 
GTI Premium Spreadsheet, 1 August 2025
The market is being driven by Nvidia and Microsoft. Breadth is thinning after the weak jobs data, while bond yields
 
The full suite of data from the GTI universe, covering the leading, emerging, weakening, and bearish trends from over 2,000 individual stocks in developed and emerging markets.
 
The market is being driven by Nvidia and Microsoft. Breadth is thinning after the weak jobs data, while bond yields
 
Apple and Tesla stand out as the weakest names of the Magnificent Seven stocks, but the rest are finding their
 
The stock market trends this week see Aircraft appear, as Airbus and Safran are Leading while Boeing is Emerging. Nvidia
 
Nvidia and Broadcom are back leading the world index once more, as American AI stocks return to the fore. The
 
Financials like JP Morgan and Goldman Sachs still dominate, defying the narrative of a tech-first market, and fintech disruption. At
 
US Stocks are still weak in CAPR, but the strong trends of its neighbours (Canada and Mexico) are starting to
 
In Asia this week, South Korea is growing in strength with names like SK Hynix in the leading category, while
 
Defence and AI remain strong, along with Asian financials. Saudi Arabia stands out as weak alongside some leading quality defensives.
 
This week, we are seeing continued weakness in energy and real estate, while global financials and utilities remain strong. We
 
Issue 4; No one is talking about the weakness in US real estate, which has been lagging for a decade,
 
Issue 3; Financials, Communications, and Industrials dominate the Leading/Emerging trends this week, but most interestingly, all of them are
 
Issue 2; This week’s edition of GTI Premium highlights is dominated by the post-tariff bounce, which has been strong.