US stocks rallied, driven by Big Tech. Weekly market recap, trading week 32/2025

Summary of the trading week using the most popular posts from the X platform

Author

Global Markets Investor
August 10, 2025

In this series, you can find financial markets posts with the highest number of interactions from my X platform feed over the most recent week. I am aware that not everybody uses X regularly, so I thought it could provide some value to your analysis, and investment process. These posts are surrounded by extra charts, commentary and explanations of complicated topics.

US stocks recorded the best week since late June driven by Big-Tech. Apple jumped 13%, posting the best week since 2020.

US equities have recently gained support from stronger than expected corporate earnings (low expectations), robust buyback activity, and steady retail inflows.

Gold and silver also rallied.

In case you missed it, other posts from this week are listed below.

⚠️The US labor market suggests the economy is in a recession

Massive downward job revisions continue, and it is not over yet

globalmarketsinvestor.beehiiv.com/p/the-us-labor-market-suggests-the-economy-is-in-a-recession

⚠️The US manufacturing recession is worsening

The manufacturing outlook does not look compelling

globalmarketsinvestor.beehiiv.com/p/the-us-manufacturing-recession-is-worsening

⚠️The US services sector is struggling

The recent services sector data looks stagflation

globalmarketsinvestor.beehiiv.com/p/the-us-services-sector-is-struggling

!!️World markets have almost never been this expensive

Over the next decade we will likely see lower than average annual returns

globalmarketsinvestor.beehiiv.com/p/world-markets-have-almost-never-been-this-expensive

🔥A remarkable rise in gold and silver prices

Despite overbought conditions, precious metals continue grinding higher

globalmarketsinvestor.beehiiv.com/p/a-remarkable-rise-in-gold-and-silver-prices

⚠️CHART OF THE WEEK: The rise in the prices of necessities this century has been massive

Healthcare, college, housing and food expenses have outpaced average inflation since 2000

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-the-rise-in-the-prices-of-necessities-this-century-has-been-massive

⚠️Portfolio performance review as of July 2025

Assessment of my long-term investment portfolio as of July 2025

globalmarketsinvestor.beehiiv.com/p/portfolio-performance-review-as-of-july-2025

1) Weekly performance. In the first post attached, you can see last week’s performance of the major US indexes, the VIX volatility index, 10-year Treasury yield, the US Dollar, gold, silver, WTI Crude oil and Bitcoin.

- S&P 500 rose 2.4%
- Nasdaq index surged 3.9%
- Dow Jones increased 1.4%
- Russell 2000 (small caps) rose 2.4%
- US 10-year Treasury yield increased 6 bps
- VIX fell 26%
- US Dollar index declined 0.9%
- WTI Crude Oil dropped 5.9%
- Silver jumped 4.3%
- Gold rose 1.7%

🔥This is the year of precious metals

Gold, silver and platinum are crushing US stocks and other assets this year

globalmarketsinvestor.beehiiv.com/p/this-is-the-year-of-precious-metalsthe-us-labor-market-headline-numbers-are-useless-1

⚠️CHART OF THE WEEK: Will the gold outperformance of the S&P 500 continue for years?

Food for thought regarding gold and the S&P 500 relative performance

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-will-the-gold-outperformance-of-the-s-p-500-continue-for-years

- Bitcoin jumped 3.6%

Is Bitcoin going to $1,000,000?

What to expect from the world's largest cryptocurrency in the coming months and years

globalmarketsinvestor.beehiiv.com/p/is-bitcoin-going-to-1000000

For the trading week ending August 15, key events are:

- US CPI Inflation for July on Tuesday

- US PPI Inflation for July on Thursday

- US Retail Sales for July on Friday

- US Industrial Production for July on Friday

- US Consumer Sentiment for August on Friday

- At least 5 Fed speakers

- ~5% of S&P 500 companies reporting earnings

All eyes will be on US inflation data.

2) Euphoria in the markets continues.

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