AHR Weekly Market Update - Monday 27th January

Welcome to this week’s Titan International market review for the week ending 26th January 2025. 

US equity markets soared to fresh record highs throughout the week as the inauguration of President Donald Trump took centre stage. 

Among the most notable directives was a declaration of a national energy emergency aimed at reducing restrictions on fossil-fuel production and fast-tracking new energy infrastructure projects.

Following these developments, energy markets appeared unsettled, with oil prices dipping in response. 

Trade policy also remained in the spotlight, although the much-feared wave of tariffs has yet to materialise. 

President Trump also unveiled an executive order aimed at making the United States the global leader in artificial intelligence (AI). 

On the corporate front, earnings offered further support to US markets. By Friday, fourth-quarter net income for S&P 500 companies was expected to rise by 12.7% compared with the same period last year, based on results already reported and projections for companies yet to announce.

For the week, US equities advanced 1.7%, while European shares gained 1.2%, buoyed by the absence of immediate tariff announcements. 

In commodities, the rally in US crude oil came to a halt, with prices falling over 3% this week, snapping a four-week winning streak. 

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.