Podcast
Titan Wealth Weekly Market Update Podcast
Hosted by Titan Wealth Weekly Market Update · EN
A brief recap of the weeks economic activity presented by the Investment Committee at Titan Wealth.
27episodes
Episodes
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Titan Wealth Weekly Market Update - Monday 15th December
Dec 1500:03:19Tap to summarizeWelcome to this week’s Titan International market review for the week ending 14th December 2025. Global equity markets traded with a blend of optimism and caution over the past week as investors digested central bank policy, corporate earnings signals and shifting sentiment around the US economic outlook. The Federal Reserve delivered its third consecutive interest rate cut, lowering the federal funds target range by 25 basis points to 3.50%–3.75%, in line with market expectations and reflective of heightened downside risks to the labour market. Equity performance during the week reflected this nuanced backdrop. European equities posted a third consecutive weekly gain as optimism around Fed easing bolstered risk sentiment.Fixed-income markets exhibited a mixed picture. Looking ahead, markets turn their attention to forthcoming macro releases—including delayed US labour data—and central bank guidance on timing and scale of future policy 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.
Transcribe →Titan Wealth Weekly Market Update - Monday 17th November
Dec 1200:03:27Tap to summarizeWelcome to this week’s Titan International market review for the week ending 16th November 2025. Global equity markets endured a volatile week, with US stocks underperforming their international peers amid shifting expectations for Federal Reserve policy and renewed scrutiny of valuations in artificial intelligence (AI)-related shares.The week began on a cautiously optimistic note following the resolution of the longest US government shutdown on record. Bond markets reflected the growing uncertainty around the near-term policy path. In the UK, disappointing economic data added pressure on the Bank of England to act. Equity performance reflected the divergence between US and international markets. Cryptocurrency markets extended their recent decline. 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.
Transcribe →Titan Wealth Weekly Market Update - Monday 8th December
Dec 1200:03:51Tap to summarizeWelcome to this week’s Titan International market review for the week ending 7th December 2025. Global equity markets edged higher over the week as investors interpreted softer US inflation and weakening labour market data as strengthening the case for an imminent Federal Reserve rate cut. The Bureau of Economic Analysis released the long-delayed September personal consumption expenditures (PCE) inflation data on Friday after disruptions caused by the US government shutdown. Further evidence of labour market cooling emerged from the private sector. Across Europe, inflationary trends remained broadly contained. Asset markets responded in familiar fashion to the accumulating evidence of slower growth and softer price pressures. Bond markets, however, moved in the opposite direction. Elsewhere, OPEC and its allies signalled caution on the global growth outlook by committing to hold output steady through the first quarter of 2026. 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.
Transcribe →Titan Wealth Weekly Market Update - Monday 10th November
Nov 1000:03:39Tap to summarizeWelcome to this week’s Titan International market review for the week ending 9th November 2025. Global equity markets fell last week as the rally in mega-cap technology stocks faltered, dragging down broader indices and injecting a dose of volatility into markets that had otherwise been buoyed by optimism over monetary easing and earnings resilience.In the United States, third-quarter earnings season neared its conclusion, with roughly 85% of S&P 500 companies having reported results as of Thursday. Away from earnings, the protracted US government shutdown entered its sixth week, delaying the release of key economic data, including the monthly jobs report.In the UK, the Bank of England voted narrowly (5–4) to keep its key policy rate unchanged at 4.0%. Market performance reflected these crosscurrents. US equities fell nearly 2% for the week, led by a 3% decline in technology shares amid fading AI enthusiasm. In commodities, oil prices extended their decline, even after OPEC+ confirmed a smaller-than-expected output increase of 137,000 barrels per day in December and no changes through Q1 2026. 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.
