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Wolf Money(world market review 28 Jun -5 July 2026)

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  (Super Nintendo World, Osaka) Market Summary 28 Jun – 5 Jul 2026 *USA* + US manufacturing PMI down 0.7% to 53.3 in Jun, vs estimates of 53.9, at 6th straight mth of expansion, prices paid index fell to 73 from 82.1  -US economy added 57k jobs in Jun, vs forecasts of 110k, May’s gain cut to 129k from 172,000, Apr’s revised to 148k from 179k  ± US private sector added 98k jobs in Jun, vs 122k in May and forecasts of 113k; most gains in services-providing industries, small firms accounted for >50%  + US job cuts down 53% to 45,849 in Jun, lowest since Dec 2025; tech sector cuts the most (15,503) + US job openings rose 9000 to 7.594m in May, highest since May 2024, jobless rate at 4.2% in Jun, vs 4.3% in May  + US average hourly earnings for all employees on US private nonfarm payrolls rose 13 cents or 0.3% MoM to US$37.64 in Jun + US Conference Board’s consumer confidence index at 91.2 in Jun, vs revised reading of 90.6 in May  -US factory orders fell 1.3...

Wolf Money/Bargain(10 things you need to know about Osaka and Kyoto)part1

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(Osaka Tower) I just came back from a trip to Japan. My family was able to experience the warm hospitality offered by the country from our trip to Nagoya and Tokyo 2 years ago. Here we are, back again, for more wonderful experience. These are the 10 things you need to know about Japan.  Politics   LDP or Liberal Democratic Party is the ruling party in Japan. Sanae Takaichi is the current Prime Minister of Japan. The number 1 priority of the government is to solve the inflation problem. The government is proposing lowering the VAT on food from 10% to 1% to help the population. Food inflation is a big problem in Japan. Many ramen shops were forced to close due to rising ingredient prices. Many honourable ramen shop owners choose not to raise prices at the expense of customers. (Japanese government rolling out measures to help the citizens) (Yen at lowest point in 40 years, but the stock market at its highest) Weather   We experienced our first typhoon in Osaka. Typhoon Jang...

Wolf Money(portfolio update end June 2026)

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  (Image credit: Daily Record) The World Cup The World Cup is in full swing now. I have a soft spot for the Scotland National Team. It must have been donkey years since I last saw a World Cup match featuring Scotland on TV. The country had been absent in the tournament for 27 years. The win over Haiti was their first in 36 years. Previously, I remember any matches that feature Scotland in the WC were always well-supported by travelling Scottish fans. The never-say-die attitude of the Scottish brings excitement to the games which any neutral fan can appreciate. Scotland is on 300 to 1 to win the World Cup based on bookmaker odds. That puts Scotland at 0.3322% probability of winning the cup among the 48 participating teams. The next two games saw defeat for the Scottish, ending their World Cup journey. After many setbacks, the Iranian football team finally played their first match in the tournament. During my teenage years, that was a good 35 years ago. I befriended an Iranian at my ...

Wolf Money(Hotel Grand Central)

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  (Image credit: Hotel Grand Central) The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I had the opportunity to buy back the share at a lower price over the past week. Previously, I sold the shares before going for my vacation. Due to liquidity constraints, I couldn’t communicate my position early. The upcoming 1H in Aug should show an improvement in earnings with the rise in AUD vs Singapore. Australian dollar is 9% stronger against the SGD since last year. The Auckland hotel occupancy rate has increased due to the opening of NZ International Convention Centre. The stock is trading at a 56% discount to NAV. I hope the management will address the undervalued stock price by increasing the dividend payout to improve shareholders’ return in the upcoming 1H 26 results. Kindly note the stock is thinly traded. More details at the end of month update. God Bless. Please co...

Wolf Money(world market review 22-28 June 2026)

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  (Beautiful Japan: Senbon Torii Gates) Market Summary 22-28 Jun 2026 *USA* -US PCE inflation up 0.4% MoM or 4.1% YoY in May, highest since Apr 2023; Core PCE at 3.4%, highest since Oct 2023    + US personal income up 0.7% MoM in May at 10-mth high + S&P Global Flash Composite PMI index rose to 52.2 in Jun, highest in 5 mths, Services PMI at 51.3, up from 50.7, Manufacturing PMI rose 0.6 to 55.7, highest since May 2022  + S&P Global Manufacturing PMI rose to 55.7 in Jun, reaching highest level since May 2022  + US Q1 GDP revised upwards to 2.1% from revised 1.6% as imports growth revised lower from 11.8% vs 21.1%   + US Consumer Sentiment index revised higher to 49.5 in Jun, vs preliminary reading of 48.9  -US current ac deficit widened to US$226.8bn in Q1 from revised US$2221.1bn in Q4  -US goods trade deficit widened to US$105.8bn in May, vs US$83bn in Apr; imports rose 3.6% to US$313.4bn, highest in 14 mths, exports down 5.4% to US$207....