Welcome to this week’s Titan International market review for the week ending 26th October 2025. 

Global equity markets pushed higher last week, with US stocks reaching fresh record highs, as investors grew increasingly confident that the Federal Reserve will deliver another interest rate cut at its upcoming policy meeting.

The ongoing US government shutdown continued to cloud the macroeconomic backdrop by halting key economic data releases, including the monthly jobs report. 

The inflation report came in softer than expected. 

In the UK, inflation unexpectedly held steady at 3.8% in September, unchanged for the third consecutive month, defying expectations of a marginal uptick. 

Earnings season remained a key focus for US investors, with mega-cap technology names again dominating index performance. 

The positive inflation surprise and anticipation of easier monetary policy fuelled a strong rally across major markets. 

In commodities, oil prices snapped a three-week losing streak, with US crude rising nearly 7% to trade at around $61.50 per barrel after Washington imposed sanctions on major Russian oil producers.

That’s all for this week’s Titan International Weekly Podcast. Thank you for listening and for further investment insights head over to titanwealthinternational.com.