Titan Wealth Weekly Market Update Podcast

Welcome to this week’s Titan International market review for the week ending 17th August 2025.  Investor attention last week centred on a trio of headline economic developments: US inflation data, UK GDP figures, and the extension of a US-China tariff pause.  In the United States, markets closely monitored the July Consumer Price Index (CPI) release, anticipating a potential tariff-driven rise in...

Welcome to this week’s Titan International market review for the week ending 29th June 2025.  US equity markets surged to fresh record highs last week, buoyed by a combination of easing geopolitical tensions in the Middle East and renewed optimism around global trade.  The rally came despite a modest uptick in US inflation.  Markets were also buoyed by progress on US-China trade relations.  In equ...

Welcome to this week’s Titan International market review for the week ending 22nd June 2025.  Equity markets drifted lower last week as a series of high-profile central bank decisions was largely overshadowed by escalating conflict in the Middle East.  The US Federal Reserve left its benchmark interest rate unchanged at 4.25%–4.5% for a fourth consecutive meeting, in line with expectations.  Acros...

Welcome to this week’s Titan International market review for the week ending 15th June 2025.  Global equity markets ended the week in negative territory, as mounting tensions in the Middle East overshadowed softer-than-expected inflation data and tentative progress on US-China trade relations. Markets sold off sharply on Friday following reports that Israeli airstrikes had targeted Iranian nuclear...

Welcome to this week’s Titan International market review for the week ending 8th June 2025.  Global equities posted modest gains last week, led by a strong performance in US markets, which rallied to their highest levels in three months.  In the US, non-farm payrolls rose by 139,000 in May, with April’s figure revised down to 147,000.  Corporate earnings continued to provide a tailwind.  In Europe...

Welcome to this week’s Titan International market review for the week ending 25th May 2025.  Global equity markets declined whilst US Government bond yields increased over the week as rising US debt levels and trade tariffs weighed on investor sentiment. Moody’s has stripped the United States of its final triple-A credit rating, citing Washington’s persistent failure to rein in ballooning fiscal d...

Welcome to this week’s Titan International market review for the week ending 2nd June 2025.  Global equity markets advanced last week, clawing back some of the ground lost during the recent sell-off, though year-to-date gains remain modest.  Investor sentiment received a boost from a robust set of earnings, most notably from Nvidia The broader US earnings season showed resilience, with S&P 500...

Welcome to this week’s Titan International market review for the week ending 18th May 2025.  Global equities surged last week, buoyed by an apparent thaw in trade tensions between the United States and China.  Under the provisional accord, recently imposed tariffs will be suspended for 90 days to allow further negotiations.  On the economic data front, US inflation showed signs of further moderati...

Welcome to this week’s Titan International market review for the week ending 4th May 2025.  Global equity markets continued their recent recovery over the week, as improving sentiment around global trade and positive corporate earnings took centre stage. First-quarter corporate earnings in the United States are coming in ahead of expectations, helping lift equity markets despite renewed signs of e...

Welcome to this week’s Titan International market review for the week ending 27th April 2025.  Global equity markets advanced last week, buoyed by signs that tensions between the United States and China may be easing. Sentiment was further lifted by speculation over potential near-term agreements with other trading partners, alongside comments from US President Donald Trump that appeared to soften...

Welcome to this week’s Titan International market review for the week ending 20th April 2025.  US stocks underperformed global markets in a holiday-shortened week, with investors still weighing the implications of Washington’s evolving stance on global trade tariffs. The European Central Bank, as widely anticipated, trimmed its deposit rate by 25 basis points to 2.25%.  In the UK, inflation cooled...

Welcome to this week’s Titan International market review for the week ending 13th April 2025.  Following the prior week’s tariff shockwaves which unsettled global markets, US equities staged a spirited rebound, clawing back a portion of the steep losses incurred.  China was notably excluded from the temporary pause. Instead, the Trump administration pressed ahead with a series of escalating tariff...

