AHR Weekly Market Update - Monday 20th January

Welcome to this week’s Titan International market review for the week ending 19th January 2025. Global equity markets rallied over the week, while bond yields eased as investors sifted through a host of macroeconomic data releases.In the US, December's headline CPI climbed to 2.9% from 2.7%, driven by a surge in energy prices. US corporate earnings season brought some cheer, with major banks beating expectations. In the UK, inflationary pressures eased more than anticipated. Headline CPI for December slowed to 2.5%, down from 2.6% in November, fuelling speculation that the Bank of England could cut interest rates as early as February. Germany's economic struggles continued, with GDP shrinking by 0.2% in 2024, marking a second consecutive annual contraction. China’s economy grew by 5% in 2024, meeting government targets. On equity markets, US value stocks led the way, with broad indices gaining just under 3% and technology stocks up 2.4%. In commodities, oil prices continued their upward march, rising to their highest levels since August. 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.