Transcribe →Titan Wealth Weekly Market Update - Monday 3rd November
Nov 300:03:43Tap to summarizeWelcome to this week’s Titan International market review for the week ending 2nd November 2025. Global equity markets finished the week on a mixed note as investors weighed a flurry of central bank decisions and a busy corporate earnings calendar. As expected, the Federal Reserve cut interest rates for a second consecutive meeting, lowering the fed funds target range to 3.75%–4%, bringing cumulative easing this cycle to 150 basis points. However, the path ahead remains uncertain. Across the Atlantic, the European Central Bank kept rates unchanged for a third straight meeting, reaffirming that decisions would remain data dependent and taken “meeting by meeting.” Corporate earnings dominated market attention, with third-quarter results from several of the so-called “Magnificent Seven” technology giants driving volatility. Elsewhere, the US and China announced a limited trade agreement, with President Trump confirming a reduction in combined tariff rates on Chinese imports from 57% to 47%, alongside concessions on rare earth exports and agricultural trade.Equity market performance reflected these crosscurrents. 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.
Transcribe →Titan Wealth Weekly Market Update - Monday 27th October
Oct 2700:03:27Tap to summarizeWelcome to this week’s Titan International market review for the week ending 26th October 2025. Global equity markets pushed higher last week, with US stocks reaching fresh record highs, as investors grew increasingly confident that the Federal Reserve will deliver another interest rate cut at its upcoming policy meeting.The ongoing US government shutdown continued to cloud the macroeconomic backdrop by halting key economic data releases, including the monthly jobs report. The inflation report came in softer than expected. In the UK, inflation unexpectedly held steady at 3.8% in September, unchanged for the third consecutive month, defying expectations of a marginal uptick. Earnings season remained a key focus for US investors, with mega-cap technology names again dominating index performance. The positive inflation surprise and anticipation of easier monetary policy fuelled a strong rally across major markets. In commodities, oil prices snapped a three-week losing streak, with US crude rising nearly 7% to trade at around $61.50 per barrel after Washington imposed sanctions on major Russian oil producers.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.
Transcribe →Titan Wealth Weekly Market Update - Monday 15th September
Sep 1500:03:55Tap to summarizeWelcome 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 United States, inflation picked up in August, with the Bureau of Labor Statistics reporting that headline consumer prices rose 2.9% year on year, up from 2.7% in July. Across the Atlantic, the ECB held its key deposit rate at 2% as widely expected. Equities responded positively on both sides of the Atlantic. The S&P 500 rose by more than 1%, buoyed by expectations of imminent US rate cuts, while European shares also advanced over 1% following the ECB update. In commodities, gold extended its remarkable run, climbing for a fourth consecutive week and briefly reaching a record $3,706 per ounce on Tuesday before trading near $3,681 by Friday afternoon. Looking ahead, investors will focus on the Federal Reserve’s rate decision, paying close attention not only to the near-term 25 basis point cut but also to the Fed’s guidance on the path of future policy. 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.
Transcribe →Titan Wealth Weekly Market Update - Monday 8th September
Sep 800:03:31Tap to summarizeWelcome 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. In the eurozone, inflation remained broadly stable. Equity markets were mixed across regions. In the US, broad indices were largely flat for the week, though technology stocks gained 1.1%, driven by strong performances from Apple and Alphabet. Government bond markets experienced notable volatility. Meanwhile, gold continued its relentless ascent, surpassing $3,500 per ounce for the first time and reaching $3,560. 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.
Transcribe →Titan Wealth Weekly Market Update - Monday 25th August
Sep 200:03:43Tap to summarizeWelcome 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, inflationary pressures intensified in July, with annual consumer price growth climbing to 3.8% from 3.6% in June, the highest level in 18 months. Across the Atlantic, attention turned to the US, where the corporate and policy landscape made headlines.Equity markets rallied on Friday after Powell addressed the annual Jackson Hole central banking conference. Market responses were mixed over the week. Global bond markets were also supported by increasing hopes of US rate cuts. 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.
Transcribe →Titan Wealth Weekly Market Update - Monday 1st September
Sep 200:03:35Tap to summarizeWelcome 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 Expenditures (PCE) Index, nudged higher in July. S&P 500 companies reported a second-quarter earnings gain averaging 11.7% year-over-year, marking the third consecutive quarter of double-digit growth, albeit slightly below the prior quarter’s 12.9% pace. At the forefront was NVIDIA, now the world’s most valuable company with a market capitalisation of $4.2 trillion, representing roughly 8% of the S&P 500. Equity performance was mixed globally. Commodities also made headlines. The week underlined a diverged market landscape. 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.
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