Wolf Money(world market review 25-31 Aug 2025)
Market Summary 25-31 Aug 2025
*USA*
+ US appeal court rules most of Trump’s tariffs as illegal, allowed the tariffs to remain in place through Oct 14; case now likely proceed to the highest US court
+ US economy grew 3.3% in Q2 at annualised pace, better than initial 3% estimate
-US consumer confidence slid 6% MoM in Aug at 58.2, down 14.3% on annual level
+ US consumer spending up 0.5% to US$20.802 trillion in Jul, sharpest increase in 4 mths
+ US personal income rose 0.4% MoM to US$25.905 trillion in Jul, 2nd consecutive monthly increase
± US PCE price index up 0.2% MoM in Jul, following a 0.3% rise in Jun
-US core PCE prices rose to 2.9% YoY in Jul, highest since Feb; up 0.3% MoM
-US year-ahead inflation expectations at 4.8% in Aug, 5-year outlook revised to 3.5% from initial 3.9% estimate
-US global trade deficit in goods at US$103.6bn in Jul, vs expectations of US$89.5bn: advance estimate
-US wholesale inventories rose by 0.2% MoM to US$908.4bn in Jul, up for 2nd mth
± Trump cancelled US$4.9bn in foreign aid authorised by Congress, escalating fight over who controls the nation’s spending
+ Trump could quickly lift some sanctions on Russia if peace talks with Ukraine go well
+ Trump says he welcome 600,000 Chinese students to US in sharp reversal
+ ExxonMobil ‘in secret talks” to return to Russia: WSJ
+ US oil production hit record high in Jun: EIA
-Tesla sales of new vehicles plunged >40% in Europe
*SOUTH AMERICA*
+ Brazil launching data centre incentives to woo big tach
-Mexico set to raise tariffs on imports from China, including cars, textiles, and plastics as part of 2026 budget proposal
*CHINA*
-China’s Manufacturing PMI Index rose to 49.4 in Aug vs 49.3 in Jul, remaining <50-mark, down 5th straight mth; non-manufacturing PMI accelerates expansion at 50.3
+ China’s 5 major state-owned banks all reported a net interest rate margin decline in the past 6 mths
+ China local govts issued new bonds worth >¥3.31 trillion (US$465.78bn) in first 7-mth
+ China’s stock market ends Aug with strong gains,; Shanghai Composite Index hitting multi-year highs
+ China’s first photonic quantum computer factory breaks ground in SZ
-China will extend anti-dumping duties on phenol imports from US, EU, S Korea, Japan n Thailand for 5 years
-China’s profit of major industrial firms down 1.7% in first 7-mth
+ China unveiled latest rankings of its top 500 largest private enterprises; JDcom, Alibaba n Hengli Gp retained top 3 positions for 4th consecutive year
+ China H1 number of foreign visitors entering exceeded 19m, up 30% YoY, to continue promote inbound consumption
+ China’s summer movie season box office revenue reached ¥11.64bn by Fri, overtaking 2024 summer total
+ China's digital publishing industry revenue reached another new high of ¥1.75 trillion (US$245.9bn) in 2024
+ China unveiled financial measures, outlining 15 targeted measures to leverage financial strength to drive high-quality forestry development
-China’s 2 largest airlines Air China, Southern Airlines narrowed their first half losses but remained firmly in red
+ China emerged as global leader in new energy technology n equipment; new energy patents accounting >40% of world’s total
+ China’s wind and solar power capacity has more then triple since 2020
+ Alibaba develops new AI chip to help fill Nvidia void: WSJ
+ DeepSeek to pick Huawei chips to train models
+ Huawei reported 32% drop in H1 net profit to ¥37bn as it continued to spend heavily on R&D; revenue rose 4% to ¥427bn, highest H1 since 2020
+ Huawei claimed top spot in global smartwatch shipments in Q2
+ China has established world’s largest EV charging network during the 14th 5-yr plan period from 2021-2025: NEA
± BYD’s Q2 profit down 29.9% YoY, first fall in >3 years, net profit totalled ¥6.4bn (US$894.74m), revenue up 14% to ¥2009.9bn; H1 profit up 13.8% on revenue up 23.3%
+ China regulator approved Nissan China’s new JV with Dongfeng Motor
*EUROPE*
+ Eurozone consumer inflation expectations unchanged at 2.6%, remaining at lowest since Feb
+ Europe new car sales rose 5.9% in Jul, the best mth since Apr 2024; BYD ahead of Tesla
-EU ready to impose secondary sanctions on Russia’s partners
-German inflation increased to 2.2% YoY in Aug to 5-mth high, core inflation remained unchanged at 2.7%
-German unemployment topped 3m first time in Aug at 10-year high, with an increase of 46,000 of ppl from previous mth
-Italy’s GDP contracted 0.1% MoM in Q2 due mainly to negative trade flows
+ Russia President allowed ExxonMobil to reclaim its stake in a Far Eastern enterprise ahead of his recent meeting with Trump: WSJ
*ASIA*
-Japan’s trade negotiator cancels trip to US over trade deal issues
-Japan, US trade talks snagged due to Trump demand for Japan to buy more US rice: Nikkei
-Japan’s factory output fell 1.6% MoM in Jul, worse than median market forecast for 1% fall
+ India GDP expanded 7.8% YoY in 3-mth to Jun to mark sharpest growth rate in 5 qtrs
+ India PM Modi heads overseas to meet leaders of China, Japan, Russia to offset fallout from US tariffs
-India rupee weakened to around 88.25 per dollar, hitting an all-time low
-Samsung and SK Hynix will need licenses to buy US equipment to produce chips in China; make it harder to operate in China
-Indonesia protests erupted after delivery rider death, President Prabowo scrapped plans to China to attend major int’l summit
-Thai court sacks PM Paetongtarn Shinawatra for ethics violation
+ Thailand’s current account posted surplus of US$2.2bn in Jul, swinging from US$0.2bn deficit same mth last year
+ Malaysia draws RM8.54bn in BRICS-linked investment in Q1
+ Sg manufacturing output gained 7.1% YoY in Jul
+ Sg core inflation eases to 0.5% in Jul, below forecasts
+ Sg should aim to grow faster than eventual 2-3%: Deputy PM Gan
+ Sg attracted S$546m in hotel investments in H1, ranking 4th among Asia Pacific markets: JLL
+ JDCom’s property unit joins with Swiss Investment firm Partners Gp, Hillhouse’s EZA Hill Property in US$1bn Singapore Reits
+ Temasek creates 3 new units, reshuffles senior leadership
Contribution by Derek@valueinvestments chat group. Thank you.
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