AHR Weekly Market Update Podcast AHR Weekly Market Update

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 most significant positive surprise since the third quarter of 2021. Furthermore, profitability has seen an uptick after facing pressures thr...

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 disappointing inflation readings that could make those rate cuts a while in coming.Key US employment data released during the week saw the U.S. econ...

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 preliminary estimate indicated that the economy grew at a meagre annualised rate of 1.6% in the first quarter, significantly trailing the anticipated...

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 expected 0.3%, and up from a revised 0.9% increase in February. In the UK, consumer price inflation dropped to 3.2% in March, the lowest ...

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 July meetings. Later in the week stocks pulled back sharply, in the wake of reports that Iran was preparing to directly attack facilities on Israe...

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 moderate ascent in consumer prices. Meanwhile, a surge in consumer spending has led to an upward revision of the final quarter's economic ...