Titan Wealth Weekly Market Update Podcast

Welcome to this week’s Titan International market review for the week ending 5th January 2025.  In a week shortened by the New Year holiday, equity markets broadly retreated, bond yields edged lower, and oil prices surged amid renewed concerns over global supply constraints. Looking back at the year that has been, the S&P 500 ended 2024 on a high note, delivering its second consecutive annual...

Welcome to this week’s AHR market review for the week ending 24th November 2024.  US equities led global markets this week, with the S&P 500 advancing around 2% as small-cap and value stocks outperformed growth counterparts.  Investor sentiment was buoyed by economic data from the US, where initial jobless claims fell unexpectedly to 213,000, the lowest level since April 2024.  Adding to the u...

Welcome to this week’s AHR market review for the week ending 17th November 2024.  Global equity markets retreated for the week, giving back much of the previous weeks gains, as investors digested what the incoming US presidents proposed policies might mean for the global economy. US consumer prices rose as expected in October, driven largely by higher shelter costs such as rents. The pace of progr...

Welcome to this week’s AHR market review for the week ending 10th November 2024.  US equities surged to their best weekly performance in over a year, as a decisive result in the US presidential election lifted a cloud of uncertainty from the markets.  With Republicans securing control of the presidency, Senate, and potentially the House, the stock market responded with its strongest post-election...

Welcome to this week’s AHR market review for the week ending 3rd November 2024.  In what began as a relatively subdued week for markets, Thursday saw a jolt of volatility, with stocks taking a tumble as fresh worries over the growth potential of technology shares and artificial intelligence rattled investors. The third-quarter earnings season for S&P 500 companies is now in full swing, and res...

Welcome to this week’s AHR market review for the week ending 27th October 2024.  Global equity markets experienced a sell-off last week amid a flurry of third-quarter corporate earnings announcements, while bond yields continued their upward trajectory, and oil prices saw a strong rally. As we reach the midway point of third quarter earnings season, a handful of mega-cap technology giants in the U...

Welcome to this week’s AHR market review for the week ending 20th October 2024.  Equity markets edged higher over the week as investors navigated a mixed bag of corporate earnings from the US, a rate cut by the European Central Bank (ECB), and a drop in UK inflation. Nvidia, one of the globe’s top chipmakers, saw its share price surge to an all-time high, pushing its market value to an eye-waterin...

Welcome to this week’s AHR market review for the week ending 13th October 2024.  The US equity markets surged to fresh record highs this week, while emerging markets, particularly China, saw a pause following their recent rally spurred by stimulus measures.  In the United States, inflation data revealed a modest increase. The consumer price index (CPI) rose by 0.2% in September, matching the previ...

Welcome to this week’s AHR market review for the week ending 6th October 2024.  Tensions in the Middle East weighed on global equity markets for the week, as energy markets rallied and Chinese equities continued to gain momentum following the recent announcement of stimulus measures from the People’s Bank of China. In September, the U.S. economy outpaced expectations by generating 254,000 new jobs...

Welcome to this week’s AHR market review for the week ending 29th September 2024.  Global equity markets experienced a buoyant week, bolstered by fresh economic stimulus measures from China and softer-than-expected US inflation figures. China’s central bank unveiled a series of initiatives designed to revitalise stock markets and provide support to its beleaguered property sector.  In Europe, equi...

Welcome to this week’s AHR market review for the week ending 22nd September 2024.  Global equity markets saw a boost this week after the US Federal Reserve cut its key interest rate for the first time since March 2020.  While equity markets welcomed the rate cut, its scale may indicate a shift in the Fed's priorities—from controlling inflation to supporting economic growth.  Meanwhile, in the...

Welcome to this week’s AHR market review for the week ending 15th September 2024.  The major global stock indices staged a sharp recovery, posting weekly gains of between 3% and 6%, effectively reversing the steep losses seen the previous week.  Midweek, equity markets initially tumbled following the release of U.S. inflation data, which showed that core inflation (excluding food and energy) edged...

