Welcome to this week’s Titan International market review for the week ending 27th September 2026.

Equity markets managed a positive week, though the gains masked a bond market that continued to deteriorate at an alarming pace.

The bond market is another matter entirely.

The dollar has been a direct beneficiary of the Fed's tightening, rising 0.6% against a basket of major currencies on the week and 2.3% above its recent September low.

On the geopolitical front, there was genuine relief.

The week ahead brings the US September jobs report on Friday, the single most important data point the Fed will receive before October's meeting.

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 20th September 2026.

Global equity markets ended the week mixed in what will be remembered as one of the most consequential weeks for monetary policy in several years.

The week's dominant event was Wednesday's FOMC decision.

The early part of the week was dominated by an unexpected development in the AI space.

The 10-year US Treasury yield briefly touched 5.04% intraday — its highest level since 2007 — early in the week as fresh Saudi infrastructure attacks and record diesel prices amplified inflation anxiety, before retreating to 4.94% on Thursday as reports emerged that pipeline damage may be less severe than initially feared.

In Europe, the STOXX 600 fell 0.57% and in a notable market milestone, L'Oréal overtook LVMH to become France's most valuable listed company for the first time since 2017.

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 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.

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.

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.

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

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.

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.