Miners and industrial metals stocks were the main drag on the London Stock Market on Tuesday, while dollar-dominated group's benefitted from the weak pound.
Oil and gas companies were the main upward force among London stocks on Monday, while drags came from automotive, tobacco and beverages.
According to Oxford Economics, Washington's 25% tariffs on $50bn-worth of Chinese goods and an identical response from Beijing will only lower the two countries' rate of growth by between one and two tenths of a percentage point in 2018 and 2019.
There clearest sector pictures on Friday were declines of miners and gains for defensive stocks.
Cyclicals paced gains on the market on Wednesday, with Miners doing best, boosted by US dollar weakness after the chief economist of the world's second most important central bank failed to show his characteristically dovish side.
It was a simple case of 'chemistry' at the end of the week, with Chemicals and Tobacco poles apart as investors traded in defensives such as the latter for the promise of growth in the former.
Mining and Oil & Gas shares were at the bottom of the pile on Wednesday, after US President Donald Trump poured cold water on hopes for a fast solution to trade frictions between China and the US.
Energy shares have run too far too fast, analysts at Deutsche Bank told clients on Tuesday as they downgraded the space to 'underweight'.
Bond proxies such as Personal Goods (Unilever) or interest rate sensitive stocks (Construction, CRH) fared best at the end of the week, amid weakness in the pound and a sharp drop in longer-term Gilt yields.
News that Ocado had inked a partnership agreement with US chain Kroger light a fire under the market and the wider sector on Thursday, pushing Food & Drug Retailers to the top of the leaderboard.
Oil & Gas names performed best on Tuesday as traders continued pushing crude oil futures higher in the face of simmering geopolitical tensions.
Miners, retailers and banks were on the up on Thursday, while telecoms was the main faller.
Oil-related sectors were lifted on Wednesday as crude oil prices climbed back up to three-and-a-half-year highs after Donald Trump confirmed that the US will be withdrawing from the Iran nuclear deal and sanctions will be restored.
Shares in Evraz continued to ride higher on the coattails of rising prices for steel, establishing a fresh 52-week high in the process and helping to push the Industrial Metals&Mining sector sub-index to the top of the leaderboard.
Commodity-related sectors performed best on Wednesday, boosted by slightly stronger than expected readings on Chinese and euro area manufacturing sector activity in April.
Metals and mining led the way again on Thursday, as Evraz bounced back from recent falls, while non-life insurers were sent lower.
The chemicals and oil-related sectors were a big cause of losses in London on Wednesday, while big tobacco was lighting up.