Daily Synopsis of the New York market close – August 1, 2025
Date Issued – 1st August 2025
Courtesy of the Research Department at Balfour Capital Group
Key Points
Trump’s sweeping tariffs raise U.S. effective rate to 18%: Sparking global inflation concerns.
European markets slide: Stoxx 600 drops...
Daily Synopsis of the New York market close – July 31, 2025
Date Issued – 31st July 2025
Key PointsAsia Stocks Dip as BOJ Holds Rates and U.S. Tariffs Hit India, South Korea: Asia-Pacific markets declined as the Bank of Japan held rates and investors weighed new U.S. tariffs on Indian and South Korean...
Daily Synopsis of the New York market close – July 30, 2025
Date Issued – 30th July 2025
Key PointsEuropean Gas Prices Rise as Trump Threatens Sanctions on Russian Exports: Benchmark TTF gas prices climbed over 5% this week as Trump’s Russia ultimatum stoked fears of tighter global energy supply...
Daily Synopsis of the New York market close – July 29, 2025
Date Issued – 29th July 2025
Key Points
Wall Street Reassesses Trade War Risk as Tariff Fallout Appears Contained: Markets are growing less fearful of recession as effective U.S. tariff rates stabilize near 15%, easing inflation concerns and...
Daily Synopsis of the Asia market close – July 28, 2025
Date Issued – 28th July 2025
Key PointsAsia Markets Mixed as U.S.-China Talks Begin; Samsung Surges on Tesla Deal: Asia-Pacific equities ended mixed as markets awaited clarity from U.S.-China trade talks in Stockholm, while Samsung soared over...
Daily Synopsis of the New York market close – July 25, 2025
Date Issued – 25th July 2025
Key PointsS&P 500 and Nasdaq Extend Record Rally as Earnings Strength and Trade Deals Boost Sentiment: U.S. equities continue to climb, with strong corporate earnings and optimism over new U.S. trade agreements...
Daily Synopsis of the New York market close – July 24, 2025
Date Issued – 24th July 2025
Key PointsChina-focused hedge funds outperform with double-digit returns: The Greater China Equities Hedge Fund Index gained 15% in H1 2025, driven by Hong Kong stock rebounds and strategic bets on AI and consumer...
Daily Synopsis of the New York market close – July 23, 2025
Date Issued – 23rd July 2025
Key PointsTrump Shifts Focus to EU Trade Talks: After securing a trade deal with Japan, U.S. President Donald Trump is pushing for an EU agreement before the Aug. 1 deadline, with 30% tariffs looming if no deal is...
Daily Synopsis of the New York market close – July 22, 2025
Date Issued – 22nd July 2025
Key Points
AstraZeneca to invest $50 billion in the U.S. as pharma tariffs weigh: The pharma giant announced a record U.S. investment, including a Virginia-based GLP-1 production facility, as global drugmakers...
Daily Synopsis of the Asia market close – July 21, 2025
Date Issued – 21st July 2025
Key Points
Australian Stocks Hit Record High: Australia’s S&P/ASX 200 surged to a record 8,757.2, supported by mining and biotech gains, while broader Asia-Pacific markets traded mixed following strong U.S....
