Markets Cool as Truce Rally Eases | CityCast AM – Tue 13 May 2025

The FTSE 100 is expected to open 33 points lower after a strong start to the week, as investor appetite for risk moderates. Monday's rally—driven by US-China trade relief and strong gains in mining and tech stocks—is giving way to a more cautious tone.In today’s episode, we recap Monday’s standout performers, including Raspberry Pi and Standard Chartered, and look at what’s driving the pullback. Plus: why defensive sectors may catch a bid, and what’s next for commodities, gold, and sterling as global markets digest the truce terms.Get your daily five-minute City open preview with CityCast AM.⏱️ Timestamps:00:00 – Intro: Cautious tone to start Tuesday00:25 – FTSE 100 set to open down 33 points00:45 – Recap: Monday’s rally in mining, tech, Raspberry Pi, and banks01:45 – Sentiment shift: Truce priced in, focus turns to follow-through02:25 – Global reaction: Asian markets mixed, US futures flat03:10 – Sector watch: Defensive names and gold back in play04:10 – Today’s watchlist: Energy prices, UK data, and Fed speakers04:50 – Wrap-up: What to expect in the day ahead