Daily Synopsis of the New York market close – December 2, 2025
Date Issued – 2nd December 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
AI Hardware Squeeze: Nvidia’s pivot toward advanced memory and the AI data center buildout are straining global chip and storage supply,...
Daily Synopsis of the Asia market close – December 1, 2025
Date Issued – 1st December 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
China’s Factory Setback: Manufacturing PMI dipped back into contraction, while services turned negative, highlighting weak domestic demand...
Daily Synopsis of the New York market close – November 28, 2025
Date Issued – 28th November 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
CME Group Outage: CME Group halted trading across major futures and options markets after a data-center cooling failure, briefly freezing...
Daily Synopsis of the New York market close – November 27, 2025
Date Issued – 27th November 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
China’s Industrial Profits Fall: Industrial profits in China dropped 5.5% year on year in October, the steepest decline in five months,...
Daily Synopsis of the New York market close – November 26, 2025
Date Issued – 26th November 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
Tech Valuations vs. Earnings: U.S. tech stocks now represent 31% of the S&P 500’s market value but contribute only 21% of earnings,...
Daily Synopsis of the New York market close – November 25, 2025
Date Issued – 25th November 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
Amazon to Invest $50 Billion in AI for U.S. Government: Amazon will expand AWS’s AI and HPC infrastructure for federal agencies, adding...
Daily Synopsis of the Asia market close – November 24, 2025
Date Issued – 24th November 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
Singapore Inflation Surprise: Singapore’s October headline and core inflation both jumped to 1.2% year on year, above expectations and at...
Daily Synopsis of the New York market close – November 21, 2025
Date Issued – 21st November 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
SoftBank Sinks Over 10%: A Nvidia-led selloff hit Asia’s chip complex, dragging down major suppliers like SK Hynix, Samsung, TSMC, and...
Daily Synopsis of the New York market close – November 20, 2025
Date Issued – 20th November 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
Nvidia OpenAI Pact Uncertainty: Nvidia flagged “no assurance” that its headline $100 billion OpenAI investment will be finalized,...
Daily Synopsis of the New York market close – November 19, 2025
Date Issued – 19th November 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
Hong Kong IPO window reopens: A rebound in listings and a 28% YTD Hang Seng rally are giving China-focused private equity long-awaited...
