Titan Wealth Weekly Market Update Podcast

Inflation and the likely response from the US Federal Reserve (Fed) dominated markets this week, as Jay Powell, the chair of the Fed, said the inflation outlook had worsened since their December meeting, whilst not ruling out raising rates at every policy meeting for the rest of the year. Fourth quarter US GDP came in higher than forecasted at 6.9% annualised. Thank you for listening and for furth...

US Treasury yields backed up sharply this week as investors priced in further rate hikes by the Federal Reserve in response to rising inflation, with the consumer price index having recorded a 7% rise last year.  This led to a further sell off in growth and technology stocks, with the latter having fallen close to 12% since their peak last November.... Thank you for listening and for further inves...

Despite a brief rally intra week, growth stocks, led by technology, continued to sell off this week as the latest inflation data for the US, as represented by the consumer price index, continued to rise.  The index rose 7% for the year to the end of December, its fastest pace of increase for almost forty years. Whilst this was in line with market expectations, the figure for the month of December...

It has been a volatile week for markets as investors wait for further clarity on the potential impact of the Omicron covid variant.  Markets oscillated between falling on concerns that current vaccines may prove to be less effective against the new variant, whilst rallying as investors sort out bargains betting that Omicron proves to be a milder strain of the virus.  https://ahrprivatewealth.com

The US stock market hit its 66th all-time high this year, setting the market up for its second biggest number of annual records ever, only behind that of 1995, as large cap technology companies continue to outperform with strong earnings and positive outlooks.... https://ahrprivatewealth.com

It has been a mixed week for markets as US inflation data has once again exceeded expectations, coming in at 6.2% for the year ending in October, higher than forecasts of 5.9. Whilst on the positive side, company earnings results have continued to exceed expectations, with the majority of companies having been able to pass on rising costs to customers... https://ahrprivatewealth.com

The week started with markets hovering around record highs as investors awaited the latest responses by central banks to months of above-target inflation.... https://ahrprivatewealth.com

Markets in the US and Europe made further gains this week, as a continuation of positive earnings results offset concerns over sustained inflation and economic data.... https://ahrprivatewealth.com

Strong company earnings results helped propel global equity markets higher this week, despite rising inflationary concerns and expectations for rate hikes being brought forward.  US equities in particular recorded yet another new high, with Tesla, amongst others, reporting robust results for the third quarter despite ongoing supply chain issues... https://ahrprivatewealth.com

A flurry of strong company results this week helped alleviate investors’ fears over the impact on earnings of rising inflationary pressures and potential interest rate rises.  From Taiwan semiconductor manufacturer TSMC, through to Citigroup and the US drug retailer Walgreens Boots Alliance, all posted forecast beating results this week....

Equity markets rose this week, helped by US Congress reaching an agreement to extend the US debt ceiling, albeit temporarily, allowing the US government to avoid default and continuing to fund its activities until early December... https://ahrprivatewealth.com

Despite a Friday rally large-cap benchmarks recorded their biggest weekly drops since February and rounded out the worst monthly declines since the onset of the pandemic, seemingly weighed down by inflation and interest rate fears.  https://ahrprivatewealth.com

The major benchmarks overcame an early sell-off to end the week flat to modestly higher. On Monday, the S&P 500 Index recorded it biggest daily drop since May 12 and briefly dipped below its 100-day moving average, a closely watched technical level.. https://ahrprivatewealth.com

Markets have been mixed this week as investors wrestle with a slowdown in economic growth, albeit from very high levels. This was accompanied by a slight moderation in US inflationary pressures, but with rising expectations for the emergency levels of monetary policy, to be gradually reduced in the coming months.  This has coincided with a regulatory crackdown in China on a range of businesses, fr...

The world equity index fell this week, as investors’ attention continued to focus on central banks, looking for clues as to when bond buying programmes may be reigned in, as a precursor to interest rate rises in the future. https://ahrprivatewealth.com

Equity markets edged higher in what was a very data heavy week. US and European stocks opened positively on Monday, following a key speech from the Federal reserve chair Jay Powell after last Friday’s market close.   https://ahrprivatewealth.com

The ongoing economic recovery was boosted as stocks gained due to the  full FDA approval of the Pfizer COVID-19 vaccine. The tech heavy Nasdaq Composite outperformed the major large cap S&P 500 Index as well as the Dow Jones Industrial Average, whilst US Small-cap also ended the week with notable gains.  https://ahrprivatewealth.com

Equity markets sold off this week as minutes from the last US Federal Reserve meeting pointed towards monetary policy tapering and  data releases suggested a slowdown in growth for the US and an engineered slowdown in China... https://ahrprivatewealth.com

Equity markets rose over the week, as the expectation of further fiscal support remained tantalising close, whilst any fears of yet a further acceleration in inflationary pressures were alleviated by the latest release of the consumer price index in the US.... https://ahrprivatewealth.com

After last week’s volatility, equity markets managed to finish on a positive note as investors focused on positive US jobs data. Markets were buoyed by improved data released by the US labour department which saw 385,000 initial unemployment claims, lower than the 399,000 claims from the previous week... https://ahrprivatewealth.com

It has been a choppy week for markets, as Chinese authorities looked to extend their recent regulatory crackdown on technology companies by banning academic companies from making profits, raising capital or going public.   https://ahrprivatewealth.com

It was a volatile week for equity markets, with major indices falling sharply on Monday, before recovering as the week progressed.... https://ahrprivatewealth.com

Fears of turbo charged growth leading to rising inflationary pressures, gave way to fears that the growth recovery has peaked in the US, coinciding with a slowdown in China, as US Treasury yields, having hit 1.77% in March, fell to 1.25% on Thursday, a level not seen since February... https://ahrprivatewealth.com

At a headline level, global equities trod water this week. However, digging a little deeper, less economically sensitive growth stocks, including technology, outperformed stocks associated with recovery and reflation.... https://ahrprivatewealth.com

Markets finished broadly higher this week on the back of US President Biden’s announcement of a new bipartisan infrastructure deal worth about $1 trillion. Spending will focus on upgrading roads, bridges, and broadband networks over the next 8 years.... https://ahrprivatewealth.com