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AHR Weekly Market Update Podcasts

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Welcome to this week’s Titan International market review for the week ending 28th September 2025. Global equity markets remained largely subdued over the week, despite encouraging economic data from the United States, while commodity markets, particularly gold and oil, delivered strong gains. US inflation showed little movement in August, according…
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Welcome to this week’s Titan International market review for the week ending 21st September 2025. US equity markets reached new record highs last week, as investors digested a series of interest rate decisions from both sides of the Atlantic and assessed the implications for economic growth and corporate earnings. The US Federal Reserve moved decis…
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Welcome to this week’s Titan International market review for the week ending 14th September 2025. Global equity markets posted solid gains last week as investors absorbed a series of key economic updates, including fresh US inflation data, the European Central Bank’s (ECB) interest rate decision, and further output increases from OPEC. In the Unite…
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Welcome to this week’s Titan International market review for the week ending 7th September 2025. Global equity markets were largely subdued this week, as investors digested a mix of weak US labour data, steady European inflation, and ongoing volatility in government bond markets. In the United States, the labour market showed clear signs of cooling…
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Welcome to this week’s Titan International market review for the week ending 24th August 2025. Global equity markets experienced a rotation in sentiment last week, with performance diverging across regions ahead of Friday’s Jackson Hole symposium, where US Federal Reserve Chair Jerome Powell offered fresh guidance on monetary policy. In the UK, inf…
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Welcome to this week’s Titan International market review for the week ending 31st August 2025. Global equity markets posted a relatively flat performance last week as investors digested a mix of corporate earnings, gold price movements, and US inflation data. The US Federal Reserve’s preferred measure of inflation, the Personal Consumption Expendit…
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Welcome to this week’s Titan International market review for the week ending 17th August 2025. Investor attention last week centred on a trio of headline economic developments: US inflation data, UK GDP figures, and the extension of a US-China tariff pause. In the United States, markets closely monitored the July Consumer Price Index (CPI) release,…
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Welcome to this week’s Titan International market review for the week ending 10th August 2025. The US technology stock index surged to fresh record highs this week, driven by investor reaction to key developments, including interest rate announcements from the Bank of England, the expiration of the US tariff pause, and strong corporate earnings fro…
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Welcome to this week’s Titan International market review for the week ending 29th June 2025. US equity markets surged to fresh record highs last week, buoyed by a combination of easing geopolitical tensions in the Middle East and renewed optimism around global trade. The rally came despite a modest uptick in US inflation. Markets were also buoyed b…
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Welcome to this week’s Titan International market review for the week ending 22nd June 2025. Equity markets drifted lower last week as a series of high-profile central bank decisions was largely overshadowed by escalating conflict in the Middle East. The US Federal Reserve left its benchmark interest rate unchanged at 4.25%–4.5% for a fourth consec…
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Welcome to this week’s Titan International market review for the week ending 15th June 2025. Global equity markets ended the week in negative territory, as mounting tensions in the Middle East overshadowed softer-than-expected inflation data and tentative progress on US-China trade relations. Markets sold off sharply on Friday following reports tha…
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Welcome to this week’s Titan International market review for the week ending 8th June 2025. Global equities posted modest gains last week, led by a strong performance in US markets, which rallied to their highest levels in three months. In the US, non-farm payrolls rose by 139,000 in May, with April’s figure revised down to 147,000. Corporate earni…
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Welcome to this week’s Titan International market review for the week ending 25th May 2025. Global equity markets declined whilst US Government bond yields increased over the week as rising US debt levels and trade tariffs weighed on investor sentiment. Moody’s has stripped the United States of its final triple-A credit rating, citing Washington’s …
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Welcome to this week’s Titan International market review for the week ending 2nd June 2025. Global equity markets advanced last week, clawing back some of the ground lost during the recent sell-off, though year-to-date gains remain modest. Investor sentiment received a boost from a robust set of earnings, most notably from Nvidia The broader US ear…
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Welcome to this week’s Titan International market review for the week ending 18th May 2025. Global equities surged last week, buoyed by an apparent thaw in trade tensions between the United States and China. Under the provisional accord, recently imposed tariffs will be suspended for 90 days to allow further negotiations. On the economic data front…
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Welcome to this week’s Titan International market review for the week ending 4th May 2025. Global equity markets continued their recent recovery over the week, as improving sentiment around global trade and positive corporate earnings took centre stage. First-quarter corporate earnings in the United States are coming in ahead of expectations, helpi…
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Welcome to this week’s Titan International market review for the week ending 27th April 2025. Global equity markets advanced last week, buoyed by signs that tensions between the United States and China may be easing. Sentiment was further lifted by speculation over potential near-term agreements with other trading partners, alongside comments from …
