Wolf Money(world market review 1-7 Dec 2025)
Market Summary 1-7 Dec 2025
*USA*
± US core PCE price index rose 0.2% MoM and 2.8% on annual rate; personal income up 0.4%, spending up 0.3% in Sept; delayed data
± US headline PCE up 0.3% MoM, annual inflation rate also at 2.8% in Sept
-US employers have cut nearly 1.2m jobs through end Nov this year, the most since 2020 pandemic: Challenger
-US private companies cut 32,000 workers in Nov, surveyed by DJ, expecting increase of 40,000: ADP
-US small businesses with 50 fewer employees cut 120,000 jobs in Nov: ADP
+ US jobless claims drop 27k to 191k to >3-year low
+ US Composite PMI at 54.2 in Nov, vs 54.6 in Oct
+ US factory orders rose 0.2% MoM in Sept to US$621.6bn
+ US Services PMI rose to 52.6% in Nov vs Oct’s 52.4%, the 9th mth above the 50% threshold
-US trade with China needs to be balanced and probably needs to be smaller: USTR’s Greer
-US bipartisan group of Senators unveiled bill to keep Trump from easing curbs on AI chip sales to China
-Trump admin can replicate tariffs even if it loses Supreme Court decision: Bassent
+ US confirmed tariffs on vehicles imported from South Korea have been reduced to 15%, down from 25%
± Trump proposed a big cut to fuel efficiency standards for passenger cars enacted by Biden administration
+ SpaceX in talks for US$800bn valuation ahead of potential late 2026 IPO
-US national median rent for apartments fell 1% in Nov from Oct, the 4th consecutive MoM decline
-OpenAI may need to raise >US$200bn by 2030 in order to continue operating: HSBC
+ Meta plans budget cuts as high as 30% to its metaverse efforts
+ AMD said ready to pay 15% tax on AI chip shipments to China
+ Boeing’s CFO expects deliveries of both 737 n 787 jets to be up in 2026
-Delta Air Lines said govt shutdown ended last mth cost it approximately US$200m in pretax profit
+ Netflix to buy Warner Bros, and HBO Max for US$83bn in blockbuster Hollywood deal
*CHINA*
-China RatingDog manufacturing PMI slumped to 49.9, contracts for the first time in 4 mths
+ China RatingDog General Services PMI at 52.1 in Nov, vs Oct’s 52.6, softest rate of expansion in 5 mths
+ China’s services trade up 7.5% YoY in first 10-mth to ¥6.58 trillion, driven in part by strong momentum of travel services exports
-China’s homebuilding industry likely to continue to decline in sales in 2026: Fitch
+ Chinese Vice Premier holds video call with US treasury secretary, trade representative
+ China accounted for 68% of global new-energy vehicle market share in first 10 mths: report
+ China issued draft rules to strengthen supervision of listed companies, to solicit public consultation immediately
+ China has been approving all complaint rare earth export applications for civilian use without delay: Ministry
+ China private aerospace firm LandSpace has launched country’s first reusable methane-fuelled rocket into orbit
+ China’s first offshore reusable rocket recovery base set for construction in Hangzhou
-China’s humanoid robotics industry risks facing a bubble as a result of current investment frenzy: economic planning commission
+ Chinese GPU developer Moore Threads shares jumped >400% on trading debut in Shanghai following its US$1.1bn listing
+ China Eastern Airline launches world’s longest on-way flight, shortens travel time between China n South America by >4 hrs
-China’s exports to US fell 25% YoY in dollar terms in Oct, shipments for first 10 mths down 17.7%
+ China’s Changan to bring Avatr, Nevo EV brands to Europe within 2 years
+ China’s trial durian plantation in Yunnan shows positive results with high survival rates, strong growth and early fruiting
+ China’s Yiwu posted recorded import and export value of ¥701.9bn in first 10-mth, surpassing ¥700bn threshold first time
+ Baidu’s Kunlunxin, the AI chip unit, valued at close to US$23bn, eyes HK IPO
+ DeepSeek launched new AI models with top efficiency and performance
-Vanke seeks 1-year extension on ¥2bn note with no upfront payment
+ HK’s state fund reports US$289m profit in first annual results
*EUROPE*
-EU reached deal to ban all Russian gas by autumn 2027
+ Eurozone’s Nov composite PMI rose 0.3 from Oct to 52.8
+ EU to terminate its WTO dispute case against China over restrictive trade measures on Lithuania
+ Germany’s factory orders rose 1.5% MoM in Oct, vs market forecasts of 0.5%
-France’s trade deficit narrowed to €3.9bn in Oct from €6.4bn in Sept, smallest gap in 10 mths
-France’s current account deficit narrowed to €1.1bn in Oct from €1.6bn in Sept
+ French President arrived in Beijing for a state visit to China
+ Prada Gp purchased fashion rival Versace in a deal worth nearly US$1.4bn
± Putin said BRICS is not planning on introducing a single currency at this moment
*ASIA*
+ Japan’s Coincident economic index rose to 115.4 in Oct, highest Since Jun
+ Bank of India cuts its key policy rate by 25bps to 5.25%
+ India and Russia agree to boost trade to US$100bn, reshape defense ties
+ South Korea’s exports rose in Nov for 6th consecutive mth, led by chips and vehicles
+ Indonesia to streamline measures to draw more foreign investors and banks into emissions-cutting projects
+ Malaysia raised threshold to exempt businesses from e-invoicing by Inland Revenue to RM1m in annual revenue from RM500,000
+ Sg factory activity PMI rose to 50.2 in Nov, up 0.2 pt from Oct, highest level in 8 mths
+ Sg retail sales rose by 4.5% YoY in Oct, vs 2.8% gain in Sept, sales mainly up for watches and jewellery
+ Sg set aside S$37bn for research and innovation in key economic sectors; semiconductors, and active ageing among focus areas
± Fullerton Fund Mgnt, Temasek backed, has sharply scaled back its China private fund operations, has liquidated 3 of its 5 funds: sources
Contribution by Derek@valueinvestments chat group. Thank you.
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