Welcome to this week’s AHR market review for the week ending 8th September 2024.  U.S. stock indexes posted some of the steepest weekly declines in more than a year, as employment data from the US stoked economic growth concerns and AI champion Nvidia came under scrutiny from the Justice Department.  The latest U.S. labour market data confirmed a weakening trend. Early signals of this were evident...

Welcome to this week’s AHR market review for the week ending 1st September 2024.  Global equity markets etched out modest gains during a week which saw further signs of cooling inflation from the US and Europe, along with an eagerly anticipated earnings announcement from one of the world’s largest companies. The most closely watched data point was probably the US Labour Department’s release of its...

Welcome to this weeks AHR market review for the weeks ending the 16th August 2024. The U.S. stock market saw a rebound, driven by optimistic inflation data and hopes for a potential Federal Reserve interest rate cut in September.  European equities benefitted from the improved sentiment surrounding U.S. inflation data, although economic concerns continued to persist.  In Asia, markets were more mi...

Welcome to this week’s AHR market review for the week ending 25th August 2024.  Global markets demonstrated resilience this week, with the S&P 500, NASDAQ, and Dow Jones all advancing by over 1%.  In his speech delivered at the Jackson Hole symposium, Powell signalled a potential shift in monetary policy, stating that "the time has come for policy to adjust."  Across the Atlantic, th...

Welcome to this week’s AHR market review for the week ending 28th July 2024.  The S&P 500 and NASDAQ experienced their second consecutive weekly decline amid volatile trading, while the Dow Jones bucked the trend, marking its fourth straight weekly gain.  In a surprising turn, the U.S. economy expanded at a faster-than-expected pace in the second quarter, driven by robust consumer spending and...

Welcome to this week’s AHR market review for the week ending 4th August 2024.  An eventful week for markets saw a host of central bank rate decisions and volatility towards the back end of the week following unexpected employment data released from the US Labour Department. The U.S. unemployment rate jumped to near a three-year high of 4.3% in July amid a significant slowdown in hiring, heightenin...

Welcome to this week’s AHR market review, for the week ending 9th August 2024 The global stock markets saw a week of heightened volatility, driven by a mix of economic data releases, central bank actions, and sector-specific developments.  In the United States, the three major indices — the Dow Jones Industrial Average (DJIA), S&P 500, and Nasdaq Composite — showed mixed performances, with onl...

Welcome to this week’s AHR market review for the week ending 19th July 2024. Stocks saw their worst week since April with major indexes under pressure amid a massive global software glitch that stranded flights, interrupted health care services, and interfered with business around the world. A major factor in the underperformance of growth stocks was a sharp decline in chip stocks on following new...

Welcome to this week’s AHR market review for the week ending 14th July 2024.  The U.S. large-cap value stock index outperformed its growth benchmark counterpart for the week, eroding some of the growth style’s wide margin of year-to-date outperformance.  A major factor supporting many stocks appeared to be Thursday’s release of the US Labor Department’s consumer price index (CPI).  A driver of Eur...

Welcome to this week’s AHR market review for the week ending 30th June 2024.  Global equity markets were mixed in a week that saw the end of June and the end of the first half of the year.  The first half of the year witnessed continued enthusiasm for artificial intelligence, propelling mega-cap technology names to deliver exceptional gains.  The technology and communication services sectors were...

 Welcome to this week’s AHR market review for the week ending 7th July 2024.  In a week filled with economic and political activity across the globe, global equity markets pushed higher into new record highs.  Two critical pillars of the U.S. economy, the services sector and the labour market, are exhibiting signs of moderation.  The U.S. unemployment rate edged up from 4% to 4.1%, surpassing the...

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

On this week’s AHR Market review.. Over the week global stock indexes rebounded from a modest setback the previous week, as US equity markets eclipsed record highs set last month. The U.S. economy saw a substantial boost in May, adding 272,000 jobs, far exceeding the projected 180,000 gain.  Earlier in the week, the Bank of Canada became the first central bank among the G7 nations to cut interest...