Escuchar Titan Wealth Weekly Market Update Podcast

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 more than expected in March, easing to 2.6% from 2.8% in February, below consensus forecasts of 2.7%.  Meanwhile, China’s economy delivered another upside surprise. GDP rose by 5.4% year-on-year in the first quarter, marking a second consecutive beat versus forecasts.  US equity markets shed 1.5% over the week, led lower by a 2.6% drop in the technology sector.  Fixed income assets continued to be a haven of safety for investors with the US 10 year treasury yield falling back to 4.33% and long duration US credit up almost 2% for the week. In commodities, gold extended its winning run, rising for the sixth time in seven weeks.  That’s all for this week’s Titan International Weekly Podcast. Thank you for listening and for further investment insights head over to titanwealthinternational.com.

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 hikes targeting Chinese imports, with some levies rising as high as 145%.  Despite fears that elevated tariffs might stoke inflationary pressures, the latest US Consumer Price Index print told a different story.  In equity markets, the Nasdaq posted one of its sharpest single-day gains on record, leading a broad-based rally that saw US stocks rise 5.7% over the week.  Bond markets were not immune to the week’s turbulence. US Treasuries sold off, with yields climbing across the curve.  Amid the geopolitical noise, earnings season kicked off on Friday with a slate of upbeat results from major US banks.  That’s all for this week’s Titan International Weekly Podcast. Thank you for listening and for further investment insights head over to titanwealthinternational.com.

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.  Despite the heightened volatility, Friday brought a surprisingly strong US jobs report.  For the week, US equities shed more than 9%, with the technology sector faring even worse — down over 10% — and now firmly in bear market territory, having fallen more than 20% year-to-date.  Safe-haven demand drove US 10-year Treasury yields down to around 4%, with long-duration investment-grade bonds rallying to deliver weekly returns of approximately 3%.  While further volatility appears likely as markets digest the implications of the tariff regime, investors would do well to remain calm.  That’s all for this week’s Titan International Weekly Podcast. Thank you for listening and for further investment insights head over to titanwealthinternational.com.

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.  Updated projections from the Federal Open Market Committee (FOMC) suggest officials still anticipate two rate cuts in both 2025 and 2026, according to the so-called "dot plot".  Across the Atlantic, the Bank of England struck a more hawkish tone.  Meanwhile in Asia, the Bank of Japan opted to keep its short-term interest rate steady at 0.5%, as expected.  In China, economic data painted a more upbeat picture.  That’s all for this week’s Titan International Weekly Podcast. Thank you for listening and for further investment insights head over to titanwealthinternational.com.

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 imports—double the originally proposed 25%.  Inflation data offered a mixed picture. In Washington, a government shutdown was narrowly averted after Senate Democrats joined Republicans to pass a spending bill, extending funding through to the end of September.  Equity markets delivered broadly negative returns over the week, with US stocks shedding more than 2%, European indices down 1.2%, and UK equities slipping by over 0.5%.  Meanwhile, gold briefly breached the $3,000-per-ounce threshold for the first time on Friday morning, capping a remarkable rally that has seen the precious metal gain over 13% since the start of the year.  Much focus for the week ahead will be on the interest rate decisions of the US Federal Reserve, Bank of England and Bank of Japan. Whilst all are expected to hold rates, investors will eagerly await commentary around the path of future rate moves. That’s all for this week’s Titan International Weekly Podcast. Thank you for listening and for further investment insights head over to titanwealthinternational.com.