Titan Wealth Weekly Market Update Podcast

On this week’s AHR Market review.. Equity markets entered correction territory over the week, falling over 10% since their mid-July highs, despite stronger than expected economic growth and corporate earnings announcements. Economic news during the week was highlighted by a stronger than expected US gross domestic product report, which showed that the U.S.  Also in the US, inflation data showed co...

On this week’s AHR Market review.. Equity markets posted one of their biggest weekly gains of the year as key central bank rate decisions and cooler than expected US labour data drove markets forward. Early last week, the US Federal Reserve unanimously voted to maintain its benchmark interest rate at a range of between 5.25% and 5.5%, a 22-year high. Another key decision during the week saw the Ba...

On this week’s AHR Market review.. Over the last week markets endured a choppy period in which bond yields moved higher and equity markets moved lower.  Another key driver of higher US Treasury yields has been the expanding Government deficit, as increased fiscal spending has  enlarged the need for Government funding through debt issuance. In the UK consumer price inflation unexpectedly held at 6....

AHR CIO, Iain Ramsay is joined by LGT’s Chief Investment Officer, Sanjay Rijhsinghani and Head of International Investments, Rohit Ahluwalia to discuss investment markets across Quarter 3 2023 and looking ahead to the rest of the year. For more info click link.

On this week’s AHR Market review.. Equity markets were mixed for the week as investors digested inflation data, economic growth forecasts and dovish comments from members of the US Federal Reserve.  Economic growth looks set to slow in the coming year as the International Monetary Fund kept its global growth forecast for 2023 unchanged at 3% but cut its 2024 forecast to 2.9% from 3.0%.  In the US...

On this week’s AHR Market review.. Equity market performance was mixed over the week as investors looked to Friday’s US jobs data for signs of how resilient the US labour market has been and what that might mean for interest rate expectations moving forward. The U.S. labour market’s resilience continued to dampen the near-term prospects of a recession, as the gain of 336,000 jobs in September was...

On this week’s AHR Market review.. Despite continued signs of cooling inflation, nervousness around the potential of a US Government shutdown dominated market sentiment through much of the week. After markets closed, the U.S. Congress passed a stopgap funding bill late on Saturday with overwhelming Democratic support to fund the government until November 17th.  There was more positive economic new...

On this week’s AHR Market review.. Throughout the week, the primary focus of markets revolved around US inflation data, as investors eagerly sought clues regarding the potential conclusion of the Federal Reserve's rate hiking programme in the coming months or if in indeed it has already concluded. Wednesday's highly anticipated release of the US August Consumer Price Index (CPI) data rev...

On this week’s AHR Market review.. In a reversal of last week’s opening, this week was one in which we saw good news for the economy being digested as bad news for markets.  U.S. stocks on Wednesday sustained their biggest setback of a holiday-shortened week after an economic report fuelled fears that inflationary pressures could be regaining momentum, potentially leading to further interest-rate...

On this week’s AHR Market review.. The week appeared to be one in which bad news for the economy was considered good news for stock prices, given the interest rate implications... US non-farm payrolls expanded by 187,000, modestly surpassing the consensus estimate of a 170,000 increase.. In response to cooling labour market conditions, financial markets continued to anticipate a pause in the Feder...

On this week’s AHR Market review.. During the past week, remarks made by Jerome Powell, chair of the Federal Reserve, added to speculation surrounding the trajectory of interest rates, prompting investors to analyse potential outcomes.  At this year's Jackson Hole symposium, Chair Powell addressed the speculation that the Federal Reserve might tolerate or raise its inflation target, a notion...

On this week’s AHR Market review.. The primary U.S. stock indices experienced a decline of over 2%, with both the S&P 500 and the NASDAQ marking their third consecutive weekly drops.  In the UK, the annual inflation rate eased in July to 6.8% from June's 7.9%, primarily due to decreased energy and food costs. The UK's wage growth picked up speed, intensifying the pressure on the Bank...

On this week’s AHR Market review As the second-quarter earnings season in the US picked up momentum, optimism surrounding moderate inflation's potential to avert a severe recession propelled equity markets higher for the week Last week saw stocks continuing their upward trajectory, building on the impressive gains of 2023, bringing the S&P 500 within 6% of its all-time high In the UK, inf...

On this week’s AHR Market review During a week where US inflation data came in lower than anticipated, there was a surge in global equity and fixed income markets as hopes were reignited regarding an eventual end to monetary policy tightening. In June, US consumer prices experienced a modest increase, marking the smallest annual rise in over two years as inflation continued to subside.  As market...

On this week’s AHR Market review US markets were closed Tuesday for the Independence Day holiday, stocks generally closed the week lower in a fairly quiet week The main focus for the week was on US job reports, which offered mixed signals as to the strength of the labour market. Over the week, the S&P 500 and the NASDAQ slipped around 1% and the Dow fell nearly 2%. STOXX Europe 600 Index fell...

AHR CIO, Iain Ramsay is joined by LGT’s Chief Investment Officer, Sanjay Rijhsinghani and Head of International Investments, Rohit Ahluwalia to discuss investment markets across quarter 2 2023 and looking ahead to the rest of the year. For more info click link.

On this week’s AHR Market review The NASDAQ recorded its best first half of the year in 40 years as it rose 32%, led by a handful of large technology companies.  The latest reading on first-quarter US GDP was released last week, showing the economy grew by a better-than-expected 2% to start the year, powered primarily by a jump in personal consumption.  The U.S. Federal Reserve’s preferred gauge f...

On this week’s AHR Market review The major U.S. stock indexes each fell more than 1%, breaking a run of eight consecutive weekly gains for the NASDAQ... Stocks had been moving higher, with big tech companies taking the lead, for much of this month.  In equity markets, in the US the Nasdaq was down 1.4% for the week and the S&P 500 Index also 1.4% lower, whilst the Russell 2000 fell nearly 3% f...

On this week’s AHR Market review A week after entering a bull market, the S&P 500 recorded its fifth positive weekly result in a row. A key measure of U.S. inflation fell to 4.0% in May to record the lowest annual rate in more than two years. US equities rose 2.6% over the week, whilst technology stocks were up 3.2%, having risen by over 30% since their most recent low point in December of las...

On this week’s AHR Market review US equities rise by 20% from their most recent low point Government bonds sell off as central banks keep ratcheting up rates Crude oil remains flat despite Saudi announcing a cut in production Early signs of a slowdown in the US service sector To hear more click the link

On this week’s AHR Market review Signs point to Fed pause and congress approves deal on raising the debt ceiling Global Government Bonds Rally To hear more click the link

On this week’s AHR Market review Equities rise as hopes to a resolution over the US debt ceiling rise. Haven assets fall as worries over a US government default recede. European natural gas prices tumble further, close to their long run average price. Mixed economic data provides little clues as to the next rate move by central banks. To hear more click the link

On this week’s AHR Market review Latest Fed Hike may lead to pause on rates US banking sector chaos continues Markets post modest declines for the week To hear more click the link

On this week’s AHR Market review U.S. GDP report confirmed that the economy is losing momentum Markets get a boost from better-than-feared corporate earnings results US Markets lead weekly returns Government Bond Yields Endure volatile week To hear more click the link

On this week’s AHR Market review Fear gauge hits lowest level since late 2021 Corporate Earnings dominate market focus Global Equities flat for the week Government Bond Yields Rise To hear more click the link