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…

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…

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…

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&…

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,…

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…

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…

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…

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 …

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…

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 …

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…

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…

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…

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…

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…

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 …

Welcome to this week’s AHR market review, for the week ending 9th August 2024 The global stock markets saw a week of heightened volatility, driven by a mix of economic data releases, central bank actions, and sector-specific developments. In the United States, the three major indices — the Dow Jones Industrial Average (DJIA), S&P 500, and Nasdaq Co…

Welcome to this week’s AHR market review for the week ending 19th July 2024. Stocks saw their worst week since April with major indexes under pressure amid a massive global software glitch that stranded flights, interrupted health care services, and interfered with business around the world. A major factor in the underperformance of growth stocks w…

Welcome to this week’s AHR market review for the week ending 14th July 2024. The U.S. large-cap value stock index outperformed its growth benchmark counterpart for the week, eroding some of the growth style’s wide margin of year-to-date outperformance. A major factor supporting many stocks appeared to be Thursday’s release of the US Labor Departmen…

Welcome to this week’s AHR market review for the week ending 30th June 2024. Global equity markets were mixed in a week that saw the end of June and the end of the first half of the year. The first half of the year witnessed continued enthusiasm for artificial intelligence, propelling mega-cap technology names to deliver exceptional gains. The tech…

Welcome to this week’s AHR market review for the week ending 7th July 2024. In a week filled with economic and political activity across the globe, global equity markets pushed higher into new record highs. Two critical pillars of the U.S. economy, the services sector and the labour market, are exhibiting signs of moderation. The U.S. unemployment …

That’s all for this week’s AHR Weekly Podcast. Thank you for listening and for further investment insights head over to ahrprivatewealth.com.Oleh AHR Weekly Market Update

On this week’s AHR Market review.. Over the week global stock indexes rebounded from a modest setback the previous week, as US equity markets eclipsed record highs set last month. The U.S. economy saw a substantial boost in May, adding 272,000 jobs, far exceeding the projected 180,000 gain. Earlier in the week, the Bank of Canada became the first c…

On this week’s AHR Market review. The major U.S. stock indexes all declined snapping a string of five consecutive weekly gains that had lifted the indexes to record highs. US inflation held steady in April, a troubling indicator for the Federal Reserve, suggesting that the persistent rate of price increases may endure longer than anticipated and ra…

On this week’s AHR Market review. Equity markets were divergent over the week, as earnings announcements from one of the world's largest chipmaker’s masked further concerns around the future path for interest rates in the US. One of the main factors behind the market's recent divergence has been the impressive performance of artificial intelligence…

On this week’s AHR Market review. Equity markets recorded a fourth straight week of gains and reached record highs, following the release of inflation data from the US that has investors once again betting that interest rate cuts may not be too far away. The catalyst for the market moves over the week appeared to be the release of US inflation data…

On this week’s AHR Market review. Equity markets rose for the third week in a row as quarter one earnings season draws to close and US markets once again get close to all-time highs. With 90% of S&P 500 companies now having disclosed their earnings for the first quarter, the results have surpassed analyst predictions by a notable 8.5%, marking the …

On this week’s AHR Market review. In a week filled with US economic data, Fed rate decisions and corporate earnings announcements, global equity and bond markets edged higher. The U.S. Federal Reserve held interest rates steady on Wednesday and signalled it is still leaning towards eventual reductions in borrowing costs but put a red flag on recent…

On this week’s AHR Market review. Equity markets staged a recovery over the week following the recent slump. In the U.S., approximately a third of S&P 500 companies, accounting for 40% of the index's market cap, have reported their earnings for the first quarter. Economic data from the U.S. painted a less rosy picture. The Commerce Department's pre…

On this week’s AHR Market review. Stock markets suffered their third straight week of losses amid concerns about Middle East tensions and the likelihood of U.S. interest rates staying higher for longer. In economic news, robust figures from the U.S. Commerce Department indicated that retail sales in March surged by 0.7%, significantly exceeding the…

On this week’s AHR Market review. Equity markets fell over the week following hotter than expected US CPI data and heightened tensions in the Middle East following Iran’s attempted missile strikes on Israel. Just one month ago markets had placed a high probability that the US Federal Reserve would cut its interest rates at it’s upcoming June and Ju…

On this week’s AHR Market review. In a week that capped off the end of the first quarter, equity markets finished slightly higher ahead of the Easter break. In the latest dispatch from the economic front, the U.S. Federal Reserve's favoured barometer for monitoring inflation - the Personal Consumption Expenditures Price Index - has unveiled a more …

