Wolf Money(world market review 1-7 Sept 2025)
Market Summary 1-7 Sept 2025
*USA*
-US unemployment rate at 4.3% in Aug to near 4-yr high, jobless increased 148,000 to 7.384m
-US factory orders down by 1.3% MoM in Jul at US$603.6bn
± US nonfarm employment up 22,000 in Aug, well below expectations of 75,000
+ US average hourly earnings for all employees on private nonfarm payrolls rose by 10 cents to US$36.53 in Aug
-US job cuts 85,979 in Aug, up 39% from 62,075 in Jul: Challenger
± US private payrolls rose 54,000 in Aug, vs Jul’s revised number of 106,000
-US 30-year Treasury yield briefly breaking 5%, one of highest levels this year
± US 10-year Treasury note fell to 4.10%, lowest in 5 mths
± Trump’s short list for Fed: Hassett, Warsh and Waller
-US trade deficit widened to US$78.3bn in Jul, as imports surged, vs revised US$59.1bn deficit in Jun
+ US composite PMI Output Index at 54.6 in Aug, vs 55.1 in Jul; Services PMI Business Activity Index at 54.5, vs Jul’s 55.7
+ US average interest rates for 30-fixed-rate mortgages fell to 6.29% at 11-mth low after jobs report
+ US officially implements trade agreement with Japan; baseline 15% tariff on nearly all Japanese imports
± Japan-US tariff agreement: auto tariffs to be reduced to 15% from 27.5%, US$550bn investment going to US, an increase in US imports of rice and aircraft
+ Nasdaq proposed new standards, including a US$15m market value requirement for listing requirement; firms operating in China need to raise at least US$25bn in IPO
-US plans curbs on imports of Chinese drones, medium and heavy-duty vehicles
-Trump mulling blocking IT outsourcing work to Indian companies
+ NASA vows to reach the Moon during Trump’s term in office: Acting Administrator
-US AI giant Anthropic will stop selling its AI services to companies’ majority-owned by Chinese entities
+ American Bitcoin Corp, backed by Eric Trump and Donald Trump Jr, began trading on Nasdaq, surged 92% on Nasdaq debut
+ Tesla released Master Plan Part 4; shifting focus from EV and energy to AI and robotics; “80% of future value will come from Optimus robot”: Musk
+ Tesla offers unprecedented US$1 trillion pay package to Musk
-Musk’s XMoney facing delays amid regulatory hurdles and departures of several executives from the payments division
+ Lockheed awarded contract worth US$9l8bn with US Army
-US revoked TSMC’s waiver that allowed shipments of advanced chip supplies to China
+ OpenAI, Broadcom to launch chip in 2026; raised its projected cash burn through 2029 to US$115bn
*OTHERS*
-Canada jobless rate rose 0.2% pts to 7.1% in Aug, highest level in 4 yrs
-Mexico considering imposing tariffs on imports from countries that do not have trade agreements with Mexico, including China
+ World Gold Council proposes digital gold initiative, to allow investors to own a share of physical gold stored in vaults, including in small, fractional amounts
+ Gold tops US$3600 for the first time
± OPEC+ will likely raise oil output further form Oct: sources
-Global Food Price Index at 130.1 in Aug, the highest since Feb 2023
*CHINA*
+ PBOC to conduct ¥1 trillion (US$140.74bn) outright reverse repo operation, to maintain ample liquidity in national banking system
+ China’s services PMI rose to 53 in Aug, vs Jul’s 52.6, highest reading seen since May 2024: S&P Global
+ China’s services trade volume reached ¥4.58 trillion (US$641.2bn) in first 7-mth, up 8.2% YoY
+ China released new action plan to bolster its electronics manufacturing sector, stresses resilient, self-sufficient supply chains
+ China rolled out subsidised household consumer loans to boost spending, to cut borrowing costs n spur spending
+ China’s securities regulator released draft rules that would lower the rates of sales-related fees for public offering funds
+ China introduced new tax support measures targeting state assets transferred to supplement country’s social security funds, to strengthen financial sustainability of social security system
