FTSE 100 Rallies on PM Tariff Talks as Crypto Stocks Jump in Tandem.
The FTSE 100 experienced a significant rally on June 26, 2025, following UK Prime Minister Emma Thornton’s announcement of renewed tariff negotiations with key trading partners, such as the EU and the U.S. This announcement was perceived as a potential catalyst for Britain’s post-Brexit economic trajectory, which has been plagued by persistent trade uncertainties.
The index experienced a significant surge of over 2%, primarily driven by gains in export-oriented sectors such as manufacturing, finance, and technology. This surge was attributed to investor optimism fueled by reduced trade friction and enhanced global cooperation.
Bitcoin Nears $110K as Crypto ETF Inflows Hit Record $1.5B Today.
Global Markets React Positively to Trade Optimism
The tariff talks have positively impacted market sentiment across Europe. As reported by Bloomberg, traders welcomed the UK’s shift towards multilateral trade dialogue, particularly with the EU. Nigel Stanhope, a senior economist at HSBC, expressed optimism, stating that a clear roadmap for lower tariffs could potentially unlock substantial trade volumes.
In addition to the FTSE 100, other significant indices like Germany’s DAX and France’s CAC 40 also experienced gains, indicating a broader market response to the potential for trade normalization.
Crypto Stocks Jump in Tandem With Traditional Market
Interestingly, crypto stocks experienced a surge in value in sync with the FTSE 100, reflecting a surge in investor confidence that extended to risk assets. Bitcoin mining companies such as Argo Blockchain and Hut 8 witnessed a notable increase in their stock prices, with shares rising by 5 to 7% during London trading hours. Consequently, the overall market capitalization of the crypto sector expanded, with Bitcoin approaching $110,000 and Ethereum surpassing $6,000.
Industry analysts believe this reflects a cross-asset bullish sentiment, triggered by the perception of reduced geopolitical and economic friction. CoinDesk reports that investors are viewing trade diplomacy as a macro signal that benefits both fiat and digital assets.`
Sector Leaders – Who Benefited Most
Top gainers in the FTSE 100 included Rolls-Royce (+6.1%), Barclays (+5.4%), and Glencore (+4.7%), all of which are sensitive to global trade dynamics. Crypto-linked tech firms and blockchain startups also enjoyed a significant uptick in volume and valuation.
FTSE 100 performance, combined with crypto enthusiasm, paints a picture of renewed investor appetite amid clearer policy direction.
Outlook: What’s Next for FTSE 100 and Crypto
While the market reaction is optimistic, analysts caution that the sustainability of the rally will depend on the details of the tariff agreements. Market volatility remains a concern as negotiations continue, but the initial momentum has established a bullish tone.
As both traditional and crypto markets gain momentum, investors are closely monitoring the follow-up statements from Downing Street and the UK’s Department for Business and Trade.
Conclusion
The FTSE 100’s rally on PM tariff talks, coupled with the synchronized rise in crypto stocks, underscores the interconnectedness of modern financial markets. As diplomatic and economic strategies converge, investors are placing significant bets on stability and growth. The future trajectory of this rally, whether it heralds the commencement of a prolonged bull run, hinges on the UK government’s successful conversion of these trade discussions into concrete agreements.