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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 ba…
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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 …
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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…
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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%–…
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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…
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Welcome to this week’s Titan International market review for the week ending 9th March 2025. Global financial markets faced significant volatility during the week, as escalating trade tensions and mixed economic data weighed heavily on investor sentiment. U.S. equities experienced notable declines across major indices with the S&P 500 falling 3.1%,…
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Welcome to this week’s Titan International market review for the week ending 3rd March 2025. US equities declined for a second consecutive week, as European stocks continued to outperform year-to-date and government bond yields retreated on concerns over the latest US economic data. The highlight of the economic calendar came on Friday with the rel…
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Welcome to this week’s Titan International market review for the week ending 23rd February 2025. Geopolitical tensions and trade policy took centre stage this week, with US President Donald Trump’s diplomatic overtures to resolve the Russia-Ukraine conflict competing for attention alongside his announcement of fresh tariffs on automobiles, pharmace…
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Welcome to this week’s Titan International market review for the week ending 16th February 2025. European equities extended their outperformance against their US counterparts over the past week, as investors digested a raft of fresh corporate earnings, the latest tariff announcements from US President Donald Trump, and a hotter-than-expected US inf…
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Welcome to this week’s Titan International market review for the week ending 9th February 2025. Global stocks slipped to start the week amid the imposition of tariffs and subsequent trade negotiations involving the United States, Canada, Mexico, and China. In fixed income, government bond yields eased further. Across the Atlantic, the latest US non…
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Welcome to this week’s Titan International market review for the week ending 2nd February 2025. Global equity markets delivered a mixed performance this week as investors digested a slew of central bank announcements, corporate earnings updates from the world’s largest firms, and fresh economic data from the United States. The US Federal Reserve wr…
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Welcome to this week’s Titan International market review for the week ending 26th January 2025. US equity markets soared to fresh record highs throughout the week as the inauguration of President Donald Trump took centre stage. Among the most notable directives was a declaration of a national energy emergency aimed at reducing restrictions on fossi…
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Welcome to this week’s Titan International market review for the week ending 19th January 2025. Global equity markets rallied over the week, while bond yields eased as investors sifted through a host of macroeconomic data releases. In the US, December's headline CPI climbed to 2.9% from 2.7%, driven by a surge in energy prices. US corporate earning…
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Welcome to this week’s Titan International market review for the week ending 12th January 2025. Global equity and bond markets endured a bruising week as seemingly positive economic data from the United States cast a shadow over valuations in both asset classes. U.S. job growth surprised on the upside in December, with nonfarm payrolls surging by 2…
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Welcome to this week’s AHR market review for the week ending 15th December 2024. Global equity markets retreated over the week as US inflation ticked higher, the ECB cut interest rates, and the UK economy contracted for the second month in a row. The release of November’s US Consumer Price Index (CPI) marked the final major economic indicator ahead…
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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 no…
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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 low…
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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 high…
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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 ma…
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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&…
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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,…
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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…
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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 (CP…
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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 out…
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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 …
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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 sup…
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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 …
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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 wea…
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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 p…
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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 con…
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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…
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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 qua…
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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 …
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