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,...
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...