On this week’s AHR Market review. Global equity markets enjoyed a week of solid gains following a host of key Central bank meetings from around the world. On Wednesday the US Federal Reserve held its March Federal Open Market Committee (FOMC) meeting and also released an updated set of economic projections. A similar narrative was relayed in the UK…

On this week’s AHR Market review. Welcome to this week’s AHR market review for the week ending 17th March 2024. Inflation data from the US came in slightly above expectations, leading to a second week of declines for US equity markets whilst European equities etched out gains The US consumer price index rose 0.4% last month after climbing 0.3% in J…

On this week’s AHR Market review. Global equity markets ended the week mixed as fixed income markets posted gains following key central bank announcements and US employment data that showed a healthy but slowing US labour market. The U.S. nonfarm-jobs report last week was somewhat mixed but overall pointed to early signals of a U.S. labour market t…

On this week’s AHR Market review. Equity markets continued to etch higher in a week where the Nasdaq joined the equity record club. The US Commerce Department’s release of the core personal consumption expenditures (PCE) price index was the main focus point of the week for investors. The latest estimate of US GDP for quarter four 2023 showed the US…

On this week’s AHR Market review. Global equity markets posted another positive week of performance led by US technology stocks. The earnings announcement from Nvidia saw the company smash earnings and revenue expectations, as well as providing positive guidance for the remainder of the year around demand for AI focused semi-conductors. US equity m…

On this week’s AHR Market review. Global equity markets continued their strong start to the year, with nearly all major indices moving higher for the week whilst bonds declined as investors contemplate when central banks may begin cutting interest rates. In the space of three weeks, slightly negative expectations for the current quarterly earnings …

On this week’s AHR Market review. Central bank decisions and major corporate earnings announcements were under the spotlight during the week as equity markets continued their strong start to the year. On Wednesday the US Federal Reserve’s policy-setting committee kept benchmark interest rates in the 5.25%-5.50% range and announced that rate cuts wo…

On this week’s AHR Market review. US equity markets etched higher to new record highs over the week, as global equity markets rallied following positive US economic data, European Central Bank comments and the announcement of Chinese economic stimulus. U.S. economic growth continues to surprise to the upside. Fourth-quarter GDP growth in the U.S. c…

On this week’s AHR Market review. Despite volatility increasing into the start of 2024, US equity markets pushed ahead to new record levels over the week, supported by a rally in technology and communication services. Chances of a rate cut by the US Federal Reserve in March fell sharply over the week, from 81% to 47%, according to futures markets d…

On this week’s AHR Market review. Equity and bond markets posted positive returns over the week despite a higher than expected inflation reading from the US. The main focus of the week was the release of US CPI data, which showed an annual increase of 3.4% in December, slightly higher than the previous months reading of 3.1%. Over half of the overa…

On this week’s AHR Market review. After a run of nine consecutive weeks of gains, the momentum of global equity markets was finally broken in the first week of 2024 as markets posted a weekly decline. Key employment data from the US during the week showed that the U.S. economy added 216,000 new jobs last month, exceeding most economists’ expectatio…

On this week’s AHR Market review. Welcome to this week’s AHR market review for the week ending 17th December 2023. Equity markets continued their strong end to the year, spurred by the prospect of near-term interest rate cuts, as several indexes reach levels close to their all-time highs. The U.S. Federal Reserve kept its benchmark interest rate un…

On this week’s AHR Market review.. Equity markets recorded another positive week as the strong end to the year continues, US equities recording their sixth straight week of gains and reaching their highest levels so far this year. The U.S. economy added 199,000 jobs in November, slightly more than expected, with the unemployment rate falling to a f…

On this week’s AHR Market review.. Global equity markets continued their strong rally during the week in what was a holiday shortened week for US markets, as they observed Thanksgiving celebrations on Thursday. Business growth forecasts in the US suggested a larger than expected decline in activity for manufacturing firms whilst U.S. sales of exist…

On this week’s AHR Market review.. Markets were buoyed over the week by cooling inflation data from the US, boosting the likelihood that the US Federal Reserve may be at the end of their interest rate hiking programme. After a brief acceleration in late summer, US inflation resumed its downward trajectory in October. However, housing costs, which a…

On this week’s AHR Market review.. In a week where the USA’s credit outlook was lowered to negative, equity markets broadly finished the week higher led by growth stocks. As the majority of major earnings announcements for quarter three come to an end, data from LSEG states that of the 455 companies in the S&P to report earnings, 81% reported above…

On this week’s AHR Market review.. Equity markets entered correction territory over the week, falling over 10% since their mid-July highs, despite stronger than expected economic growth and corporate earnings announcements. Economic news during the week was highlighted by a stronger than expected US gross domestic product report, which showed that …