Titan Wealth Weekly Market Update Podcast

Hosted by Titan Wealth Weekly Market Update

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Episodes

216

Latest episode

Jun 2026

Language

EN-GB

About the show

A brief recap of the weeks economic activity presented by the Investment Committee at Titan Wealth.

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June 1, 2026Episode 464 min

River of TimeTitan Wealth Weekly Market Update - Monday 1st June

Welcome to this week’s Titan International market review for the week ending 31st May 2026. Global equity markets closed out May on a high note, with the Dow Jones Industrial Average crossing 51,000 for the first time and the S&P 500 posting a ninth consecutive weekly gain — its longest winning run in several years. The dominant driver was a tentative but meaningful breakthrough in the Middle East: reports emerged that the US and Iran had agreed in principle to a 60-day ceasefire extension and a memorandum of understanding to commence formal nuclear negotiations, contingent on a reopening of the Strait of Hormuz. The other defining story of the week was AI-driven earnings momentum, which continued to broaden beyond the largest technology platforms. The macro backdrop, however, offered a more complicated picture. In Europe, markets were broadly flat, with the STOXX 600 advancing just 0.14% as investors remained focused on Strait of Hormuz developments. 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.

May 25, 2026Episode 453 min

Titan Wealth Weekly Market Update - Monday 25th May

Welcome to this week’s Titan International market review for the week ending 24th May 2026. Global equity markets continued to advance in the week ending 24 May, with the Dow Jones Industrial Average reaching a fresh all-time high and the S&P 500 posting its eighth consecutive weekly gain — its longest winning streak since 2023. The advance came despite a volatile early start to the week as Treasury yields climbed sharply on the back of hawkish Fed minutes and persistent inflation data. The macro backdrop, however, remains distinctly challenging. In Europe, markets rallied strongly on de-escalation hopes, with the STOXX 600 gaining 3.0%, Germany's DAX rising 3.92%, and the UK's FTSE 100 climbing 2.66%. Japan's Nikkei 225 also rebounded strongly, gaining 3.14%, led by technology and AI-related stocks as oil price stabilisation lifted sentiment across energy-import-dependent Asian markets. 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.

May 20, 2026Episode 443 min

Titan Wealth Weekly Market Update - Monday 18th May

Welcome to this week’s Titan International market review for the week ending 17th May 2026. This week delivered a sharp reminder that the path back to market normality remains uneven. The week opened on a constructive note, with the S&P 500 hitting a new all-time high on Monday as technology stocks advanced, even as the White House confirmed it had rejected Iran’s latest diplomatic proposal over the weekend. The macro picture continues to diverge sharply by geography. In Japan, the Nikkei declined modestly as semiconductor stocks gave back some recent gains, while the 10-year Japanese government bond yield rose to 2.72% — its highest level since 1997 — reflecting growing conviction that the Bank of Japan is approaching its next rate hike. That’s all for this week’s Titan International Weekly Podcast.

May 11, 2026Episode 434 min

Titan Wealth Weekly Market Update - Monday 11th May

Welcome to this week’s Titan International market review for the week ending 10th May 2026. Global equity markets extended their winning run to a sixth consecutive week, with the rally that began in late March continuing to broaden and deepen despite a heavy and at times contradictory news flow spanning geopolitics, central bank policy, and corporate earnings. Earnings season was once again the primary engine of positive sentiment. On the macroeconomic front, the picture was genuinely mixed. In Europe, sentiment improved early in the week on easing geopolitical tensions, before being tempered by US President Trump's threat to impose substantially higher tariffs on European goods unless the EU moved its own tariffs on US imports to zero. Japan's Nikkei 225 surged 5.38% in a shortened trading week following the Golden Week holiday, reaching a record high driven by technology and semiconductor stocks.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

April 22, 2026Episode 423 min

Titan Wealth Weekly Market Update - Monday 20th April

Welcome to this week’s Titan International market review for the week ending 19th April 2026. The week ending 19 April delivered a third consecutive week of gains for global equity markets, with several major indices reaching record highs as the geopolitical backdrop continued to improve — albeit against a backdrop of ongoing uncertainty over the durability of any resolution to the Middle East conflict.The week's defining moment came on Friday, when Iran declared the Strait of Hormuz completely open to commercial vessels following a ceasefire agreement between Israel and Lebanon. US equities led the advance. European markets joined the rally, with Germany's DAX gaining 3.77% and France's CAC 40 adding 2.0%. In Japan, the Nikkei 225 gained 2.73% and touched a new all-time high. On the macro data front, US producer prices rose at a slower-than-expected pace in March, with core PPI particularly subdued. The VIX closed below 20, approaching pre-conflict levels. 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.

