AHR Weekly Market Update Podcast AHR Weekly Market Update

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 raising doubts about the timeline for potential interest rate cuts.The personal consumption expenditures (PCE) price index saw a 0.3% rise last month, ...

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 chipmaker Nvidia. As we near the end of this year's first-quarter earnings season, S&P 500 companies are expected to report solid earnings ...

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 in the form of the consumer price index (CPI). Elsewhere in economic developments that supported this week's narrative, US retail sales plateau...

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...