London Markets: U.K. Stocks Fall To 10-month Low In Global Market Rout

U.K. stocks dropped and headed for their lowest close in almost 10 months on Tuesday, tracking a selloff in the U.S. where stocks fell by the most in more than six years.

What are markets doing?

The FTSE 100 index UKX, -2.02%  fell 1.6% to 7,218.50, setting it on track for its lowest close since April 2017, according to FactSet data. The index traded as low as 7.079.41 — a 3.5% decline — but started to trim losses as U.S. stock futures swung into positive territory.

The pound GBPUSD, +0.0645%  rose to $1.3991 from $1.3954 late Monday in New York.

What is driving the market?

Stocks in the U.K. and Europe tumbled on Tuesday morning following a bloodbath on Wall Street on Monday, when the Dow Jones Industrial Average DJIA, -4.60%  suffered its biggest one-day point drop ever and ended 4.6% lower for the day.

The selloff came as rising bond yields and hints that U.S. inflation is rising faster than expected fueled concerns the Federal Reserve could raise interest rates more quickly than currently anticipated. Analysts also noted that stocks globally have rallied to all-time highs earlier in the year, setting the markets up for an overdue pullback.

Stocks in Asia followed suit, with Japan’s Nikkei 225 index NIK, -4.73%  closing down 4.7%.

What are strategists saying?

“While the roots and drivers [of the selloff] are sure to be discussed for days, it looks to emanate from a perfect storm of reasons including, but not restricted to, a strong 2017 rally extending into January, low volatility, low interest rates, over-optimism and complacency, over-leverage and financial engineering, all coming to a head as investors react to the possibility of higher/faster interest rates rises with bond yields creeping higher to jeopardize the current market situation,” said Mike van Dulken, head of research at Accendo Markets, in a note.

Which stocks are in focus?

Shares of BP PLC BP., -1.07%  dropped 1.3% after the oil giant reported its first quarterly loss since mid-2016, weighed down by one-off charges relating to the company’s 2010 blowout in the Gulf of Mexico and the U.S. tax overhaul.

Hargreaves Lansdown PLC HL., -3.00%  fell 1.8% even after the investment manager said pretax profit rose 12% in the fiscal first half.

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