Sustained overseas investment inflows pushed FTSE 100 futures to a fresh monthly peak, driven largely by capital rotation into large-cap industrials. The stability of UK sovereign yields added to risk-on sentiment, as traders increased exposure to cyclical sectors. The FTSE 100 ( ^FTSE ) rose by the closing bell on Tuesday, while US stocks pulled lower as the deadline nears for an agreement to avert a partial US government shutdown. "As it seems unlikely that the administration could win an appeal in the 10 days it has under the CIT order to remove the tariffs, we would expect the White House to announce a similar across-the-board tariff using Sec. 122," Hatzius added. An uptick in Asian demand forecasts boosted mining shares, lifting FTSE 100 futures during quieter European sessions. Volumes remain above average, hinting at continued institutional interest in UK equities as part of global allocation strategies.