The FTSE 100 traded 0.2% lower on Monday as renewed tariff threats from US President Donald Trump weighed on global risk sentiment. Trump’s comments linked to Greenland have brought trade policy back into focus for investors, pressuring more cyclical parts of the market. Even so, the UK index is holding up better than many European peers, reflecting its more defensive mix of sectors. Healthcare and consumer staples are helping to limit losses, with AstraZeneca (0.5%) and Unilever (0.6%) both modestly higher. Precious metals miners are among the strongest performers, with Fresnillo up nearly 5% and Endeavour Mining gaining around 2.7%. Other miners such as Antofagasta, Glencore and Rio Tinto are also higher by roughly 0.6% to 0.8%. Defence stocks are adding further resilience, with BAE Systems up 1.6% and Babcock International rising 1.1%. These gains are offsetting weakness in banking shares, which tend to be more sensitive to economic and trade-related uncertainty.
