocks and pressure from rising bond yields. Brent above $107 is boosting BP and Shell, but higher borrowing costs and renewed inflation risk are weighing more broadly on valuations, particularly across the FTSE 250 and other rate-sensitive shares."}