Titan Wealth Weekly Market Update Podcast

Markets continue to look for signs of an interest rate pivot in the US Interest rate expectations gradually ratchet higher UK retail energy price cap rises by 80%, with further rises forecast Bad news is good news as US economic data shows continued signs of softening To hear more visit www.ahrprivatewealth.com

Mixed economic data and company results have led to a similarly mixed week in markets Dollar strength returns UK inflation data leads to a selloff in short-dated government bonds Crude oil slips further Zero covid policy continues to take its toll on China’s economy US housing market continues to soften, whilst employment picture remains robust To hear more visit www.ahrprivatewealth.com

On this week’s AHR Market review Softening inflation powers markets upwards Tech stocks start on a weak note Interest rates set to continue climbing To hear more visit www.ahrprivatewealth.com

On this week’s AHR Market review Attention turns to US economic data    Geopolitical fears resurface   Hawkish comments hold back government bonds   Bank of England makes largest rate increase in 27 years. To hear more visit www.ahrprivatewealth.com

Equity markets set for their best month since late 2020. Well received company earnings boost equity performance. US economy in “technical” recession. European gas prices jump higher . To hear more visit www.ahrprivatewealth.com

On this week’s AHR Market review Equity markets rise as inflation expectations dampen   Government bonds rally   European natural gas prices remain elevated   Italian Prime Minister Draghi resigns,   To hear more visit www.ahrprivatewealth.com

Welcome to this week’s AHR market review for the week ending 17th July 2022.  Further inflationary pressures drive the US dollar higher and markets down US Yield curve inversion as markets price in a higher probability of recession risk Commodity prices tumble in anticipation of demand destruction Chinese slowdown continues against the background of a zero Covid policy However, the upcoming Chines...

On this week’s AHR Market review Equities recover as rate expectations fall   US yield curve inverts for the third time this year Commodity prices continue to fall on rising recession fears Government debt offers defensive characteristics once more Thank you for listening and for further investment insights head over to ahrprivatewealth.com

On this week’s AHR Market review Markets turn south on persistent inflation China further relaxes Covid restrictions   US equities record their worst start since 1970 Recessionary fears take their toll on commodities  

On this week’s AHR Market review Equity markets move higher, despite recession uncertainty. Inflation remains stubbornly high in the UK. Recession fears prompt a rally in core government bonds… Commodities prices decline on demand concerns To hear more www.ahrprivatewealth.com

Markets fall further whilst inflation has yet to peak, triggering a more urgent response from central banks. ECB convenes an unscheduled meeting as indebted Eurozone countries’ borrowing rates spike higher. Bitcoin falls by close to 70% since its November peak. Industrial commodity prices moderate on rising risk of recession. Thank you for listening and for further investment insights head over to...

Most equity markets finished the week in negative territory as the news that China started to ease its Covid 19 restrictions gave way to continued fears over monetary policy tightening in the face of stubbornly high inflation. On Friday the latest US consumer price index is due for release, with forecasts of inflation remaining at 8.3% over the year to May, in line with April’s data.  Markets are...

Stocks relinquished a part of last week’s solid gains as investors remained to doubt whether the Federal Reserve will be able to suppress inflation without triggering a recession. Industrials shares were the standout, assisted by an increase in Boeing.  Thank you for listening and for further investment insights head over to ahrprivatewealth.com

The US equity markets rose this week, following seven weeks of losses, as a number of economic data touch points signalled a softening in growth, whilst consumption continued to expand despite the high levels of inflation.  This served to calm the markets’ view on rate increases, drawing investors back into equities..... Thank you for listening and for further investment insights head over to ahrp...

US stocks continued their decline this week as results from two key grocery retailers, Walmart and Target, spooked investors, as inflationary pressures impacted their results, raising concerns that pricing pressures are taking their toll on the strength of the economy.  The US stock market fell 4% on Wednesday, its biggest one-day loss since June of 2020.  Unless there is a sharp bounce today, the...

A combination of slowing economic data and inflation took their toll on markets once again this week.  On Monday, data released by China showed export growth had fallen to its lowest level in two years last month, whilst the latest US consumer price index remained stubbornly high, coming in at 8.3%, above forecasts of 8.1%. Whilst growth in the UK was up 0.8% for the first quarter, the data reveal...

It has been a volatile week for equities as markets fret over the potential for a policy error as central banks attempt to regain control over a sharp spike in inflation to levels not seen in forty years. On Wednesday, the US Federal Reserve raised rates by 0.5%, a quantum not used in over twenty years, whilst communicating to the market that the same should be expected over the subsequent two rat...

Expectations for interest rates were front and centre for markets this week, as Jay Powell, chair of the US Federal Reserve (Fed), said on Wednesday that it was appropriate to move quickly in order to control inflationary pressures, with a 0.5% rate increase in May a real possibility.  Earlier in the week, the chair of the St Louis regional Fed said a rate increase of 0.75% could not be ruled out...

Markets continue to be buffeted by the ebb and flow of news coming out of the conflict between Ukraine and Russia.  Hopes of de-escalation rose at the start of the week following talks between the two sides in Istanbul, Turkey. Russia said it would reduce its military operations near Ukraine’s capital, Kyiv, concentrating its military efforts in the Donbas region to the east. However, many caution...

Equity and bond markets fell this week as the US Federal Reserve (Fed) continued to communicate a desire to get ahead of inflationary pressures, with further tightening of monetary policy through rate rises and a rapid withdrawal from the bond purchasing programme.  This coincided with further sanctions being taken against Russia by the US and Europe, raising concerns that this could further press...

The major indices ended mixed over a holiday-shortened week, which saw the release of the first major corporate earnings reports of 2022. Value stocks continued to outperform their growth counterparts, but small-caps regained ground lost the previous week on large-caps. Financials lagged within the US market, dragged lower by JPMorgan Chase after the banking giant missed Wall Street’s estimates an...

Despite the US Federal Reserve raising interest rates for the first time since 2018 and indicating that rates could rise at every further Fed meeting this year, equities staged a rally over the week as there were suggestions that Ukraine and Russia had made tentative steps towards a ceasefire proposal... Thank you for listening and for further investment insights head over to ahrprivatewealth.com.

It was another volatile week, dominated by the ongoing conflict in Ukraine. As Russian forces slowly advanced and the bombarding of Ukrainian cities continued, markets continued to sell off especially with Western nations imposing further sanctions on Russia. Commodity prices also soared, amidst disruption to vital commodity exports.  Thank you for listening and for further investment insights hea...

Concerns over inflation took a back seat this week, as markets focused on the build-up of Russian troops and weapons on the Ukrainian border, with President Biden warning that a conflict could start in a matter of days.  Markets have oscillated up and down whilst investors have tried to second guess how serious the threat from President Putin is, or whether it remains chiefly a bargaining tool to...

It has been a volatile week for markets, as a four-day rally in US equities was cut short on Thursday as Meta’s share price fell by over 26% in afterhours trading on Wednesday, following the release of disappointing earnings guidance and a decline in its active user base.   Thank you for listening and for further investment insights head over to ahrprivatewealth.com.