London’s FTSE One Hundred reversed earlier losses and moved into positive territory after a speech by United States President Donald Trump reassured investors about the direction of economic and trade policy.

The benchmark index had opened lower amid cautious global sentiment, but sentiment shifted during the session as markets digested Trump’s remarks, which emphasised economic growth, industrial strength and a firm commitment to global stability.

Investors appeared encouraged by signals that the US administration intends to prioritise pro-business policies, predictable trade relations and energy security, factors seen as supportive for global equities.

Trump’s address was widely interpreted as reinforcing continuity in economic leadership and reducing near-term policy uncertainty, prompting renewed buying across several sectors in London, including financials, mining and industrial stocks.

Mining and commodity-linked shares were among the strongest performers as optimism grew around global demand and infrastructure investment, while banking stocks also advanced on expectations of sustained economic expansion and stable interest rate conditions.

Defensive sectors, which had initially attracted flows during early market weakness, lagged as risk appetite improved.

Market participants noted that the FTSE One Hundred’s recovery reflected both relief at the absence of destabilising policy signals and confidence in the resilience of large, internationally exposed UK companies.

Analysts said Trump’s emphasis on economic strength and strategic clarity helped stabilise broader European markets, with London benefiting from its heavy weighting toward global exporters and dollar-sensitive firms.

By the close of the session, the index had erased its earlier decline, underscoring how quickly investor sentiment can shift in response to political leadership perceived as supportive of growth and market stability.