Daily Synopsis of the New York market close – November 14, 2025
Date Issued – 14th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Risk-Off as Fed Cut Bets Recede: Global equities weakened after hawkish Fed signals cut December rate-cut odds to roughly 50/50; Asia...
Daily Synopsis of the New York market close – November 13, 2025
Date Issued – 13th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Tencent beats on AI and games: Revenue rose 15% as AI improved ad targeting and new titles lifted gaming; international game sales...
Daily Synopsis of the New York market close – November 12, 2025
Date Issued – 12th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
U.S.–China Truce: Tariffs and some export curbs were eased, improving near-term supply chains, but both sides kept leverage tools;...
Daily Synopsis of the New York market close – November 11, 2025
Date Issued – 11th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
Shutdown Deal Lift: U.S. stocks rebounded (Dow, S&P 500, Nasdaq) as the Senate advanced a plan to end the record shutdown, reviving...
Daily Synopsis of the Asia market close – November 10, 2025
Date Issued – 10th November 2025 Courtesy of the Research Department at Balfour Capital Group
Key Points
China Inflation Mixed: CPI turned positive at 0.2% YoY while PPI fell 2.1% YoY, signaling easing consumer deflation but persistent...
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;...
