Daily Synopsis of the New York market close – December 10, 2025
Date Issued – 10th December 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
Amazon’s India Bet: Amazon committed over $35 billion to expand India’s AI and cloud infrastructure through 2030, aiming to generate 1...
Daily Synopsis of the New York market close – December 9, 2025
Date Issued – 9th December 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
Paramount-WBD Battle: Paramount launched a hostile $30-per-share all-cash tender offer for Warner Bros. Discovery, challenging Netflix’s...
Daily Synopsis of the Asia market close – December 8, 2025
Date Issued – 8th December 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
China Trade Rebound: China’s exports jumped 5.9% in November after the U.S. tariff truce, helping lift the country’s record trade surplus...
Daily Synopsis of the New York market close – December 5, 2025
Date Issued – 5th December 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
China GPUs: “China’s Nvidia” Moore Threads soared over 400% on its Shanghai debut after a $1.1 billion IPO, underscoring intense domestic...
Daily Synopsis of the New York market close – December 4, 2025
Date Issued – 4th December 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
Europe’s largest rare earth magnet plant: Neo’s new facility in Narva on Russia’s border is ramping up toward supplying roughly 10% of EU...
Daily Synopsis of the New York market close – December 3, 2025
Date Issued – 3rd December 2025Courtesy of the Research Department at Balfour Capital Group
Key Points
China’s 2026 Flashpoints – Property, Consumption, Deflation: Beijing heads into its year-end policy meetings with deep property stress,...
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,...