April 22, 2026Episode 413 min

Titan Wealth Weekly Market Update - Monday 13th April

Welcome to this week’s Titan International market review for the week ending 12th April 2026. The week ending 12 April was defined by a single watershed moment: the announcement late on Tuesday of a conditional two-week ceasefire between the US and Iran, which unleashed the most powerful single-session risk rally seen in approximately a year. The S&P 500 surged 2.5% on Wednesday — its best one-day performance in around twelve months — while the Dow climbed 2.9%, the Russell 2000 gained 3.0%, and international equities rallied 3.5%. The ceasefire's terms — contingent on Iran agreeing to a complete, immediate, and safe reopening of the Strait of Hormuz — had an immediate and dramatic effect on energy markets. Fixed income markets offered a more measured verdict. Credit markets told a more constructive story. Currency markets underwent a notable reversal. Despite the relief rally, the mood by Friday remained cautious. Looking ahead, attention turns to first-quarter earnings season, with major US banks reporting imminently. 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.

February 17, 2026Episode 403 min

Titan Wealth Weekly Market Update - Monday 16th February

Welcome to this week’s Titan International market review for the week ending 15th February 2026. Global equity markets were notably volatile over the week, as investors grappled with divergent signals from corporate earnings, macroeconomic data and broader risk sentiment. In the United States, equities finished the week lower, with major indices under pressure as concerns over the disruptive potential of artificial intelligence (AI) and valuation risk weighed on technology and growth stocks. Strong US labour market data surprised investors over the week. With over 75% of companies now having reported Q4 earnings, a significant majority of S&P 500 companies have beaten expectations, with approximately 79% of firms surpassing consensus forecasts and an average earnings surprise of 8.2%. Outside the US, performance was more resilient. Fixed income markets reflected investor caution. 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.

February 9, 2026Episode 393 min

Titan Wealth Weekly Market Update - Monday 9th February

Welcome to this week’s Titan International market review for the week ending 8th February 2026. Global equity markets were mixed over the week, with US equities declining while international markets were more resilient, as investors reassessed expectations for monetary policy and digested a steady flow of economic and corporate news.In the United States, equity markets moved lower as concerns emerged around valuation levels, particularly within large-cap technology stocks that have driven much of the market’s gains over the past year.The week brought a large dose of US labour market data, with the majority surprising to the downside. Outside the US, equity performance was comparatively stronger. Curency markets were impacted by two key interest rate decision across Europe for the week. Asian markets delivered mixed results.The recent trend of heightened precious metals price volatility continued, with gold rebounding from the previous week’s decline and silver retreating. 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.

January 26, 2026Episode 383 min

Titan Wealth Weekly Market Update - Monday 26th January

Welcome to this week’s Titan International market review for the week ending 25th January 2026. Global equity markets were mixed over the past week, trading cautiously as investors absorbed geopolitical noise, economic data revisions and ongoing rotation in leadership amid mixed earnings signals. In the United States, major stock indexes finished the week generally lower, with the S&P 500 and Dow Jones Industrial Average posting slight declines and the Nasdaq Composite modestly underperforming. Economic data continued to offer a nuanced picture of the US economy. Within markets, leadership continued to rotate. Internationally, performance diverged. Fixed-income markets hinted at a cautiously constructive backdrop. Looking ahead, investors will be watching a fresh slate of macroeconomic data—especially updated jobs figures and inflation prints—as well as central bank rate announcement from the Fed with commentary that could clarify the outlook for monetary 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.

January 15, 2026Episode 373 min

Titan Wealth Weekly Market Update - Monday 12th January

Welcome to this week’s Titan International market review for the week ending 11th January 2026. Global equity markets climbed modestly over the week as investors responded to a mix of economic data, central bank signals and earnings momentum, setting a cautiously optimistic tone for markets early in 2026.In the United States, equities got off to a strong start in the first full trading week of the year, with major indexes reaching fresh highs as sentiment improved around policy direction and economic stability. Economic data painted a nuanced picture of the US macro backdrop. Fixed-income markets responded to these signals with modest gains in Treasuries early in the week as traders weighed the potential for future rate cuts. Across the Atlantic, European equity markets also fared well, with the STOXX Europe 600 index advancing on optimism that economic momentum is stabilising, supported in part by encouraging industrial production and consumer spending data. Commodities performed positively, with energy prices rising as geopolitical developments and supply considerations kept broader markets engaged. Looking ahead, market participants will focus on a fresh slate of economic releases, including consumer price data and jobless figures, alongside corporate earnings updates that will help clarify the pace of global growth and inflation. 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.