GOOOAL! Brexit Boost? London Stocks Score Big While Trump's Tariffs Flounder

Magic in London? Not Just on the Pitch!

¡Hola amigos! Leo Messi here your friendly neighborhood footballer trading my boots for a bit of banter about the *mercado*. Seems like while everyone's doing the tango with Trump's tariff tantrums London's stocks are having a fiesta! The FTSE 100 is up 4.8% since the start of the year and rumour has it it's on track for its longest winning streak. They say 'The ball is round and the game lasts ninety minutes'. Well this rally seems to be lasting longer than a Barca Real clásico!

Domestic Bliss or Brexit Bounce?

Even the FTSE 250 that's more about local London flavor is getting in on the action. Seven straight days of gains? That's almost as impressive as my seven Ballon d'Ors... *almost*. I heard that SSP Group Haleon and Melrose Industries saw their prices increase by 4% 3.8% and 3.6% respectively! Honestly if I knew this stuff paid as well as scoring goals I might've considered a career change maybe. But like I always say 'You have to fight to reach your dream. You have to sacrifice and work hard for it.'

Trump's Trade Wars: England's Safe Zone?

Apparently all this is because the UK is playing it cool with the whole Trump tariff circus. Naeem Aslam from Zaye Capital Markets says London is 'shielded'. Who knew Brexit could be a tactical masterclass? Maybe they should hire me as a consultant! I mean I’m pretty good at finding spaces where nobody expects me to be. The U.K. has a 'good chance' of forging a trade deal with the U.S. that would give the U.K. further reprieve from the duties.

Defensive Dribbling: Healthcare and Energy Steal the Show

The big boys the defensive stocks – healthcare energy consumer staples – they’re the ones scoring the real goals. People are running to them like I run towards the goal when I see an open net. High dividend yields robust corporate results and a surprisingly resilient UK economy are all fueling the fire. I am no finance expert but I know how to spot talent and these companies are it! Aslam told CNBC on Friday that the FTSE 100's upward momentum could continue if defensive stocks remain in favor.

Caution! The Pitch Isn't Always Perfect

But hold on don't go betting your *asado* money just yet. Aslam warns of risks. The FTSE 100 might be overbought whatever that means and a stronger pound could make things tricky for exports. Geopolitical hotspots or revived tariff tensions may upset momentum. You know the usual drama. Sometimes you feel like you are winning and then you lose... It is part of the game of soccer!

8,900 Points?! Is This the Next World Cup?

Still there's talk of the FTSE 100 hitting 8,900 points by next month! That's almost as exciting as winning the World Cup...almost. Susannah Streeter from Hargreaves Lansdown thinks the index has potential to extend its record run. Bank of America strategists ranked the UK as its 10 th best performing equity market with returns of 12.6% from the beginning of the year to the end of April. Bob Huxford from SEC Newgate also adds that volatility in U.S. equity markets presents British capital markets with an opportunity to regain some of the ground lost to the U.S. in recent years. So keep your eyes on the ball folks. This might just be the comeback story we've all been waiting for!