Wolf Money(world market review 22-28 Dec 2025)
Market Summary 22-28 Dec 2025
*USA*
+ US GDP advanced an annualised 4.3% in Q3, highest in 2 yrs vs 3.8% in Q2, and forecasts of 3.3%
+ US spending helped drive 4.3% GDP growth from Jul-Sept; delayed report
± US price index for domestic purchase increased by 3.4% in Q3, PCE index increased by 2.8%, excluding food and energy prices at 2.9% from 2.6% in Q2
± US manufacturing production up 1.9% YoY in Nov, following 2.1% rise in Oct: delayed report
-US's manufactured new orders durable goods fell by 2.2% MoM to US$307.4bn
-US Consumer Sentiment Index up 3.7% MoM in Dec to 52.9; lower than the preliminary report and declined by 28.5% on annual level
-US Conference Board Consumer Confidence Index at 89.1, fell by 3.8 pts compared to revised Nov figure
+ US average price of unleaded gasoline has been below US$3 a gallon for most of the mth, lowest level since 2021
+ US corporate profits rose 4.4% in Q3 to US$3.402 trillion
+ US industrial production rose by 0.2% in Nov
-US durable goods orders fell 2.2% MoM in Oct to US$307.4bn; transport equipment drove the decrease, down 6.5%
+ US initial jobless claims fell by 10,000 to 214,000, below expectations of 1223,000
-Trump administration suspended leases on 5 large-scale offshore wind projects citing national security concerns
± US 10-year yield Treasury note edged up to around 4.15%, well above expected 3.3% and fastest expansion in 2 yrs
± US sells US$48.7bn in 7-year notes at 3.93% yield; Treasury auctioned US$76.35bn in 2-year notes at 3.499% yield
+ US tariff on Chinese chips to be zero until Jun 2027
-BlackRock may exit US$23bn CK Hutchison’s ports deal after China’s Cosco Shipping demanded a majority stake
+ Nvidia reached deal to acquire AI accelerator chipmaker startup Groq for US$20bn
*COMMODITy*
+ Gold broke above US$4500 an ounce for the first time, silver and platinum also marked new record highs
+ Copper poised for best year since 2009 after Dec surged to above US$12,000 a ton
*CHINA*
+ PBoC held its benchmark lending rates steady in Dec; 1-year loan prove rate at 3% and 5-year rate at 3.5%, both stayed the same level since May
+ China passed revision of legislation aimed at strengthening ability to wage trade war, curb outbound shipments from strategic minerals to sex dolls, further open its economy
+ China’s core AI industry exceeding ¥1 trillion (US$143bn) in scale
+ China issued new rules to regulate pricing practices of internet platforms, to curb vicious competition among operators, protect rights of merchants and consumers
± China will require domestic firms to repatriate funds raised from overseas listings “in principle” under new rules, seeks to manage financial risks and maintain stability
+ Chinese offshore yuan breaks 7 level, touching 6.9965, hits strongest point since Sept 2024
± PBOC signals caution on rapid yuan gain as it nears key 7 mark
-China’s industrial profits fell 13.1% in Nov after a 5.5% decline in Oct, profit in first 11 mths rose 0.1%
+ China listed more sectors eligible for foreign investment incentives, from tax breaks to preferential land use
+ China’s profits of large-scale high-tech manufacturing enterprises increased by 10% YoY in first 11 mths
-China’s steel demand to fall further in 2026: Industry body
± China expects new home sales decline while those of pre-owned houses increase over next 5 yrs as cities enter a stage of housing inventory adjustment: Ministry
-China sanctions US defense companies and 10 executives over massive arms sales to Taiwan
+ China will tighten oversight of new copper and alumina projects to curb irrational investment and disorderly expansion from 2026-2030
+ China bought record amount of gold from Russia in Nov, with shipments rising to almost US$1bn
-China announced tariffs of up to 42.7% on dairy products from EU
-China will begin restricting silver exports on Jan 1
-Chinese beef industry urged immediate safeguard measures against imported beef amid pressure from surging imports
+ China launched national venture capital guidance fund to back long-term innovation: NDRC
+ Shanghai, Beijing see year-end pre-owned home sales jump
+ Beijing further eased curbs on home purchases, lowering the threshold for home-buying qualification
+ Hainan FTP’s zero-tariff imports top US$57m in 1st wk of special customs operations, tourism bookings surged 20%
+ China SOEs raised their fixed-asset investment, excluding real estate by 0.7% to ¥3.3 trillion (US$470bn) in Jan-Nov YoY
+ China set world record with 800 km/h maglev breakthrough, boosting transport technology
+ China’s high-speed rail network surpassed 50,000km in operating mileage
+ Vanke wins approval for longer grace period on another yuan bond
+ China poured US$539bn into higher education over past 4 yrs: report
+ ByteDance to plan US$23bn in AI infrastructure in 2026
+ Taiwan industrial production up 16.42% YoY in Nov, at 4-mth high
*EUROPE*
+ European Commission unveiled first set of pilot actions to accelerate Europe’s transition to a circular economy, particular focus on plastics sector
-Germany 1 in 4 firms see business worsening in 2026
+ Mercedes-Benz completed acquisition of 3% stake worth US$191m autonomous driving systems developer Chongqing Qianli Tech
-UK GDP growth confirmed at 0.1% in Q3
-Italy fines Apple €98m for abusing position
+ Russian unveiled proposal to regulate cryptocurrencies that would permit both qualified and non-qualified investors to acquire digital assets under specific rules
+ Russian rubble posts strongest gains since 1994: Bloomberg
+ Zelensky to meet Trump in Florida for talks on Ukraine peace plan
*ASIA*
+ Japan to nearly quadruple spending support for chips< AI in budget to about ¥1.23 trillion (US$7.8bn)
± Japan’s Cabinet approved record defense budget plan exceeding ¥9 trillion (US$58bnn) for fiscal 2026, up 9.4% YoY
-Japan’s industrial production dropped 2.6% MoM in Nov, reversing a 1.5% increase in Oct
+ Japan’s 10-year govt bond yield traded around 2%, near its highest level in 27 years
-Thailand’s exports rose 7.1% to US$27.45bn in Nov, imports up 17.6% YoY to US$30.17bn to 6 mths high, trade deficit widened to US$2.73bn
+ Thailand, Cambodia signed ceasefire agreement to halt fierce border conflict
± Thailand tells banks to declare transactions of US$200,000 and above to help it manage bath’s persistent appreciation
-Vietnam’s Vingroup to withdraw its investment proposal for the nation’s US$67bn North-South high-speed railway project
+ Malaysia’s export value reached RM1.45 trillion in first 11 mths, total trade hit RM2.77 trillion, 5th consecutive year broken trillion-ringgit trade barrier
+ Malaysia’s ex-PM Najib ordered to serve 15-yr in jail, fined RM11.4bn in 1MDB case
+ Malaysia’s home ownership reached 78% in 2024 vs 76% in 2022, near-universal access to electricity and water: DOSM
+ Sg manufacturing production grew 14.3% YoY in Nov, vs downwardly revised 28.9% rise in Oct, beats forecasts
+ Sg considering 6th desalination plant to safeguard water security, exploring multi-functional designs maximise land-use
+ Sg property investment sales totalled S$24bn as of 4 Dec, with residential and commercial sectors accounting for S$10.28bn or 45% and S$5.09bn or 215 of overall sales: Propnex
Contribution by Derek@valueinvestments chat group. Thank you.
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