-China slapped up to 78% tariffs on US fibre-optic imports in first-ever anti-circumvention case, hours after US imposed sanctions on a GZ-based chemical firm, over fentanyl claims
-China’s investigation finds EU is dumping pork, will introduce provisional anti-dumping measures starting on Sept 10
+ China extends anti-dumping probe on halogenated butyl rubber from Canada, Japan and India to Mar 14, 2026
+ China’s New Int’l Land-Sea Trade Corridor, connecting western regions to global markets, had transported >1m TEUs of cargo
+ China starts aviation training from Southeast Asia in an effort to promote its home-grown civilian aircraft, C919
+ China aims to build a ¥7 trillion (US$980bn) sports sector by 2030, to promote sports as a key sector for economic growth, social development
+ China’s wind turbine exports grew over 20% in H1, with renewable energy generator units’ exports to other BRICS countries up >70%, wind turbine components up 11.8%
+ China’s CSSC and CSIC implemented their shares swap registration, with CSIC to delist, creating world largest shipbuilding group
+ China Aug A-share retail investor new accounts reached 2.65m, up 165% YoY and 35% MoM
+ China-Laos railway boosts Southeast Asian durian sales in China
+ BYD sold total 2.9m vehicles year-to-date, up 23% compared to same timeframe in 2024
+ Pony AI announced partnership with Qatar’s Mowasalat to deploy robotaxis in Doha
+ Huawei unveiled Mate XTs Extraordinary Master, a tri-fold smartphone powered by Kirin 9020 chip and Harmony OS 5
+ HK property deals hit 4-yr high on hopes of rate cuts and buyer incentives
*EUROPE*
-Eurozone GDP grew 0.1% QoQ in Q2, its weakest performance since Q4 2023, slowing from 0.6% in Q1
+ ECB President Lagarde urged EU to adopt legislation addressing liquidity risk related to stablecoins
± Eurozone retail sales down 0.5% in Jul, EU down 0.4%; on annual basis, it advanced by 2.2% and 2.4%
+ EU proposed adoption of 2 major trade agreements with Mercosur, Mexico
-EU announced Google will be fined €2.95bn, in breaching of competition rules
-German new factory orders declined 2.9% MoM in Jul
± Germany sells €3.8bn in 10-year bonds at 2.77% yield
+ BMW will return to growth in China with all-electric series: CFO
-UK 30-year bond yields hit 27-yr high, to as high as 5.72%, pond falls
-UK new car registrations down 2% YoY in Aug
-France’s trade deficit at €5.6bn in Jul, exports rose €0.5bn MoM to €51.2bn, imports up €0.3bn to €57.7bn
+ Putin announced significant progress made in constructing the Power of Siberia 2 gas pipeline to China, designed to deliver up to 50bn cubic meters of gas annually from Russia to China via Mongolia
*ASIA / OCEANIA*
+ Australia’s GDP expanded by 1.8% in Q2, higher than expected: ABS
+ Australia’s trade surplus at A$7.31bn in Jul, vs surplus of A$5.37bn in Jun; imports fell 1.3% MoM, exports rose 3.3%
-Japanese PM Ishiba decides to step down to avoid split within the ruling party
-Japan says US trade deal not settled, awaits pharma, chip orders
+ Japan’s labour cash earnings rose 4.1% YoY in Jul, accelerated from 3.1% in Jun
+ Samsung launched new Galaxy Tab S11 series with smarter DeX, AI
+ Indonesia achieved trade surplus for 63 consecutive mth as exports exceeded imports by US$4.17bn in Jul
+ Thai tycoon Charnvirakul took office as new Prime Minister after endorsement from the king
+ Vietnam FDI rose 8.8% YoY to US$15.4bn from Jan-Aug, highest level for an 8-mth period last 5 yrs
+ Malaysia-China eye border cooperation from tropical fruits to semiconductors: Malaysian business leader
+ Sg retail sales rise 4.8% in Jul, surpassing expectations
+ Sg 2025 growth outlook to raise to 2.4% on stronger manufacturing, exports: Economists
+ Sg, India to launch roadmap on cooperation under Comprehensive Strategic Partnership: PM
Contribution by Derek@valueinvestments chat group. Thank you.
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