Wolf Money(world market review 22-28 Sept 2025)
Market Summary 22-28 Sept 2025
*USA*
+ US personal spending up 0.6% MoM to US$21.112 trillion in Aug, the sharpest increase in 5 mths
-US Consumer Sentiment Index down 5.3% MoM in Sept to 55.1 pts, dropped by 21.6% YoY
± US PCE up 0.6% MoM or US$129.2bn in Aug. PCE price index grew 2.7% YoY and 0.3% MoM
+ US core PCE price index up 0.2% MoM as expected
+ US initial jobless claims sank by 14,000 to 218,000 at 2-mth low
+ US inflation-adjusted consumer spending rose 0.4% in Aug, core personal consumption up 0.2% YoY
+ US GDP revised up to 3.8% YoY in Q2 on strong consumer spending, up from previous estimate of 3.3%
± US year-ahead inflation expectations at 4.7% in Sept, vs Aug’s 4.8%, 5-year inflation revised down to 3.7% from 3.9%
+ US corporate profits up 0.2% to US$3.259 trillion in Q2, after a revised 0.6% fall in Q1
+ US personal income up 0.4% MoM to US$26.280 trillion in Aug, same pace as Jul
+ US wholesale inventories fell 0.2% MoM to US$898.8bn n Aug, vs expectations of 0.1% increase
+ US durable goods order rose 2.9% MoM to US$312.1bn in Aug, vs revised 2.7% slumps in Jul
-Trump considering imposing tariffs on foreign electronic devices based on the number of chips in each one: sources
-US to impose 100% tariff on branded, patented drugs unless firms build plants locally: Trump
-US unveiled new import tariffs: 25% on heavy trucks, 50% on kitchen cabinets, bathroom vanities, 30% on upholstered furniture
+ US dropped tariffs on EU cars from 27.5% to 15%, in accordance with trade agreement reached
+ US aims to finalise trade agreements with more SEA nations in coming mths
-Trump to impose US$100,000 fee per year for H-1B worker visas, may impact tech companies, especially startups
+ Trump signed executive order to keep TikTok operating in US, with Vance saying it values it at US$14bn, pending China’s nod
-US pressed Argentina to dismantle its US$18bn currency swap arrangement with China
-Starbucks to close underperforming stores in North America, cut jobs in latest restructuring to revive sales and profits
-Global debt hit a record high of US$337.7 trillion at end of Q2; rose >US$21 trillion in first half of the year
*CHINA*
+ Xi announced new decarbonisation targets by 2035, to reduce net greenhouse gas emissions by min 7% from peak
+ China launched a cross-border bond repurchase access for foreign investors
+ China instructed leading domestic chipmakers to list within the mainland
+ China total industrial profits up 0.9% YoY to ¥4.69 trillion in first 8 mths
+ China gears up for upcoming 8-day Golden Week, expected to spark travel, consumption frenzy
-COMAC slashed delivery targets from its flagship C919 jet by 2/3
-China launches sweeping probe into Mexico’s imposition of tariffs and other trade restrictions on its exports
-China to initiate anti-dumping investigations into Carya illinoensis originated from Mexico and US
+ China’s export of mechanical and electrical products up 9.2% YoY in first 8-mth, making up 60.2% of total exports
+ China expands Argentina soybean buying to 20 cargoes
+ China signals US soybeans purchases if US removes “unreasonable tariffs” and creates conditions to support bilateral trade
+ China will not seek new special and differential treatments in WTO ongoing and future talks
+ China to implement export license management for pure EVs starting 2026
-China hits 6 US firms with export controls, unreliable entity list sanctions, citing to safeguard national security and interests
+ Sinopec completed and commissioned the expansion of China’s first shale gas processing plant
+ China’s CHN Energy commissioned country’s first solar-driven freight railway
+ Xiaomi considers setting up EV factories in Europe for further expansion in overseas
+ Baidu’s Robotaxi Apollo Go in talks with govts in SEA and Australia to launch its services in their markets
+ Cherry Auto officially listed on HKEX, attracted cornerstone investments approximately US$587m from >10 institutions
+ Chinese tech firms rush to list in HK to fund overseas expansion: SCMP
+ HK to launch upgraded US$14bn Yuan funding scheme, offer lower interest rates and broader scope for yuan loans
+ HK exports rose 14.5% YoY in Aug with surprise rebound in shipments to US and Europe
+ HK to host 4 major autumn tech exhibitions with 6200 exhibitors from Oct 13
*EUROPE*
+ European consortium of 9 banks to launch euro stablecoin in bid to counter US dominance
+ EU passenger car registrations rose 5.3% YoY to 677,786 units in Aug, following 7.4% gain in Jul
+ EU chief Leyen and China’s premier Li Qiang stressed cooperation during their meeting in NY
-EU plans to impose tariffs of 25%-50% on Chinese steel and related products
+ EU concluded trade deal with Indonesia, lifting tariff barriers on 98% of EU products exported to Indonesia
+ EU advancing in trade agreement talks with Philippines, Thailand, Malaysia: trade chief
-German Bosch to cut around 13,000 extra jobs at its auto-parts business by 2030, abt 3% of global workforce
+ Mercedes preparing to invest in Geely-backed smart driving firm
-UK would face 100% tariffs on pharmaceuticals imported into US under latest Trump plan
-UK retail sales fall for 12-mth in a row: CBI
*ASIA*
+ Japan will set up investment facility to support a US$550bn investment package under its tariff deal with US
+ Thailand domestic car sales up 5.38% to 4,622 units in Aug, the 5th consecutive mth of growth, fuelled by strong demand for EV
-Philippines business Confidence Index fell to 23.2 in Q3 at 4-year low
+ Malaysia, US aim to conclude tariff talks before Trump’s Oct visit to KL for ASEAN summit
+ Sg manufacturing production dropped 7.8% YoY in Aug, the first fall since Jun 2024
+ Sg core inflation at 0.3% YoY in Aug from 0.5% in Jul, lowest in >4 yrs
+ Sg construction sector to grow above 5% annually through 2030: Maybank
+ Sg aims for GDP growth of 3%-4%, with push inot new industries, tech: DPM
Contribution by Derek@valueinvestments chat group. Thank you.
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