๐ฆ๐ฒ๐ฝ๐๐ฒ๐บ๐ฏ๐ฒ๐ฟ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ
The FTSE 100 closed the month at a new all-time high above 9,300.
This comes despite weaker business confidence, with firms citing higher employment costs and lower consumer demand.
In Germany (DAX40), industrial, infrastructure, and defence names remain well supported by government stimulus. However, rising unemployment โ higher than expected in September โ is an ongoing concern for investors.
The standout event was the 0.25% Federal Reserve rate cut, which gave fresh momentum to equities. The S&P 500 delivered an excellent performance, led by technology stocks and continued enthusiasm for AI. While valuations are increasingly stretched, the more immediate risk is the potential U.S. government shutdown.
๐ฃ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ:
๐๐ฆ๐ณ๐ฎ๐ข๐ฏ๐บ: Rheinmetall ($RHM.DE (Rheinmetall AG) ) +10%, Airbus ($AIR.PA (AIRBUS SE) ) +10%
๐๐ฏ๐ช๐ต๐ฆ๐ฅ ๐๐ช๐ฏ๐จ๐ฅ๐ฐ๐ฎ: Fresnillo ($FRES.L (Fresnillo)) +22%, BAE Systems ($BA.L (BAE Systems plc )) +10%, Airtel Africa ($AAF.L (Airtel Africa Plc)) +10%
๐๐ฏ๐ช๐ต๐ฆ๐ฅ ๐๐ต๐ข๐ต๐ฆ๐ด: Applovin ($APP (Applovin Corp)) +40%, Seagate ($STX.US (Seagate Technology PLC)) +40%,
Corning ($GLW (Corning Inc)) +20%
๐๐ป๐ฑ๐ถ๐ฐ๐ฒ๐ ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ:
DAX 40 ($GER40): -0.9
FTSE 100 ($UK100): +1.75%
S&P 500 ($SPX500): +3.9%
๐ข๐๐๐น๐ผ๐ผ๐ธ ๐ณ๐ผ๐ฟ ๐ข๐ฐ๐๐ผ๐ฏ๐ฒ๐ฟ
October has a reputation for volatility, because of past crashes like 1929 and 1987, making investors psychologically cautious. It also coincides with Q3 earnings season and institutional portfolio rebalancing, which can amplify swings. While historically September is weaker, October often acts as a turning point before the stronger NovemberโApril season.
In the U.S., markets might be sensitive to progress (or lack thereof) on avoiding a government shutdown.
In Europe, investors will watch manufacturing data closely as signs of slowdown persist.
Any hints of further ECB (European Central Bank) support could influence sentiment.
In the UK, the FTSEโs record highs will be tested against ongoing domestic headwinds, particularly inflationary pressures on wages and consumers.
Overall, momentum remains constructive, but risks around politics and macro data mean October could prove a โtradersโ marketโ rather than a smooth continuation of Septemberโs strength.
โ Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future result
... Show More
September was a real mixed bag, good for some investors and mediocre or poor for others. Be interesting to see what autumnal October brings. ... Show More
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Sun Jan 25 2026 11:22:49 GMT+0000 (Coordinated Universal Time)
