Wolf Money(world market review 15-21 Dec 2025)
Market Summary 15-21 Dec 2025
*USA*
+ US Nov inflation fell to 2.7%; however Nov data was collected later than normal, released figures may include significant holiday discounting
+ US annual core consumer price inflation excludes food and energy, fell to 2.6% in Nov, lowest since Mar 2021
+ US nonfarm payrolls rose by 64,000 in Nov after falling by 105,000 in Oct, health care added 46,000, accounting for >70% net increase
-US unemployment rate rose to 4.6%, highest level since Sept 2021
± US year-ahead inflation expectations fell for the 4th mth to 4.2% in Dec, lowest in nearly a year
+ US consumer confidence Index up by 3.7% MoM in Dec to 52.9
-US net foreign acquisitions of long-term securities, short-term securities, banking flow was a net outflow of US$73.3bn in Oct
+ US existing home sales up by 0.5% MoM in Nov to annualised rate of 4.13m, 3rd straight increase to highest level in 9 mths
+ Trump strikes deal with US 9 pharmaceutical companies to lower drug prices
-Trump’s approval rating drops to 39% amid economic concerns: US poll
+ Nasdaq plans to expand trading hours of stocks and exchange-traded products from 16 hrs to 23 hrs
-Trump orders naval blockade targeting Venezuelan oil
-US lawmakers urge Pentagon to add DeepSeek, Xiaomi to list of firms allegedly aiding Chinese military
+ US Space Development Agency places US$3.5bn order for 72 satellites
+ Elon Musk wins appeal to restore his 2018 Telsa pay deal worth about US$139bn
*SOUTH AMERICA* / *OTHERS*
-Brazil threatens to walk away if further delays to EU-Mercosur trade deal
+ Silver hits new all-time high, breaks US$67 mark
*CHINA*
± China’s retail sales of consumer goods rose 1.3% to ¥4.4 trillion (US$624.3bn) in Nov, slowed for the 6th straight mth
+ PBOC injected net ¥100bn (US$14.2bn) into the market through 14-day reverse repo, first since Sept 26
+ China key govt bodies unveiled economic action plans for 2026, with focus on stabilising investment, clearing overdue payments owed to enterprises, accelerating development of new growth drivers
-China FDI declined 7.5% YoY to ¥693.18bn in first 11 mths; actual FDI in Nov surged 26.1% YoY
+ China saw 61,207 newly established foreign-invested firms in first 11 mths, up 16.9% YoY
-China’s fixed-asset investment dropped 2.6% YoY to 44.4 trillion (US$6.28 trillion) in first 11 mths ended Nov 30
+ China made real estate market stabilisation a main priority for next year at Central Economic Work Conference
+ China lowers anti-dumping tariffs on European pork exporters
+ China sett to reinstate steel export licensing in 2026, 16 years after abolished; export permits will be needed for 300 products
+ Hainan officially turned into a special zone under China’s customs supervision, to allow goods and people to move freely between and other countries and regions
+ China will add >200m kilowatts of new wind and solar power in 2026
+ China’s digital consumption reached ¥9.73 trillion (US$1.3 trillion) in H1, accounts 46.5% of total household consumer spending
+ China’s domestic game market achieved revenue of ¥350bn (US$49.6bn) in 2025, up 7.68% YoY
-Chinese counties had fiscal self-sufficiency rate of just 38% in 2024
+ China reaffirmed plans to increase state-funded basis pension for urban and rural residents
+ China world’s largest green hydrogen-ammonia-methanol integrated projected starts operation
+ CATL begun large-scale use of humanoid robots at its Zhongzhou factory in Luoyang
+ TikTok will be largest single shareholder in new US data security JV and will retain the full IP rights to TikTok’s algorithm
-Vanke proposed payment extension options of ¥3.7bn to creditors for 2nd bond maturing this mth
+ Chinese AI firms MiniMax, Zhipu clear HK IPO hearings
+ Macau tourist arrivals up 18.1% YoY to 3.45m in Nov, vs 10.8% rise in Oct
*EUROPEAN*
-European consumer confidence indicator at -14.6 in Dec, worsening from -14.2 in Nov; EU at -13.7
+ Eurozone current account surplus rose slightly to €32bn in Oct from €29.5bn same mth a year earlier
+ European Council agreed position on digital euro
-EU set to scale back plan to end sales of new combustion-engine vehicles by 2035
-Germany heading for tis largest deficit since reunification 3 decades ago due to govt’s spending plans: Bundesbank
+ German producer prices down 2.3% YoY in Nov, the 9th consecutive mth price declines and steepest fall since Apr 2024
-German consumer confidence set to weaken further into new year, forecast to fall by 3.5 pts to -26.9
+ BoE cuts interest rates from 4% to 3.75%, making the 4th cut of the year
-UK retail sales fell to 6-mth low of -44 in Dec from -32 in Nov
-UK car production fell 14.3% YoY in Nov to 65,932 units, 4th consecutive mthly decline
-French producer prices fell by 3.2% in Nov
± France’s 10-year OAT yield rose toward 3.6%, hits 14-year high
*ASIA*
+ BOJ raise its short-term interest rate target to 0.75% from 0.5%, highest level in 3 decades
-Japan rate hikes will continue if current economic projections prove accurate: BOJ Governor
+ Japan’s 10-year govt bond yield climbed to around 2% to near 2-decade high
+ SoftBank races to fulfil US$22.5bn funding to OpenAI by year-end: sources
-South Kore’s producer prices rose 1.9% YoY in Nov, hits 16-mth high
+ NZ ANZ Business Outlook Index surged to 73.6 in Dec from 67.1 in Nov, highest level in 30 years
+ NZ ANX-Roy Morgan Consumer Confidence rose to 101.5 in Dec, highest level since Sept 2021
-Indonesia new car sales fell 0.8% YoY in Nov, the 6th straight mth of decline, total car sales 10% lower YoY in first 11 mths
+ Vietnam launched and inaugurated 234 major projects infrastructure projects nationwide
+ Vietnam welcomed its first arriving passenger flights at Long Thanh Int’s Airport, flagship infrastructure project in HCM, country’s largest aviation gateway
+ Malaysia’s trade surplus narrowed to RM6.1bn in Nov, smallest in 6 mths; exports up 7%, imports surged 15.8% at 7-mth high
+ Sg NODX expanded 11.6% YoY in Nov, exceeding market expectations
+ Sg-China exchanged 27 agreements, to enhance cooperation in areas including green and digital economies, education, financial connectivity, food trade
+ LTA awarded S$322.2m in contracts for 660 electric buses, to replace diesel buses reaching the end of statutory lifespan
-Sg money market funds waned in Q3 with net inflows of S$1.5bn, down 44% from S$2.7bn in Q2: Morningstar
Contribution by Derek@valueinvestments chat group. Thank you.
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