“The market now is saying ‘we’re a bit concerned about what is going on in North Korea’,” says market commentator Matt Brown in Friday’s London Finance show.
“This seems to be a catalyst for the markets to pull back from all-time highs. The question is, is this a buying opportunity or part of a continued downtrend?
“If this downward trend continues, I think it could go quite a bit lower.”
Elsewhere, mining giant Rio Tinto PLC (LON:RIO) is Brown’s stocks to watch as it sits atop of the FTSE 100 losers list.
Fox Marble Holdings PLC (LON:FOX) is his one to watch on AIM after it signed a new US distribution deal yesterday.
There’s also a look across to the currency markets and to Berenberg’s price target upgrade for Just Eat PLC (LON:JE.).