Welcome to this week’s Titan International market review for the week ending 6th April 2025.  US equities endured their sharpest weekly decline since the onset of the pandemic in March 2020, with the S&P 500 hurtling towards bear market territory. Tensions were ratcheted up on April 2nd, as President Donald Trump unveiled a sweeping and unexpectedly aggressive set of reciprocal tariffs.  Despi...

Welcome to this week’s Titan International market review for the week ending 23rd March 2025.  US equity markets broke a run of weekly losses, eking out modest gains, while European bourses extended their strong start to the year.  The US Federal Reserve held interest rates steady at its March meeting, maintaining the federal funds rate in the 4.25%–4.50% range for a second consecutive time.  Upda...

Welcome to this week’s Titan International market review for the week ending 16th March 2025.  US equities entered correction territory this week, as government bonds continued to outshine risk assets and gold soared to new record highs. Trade tensions ratcheted higher after President Donald Trump announced a dramatic escalation in tariffs, slapping a 50% duty on Canadian steel and aluminium impor...

Welcome to this week’s Titan International market review for the week ending 9th March 2025.  Global financial markets faced significant volatility during the week, as escalating trade tensions and mixed economic data weighed heavily on investor sentiment. U.S. equities experienced notable declines across major indices with the S&P 500 falling 3.1%, marking its sharpest weekly decline since Se...

Welcome to this week’s Titan International market review for the week ending 3rd March 2025.  US equities declined for a second consecutive week, as European stocks continued to outperform year-to-date and government bond yields retreated on concerns over the latest US economic data. The highlight of the economic calendar came on Friday with the release of the core personal consumption expenditure...

Welcome to this week’s Titan International market review for the week ending 23rd February 2025.  Geopolitical tensions and trade policy took centre stage this week, with US President Donald Trump’s diplomatic overtures to resolve the Russia-Ukraine conflict competing for attention alongside his announcement of fresh tariffs on automobiles, pharmaceuticals, and lumber.  Economic data from the US p...

Welcome to this week’s Titan International market review for the week ending 16th February 2025.  European equities extended their outperformance against their US counterparts over the past week, as investors digested a raft of fresh corporate earnings, the latest tariff announcements from US President Donald Trump, and a hotter-than-expected US inflation print. Headline consumer price inflation (...

Welcome to this week’s Titan International market review for the week ending 9th February 2025.  Global stocks slipped to start the week amid the imposition of tariffs and subsequent trade negotiations involving the United States, Canada, Mexico, and China.  In fixed income, government bond yields eased further.  Across the Atlantic, the latest US non-farm payrolls report underscored the continued...

Welcome to this week’s Titan International market review for the week ending 2nd February 2025.  Global equity markets delivered a mixed performance this week as investors digested a slew of central bank announcements, corporate earnings updates from the world’s largest firms, and fresh economic data from the United States. The US Federal Reserve wrapped up its first meeting of 2025 on Wednesday,...

Welcome to this week’s Titan International market review for the week ending 26th January 2025.  US equity markets soared to fresh record highs throughout the week as the inauguration of President Donald Trump took centre stage.  Among the most notable directives was a declaration of a national energy emergency aimed at reducing restrictions on fossil-fuel production and fast-tracking new energy i...

Welcome to this week’s Titan International market review for the week ending 19th January 2025.  Global equity markets rallied over the week, while bond yields eased as investors sifted through a host of macroeconomic data releases. In the US, December's headline CPI climbed to 2.9% from 2.7%, driven by a surge in energy prices.  US corporate earnings season brought some cheer, with major ban...

Welcome to this week’s Titan International market review for the week ending 12th January 2025.  Global equity and bond markets endured a bruising week as seemingly positive economic data from the United States cast a shadow over valuations in both asset classes. U.S. job growth surprised on the upside in December, with nonfarm payrolls surging by 256,000, marking the strongest gain since March an...

Welcome to this week’s AHR market review for the week ending 15th December 2024.  Global equity markets retreated over the week as US inflation ticked higher, the ECB cut interest rates, and the UK economy contracted for the second month in a row. The release of November’s US Consumer Price Index (CPI) marked the final major economic indicator ahead of this week’s Federal Reserve meeting.  Headlin...