Titan Wealth Weekly Market Update - Monday 26th May

Welcome to this week’s Titan International market review for the week ending 25th May 2025. 

Global equity markets declined whilst US Government bond yields increased over the week as rising US debt levels and trade tariffs weighed on investor sentiment.

Moody’s has stripped the United States of its final triple-A credit rating, citing Washington’s persistent failure to rein in ballooning fiscal deficits and the mounting burden of interest payments as a share of GDP. 

The downgrade came just days after the US House of Representatives narrowly passed a contentious tax reconciliation bill by a single vote. 

Meanwhile, President Donald Trump re-entered the trade fray, declaring that a 50% tariff on EU imports will come into effect from 1st June, and threatening a further 25% levy on iPhones manufactured outside the United States

Back in the UK, inflation unexpectedly accelerated in April, with headline CPI rising to 3.5% year-on-year—its highest reading since January 2024—driven by steeper housing and energy costs. Retail sales also surprised to the upside, climbing 1.2% on the month and 5.0% versus a year earlier.

Markets took a dim view of the deteriorating US fiscal outlook and rising geopolitical risk. 

In fixed income, yields on longer-dated US Treasuries surged. 

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.