Daily Synopsis of the New York market close – November 7, 2025
Date Issued – 7th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Volatility: DBS CEO Tan Su Shan flagged stretched U.S. valuations and concentration in mega-cap tech, urging broader diversification with...
Daily Synopsis of the New York market close – November 6, 2025
Date Issued – 6th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Qualcomm Beat & Upbeat Outlook: Stronger results and guidance on resilient smartphone demand and growing auto chips, with...
Daily Synopsis of the New York market close – November 5, 2025
Date Issued – 5th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Pullback Risk: Goldman Sachs and Morgan Stanley flag a 10%–20% correction over 12–24 months after AI-led highs, advising investors to...
Daily Synopsis of the New York market close – November 4, 2025
Date Issued – 4th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
OpenAI inks $38B AWS pact, Amazon hits record: OpenAI shifts compute to AWS’s Nvidia GPUs, diversifying beyond Microsoft; AMZN rallies as...
Daily Synopsis of the Asia market close – November 3, 2025
Date Issued – 3rd November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Asia Stocks Advance: Kospi hit a record 4,221.87 as Asia markets climbed despite mixed China PMIs (private 50.6 vs 50.9 expected;...
Daily Synopsis of the New York market close – October 31, 2025
Date Issued – 31st October 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Asia Rallies on Truce: Japan’s Nikkei hits a record as a Trump–Xi rare-earths truce lifts risk sentiment; Korea gains on Nvidia-led AI...
Daily Synopsis of the New York market close – October 30, 2025
Date Issued – 30th October 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
U.S.–China Trade Truce Lifts Market Sentiment: Trump and Xi reached a one-year agreement pausing rare earth export curbs and cutting U.S....
Daily Synopsis of the New York market close – October 29, 2025
Date Issued – 29th October 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Fed Liquidity Watch: Strains in short-term lending point to tighter cash conditions, increasing the chance the Fed pauses its...
Daily Synopsis of the New York market close – October 28, 2025
Date Issued – 28th October 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Saudi Arabia Accelerates Post-Oil Transition: The kingdom is channeling resources into AI, tourism, and sports, with over half its...
Daily Synopsis of the Asia market close – October 27, 2025
Date Issued – 27th October 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
U.S.–China Near Trade Truce: Washington and Beijing outlined a framework pausing new U.S. tariffs and delaying China’s rare earth export...
