General
August 8, 2025
Written by Curation
S&P500: +8.6% FTSE100: +10.1 % Gold: +32.3%
Source: Connect Weekly | Week ending August 9, 2025
US stocks rebounded from last week’s slump, with the S&P 500 logging its best day since May on Monday before chopping sideways. A mix of upbeat corporate headlines and shifting macro signals lifted early sentiment, but tariff noise and soft data kept a lid on gains into week’s end. The benchmark finished modestly higher, snapping a two-week losing streak.
Monday’s rally was broad-based as tech and communication services led. Tuesday’s weaker-than-expected ISM Services print rekindled growth worries. Midweek, Apple’s plans for an additional $100bn in US investment sparked a 5% pop and buoyed mega-cap tech. By Thursday, a weak 30-year auction and fresh chip-tariff headlines (with exemptions for firms building in the US) cooled risk appetite. In the UK, the BoE cut rates 25bp to 4% after a tight re-vote.
President Trump signed an executive order enabling 401(k) administrators to include private assets including crypto in their plan offerings. The move was seen as a symbolic win for digital assets, sending Bitcoin higher and lifting sentiment across the crypto complex, even as broader equity markets traded mixed.
Gold prices hit fresh record highs this week as investors sought safety amid renewed US-China trade tensions and the prospect of steeper tariffs under President Trump’s latest proposals. The planned levies which include duties on imported gold bars have added to supply concerns while reinforcing gold’s appeal as a hedge against geopolitical risk and currency volatility. The metal’s rally was amplified by expectations of looser global monetary policy following the Bank of England’s rate cut and continued dovish positioning by other central banks.
We’re entering the thin-liquidity mid-August stretch, when seasonality is typically soft for the S&P 500 and headlines hit harder. With tariffs in focus and data mixed, expect a more headline-driven tape and fading intraday liquidity to amplify moves.
THIS ARTICLE DOES NOT CONSTITUTE ANY FORM OF ADVICE OR RECOMMENDATION AND IS NOT INTENDED TO BE RELIED UPON IN MAKING ANY INVESTMENT DECISIONS. Curation Connect is an information service provided by Curation Corporation. Liability Your investments are your responsibility. No liability whatsoever is accepted by Curation Corporation Limited or any Curation Corporation company of their respective directors, officers, employees or analysts for any loss, whether direct, indirect, special, incidental or consequential, arising whether directly or indirectly as a result of the recipient acting or not acting on any information in any Curation Connect publication, including, without limitation, lost profits arising from the use of the Curation Connect service or any of its publications. We have no liability for any loss of profit, loss of revenue, loss of business, business interruption, loss of opportunity or any indirect, special or consequential loss; any losses which arise from any event beyond our reasonable control; any losses which could not reasonably have been anticipated; or your inability to access and/or use the Curation Connect service or the website. We do not exclude or limit in any way our liability to you where it would be unlawful to do so. Disclaimer Curation Connect publications are provided for general information purposes only and should not be regarded as an offer, solicitation, invitation, inducement or recommendation relating to the subscription, purchase or sale of any security or other financial instrument or investment. This report is intended only for investors who are 'professional clients' as defined by the FCA, and may not, therefore, be redistributed to other classes of investors. This document is provided for information purposes only and should not be regarded as an offer, solicitation, invitation, inducement or recommendation relating to the subscription, purchase or sale of any security or other financial instrument. This document does not constitute, and should not be interpreted as, investment advice. You must carry out your own independent research and obtain suitable professional advice before making any investment decision. The Curation Connect publications do not take the specific needs, investment objectives and financial situation of any particular individual into consideration and we cannot state whether any investment mentioned is suitable for you. You should not base any investment decision solely on the basis of the information we publish or provide to you. Always be aware of market risks – never invest money you cannot afford to lose. All investments can go down as well as up. Investing in securities entails risks. Potential Conflicts of Interest Curation Connect or its respective directors, officers, employees, contributors and clients may have or take positions in the securities, entities or investments mentioned in the Curation Connect publications. Any of these circumstances could create, or be perceived as creating, conflicts of interest. Privacy and Registration All information received from you and your use of the Curation Connect service and the website will be used by Curation Corporation Limited in accordance with our Privacy Policy. Please read this for details of how we may process your personal data. On registration for the Curation Connect service, you must provide us with accurate, complete registration information and it is your responsibility to update and maintain changes to your information. Curation Connect, a trading name of Curation Corporation Limited, is entitled to rely on any information you provide to us. Read our full T&Cs, disclaimers and privacy notice. Contact us at info@curationcorp.com Curation Corporation Limited, 58 Borough High Street, London, SE1 1XF, UK
Make informed investment decisions
To keep up-to-date with the companies showcased
Subscribe© 2024 Curation Connect - All Rights Reserved - Made by MDN Digital
.svg)
