Wolf Money(world market review 24-30 Nov 2025)
Market Summary 24-30 Nov 2025
*USA*
+ US retail sales rose 0.2% MoM in Sept, smallest increase in 4 mths
+ US producer prices rose 0.3% MoM in Sep as expected
-US consumer sentiment index declined 4.9% MoM in Nov at 51 at near record low, figure down by 29% annually
-US year-ahead inflation expectations at 4.5% in Nov, vs estimate of 4.7%; 5-year inflation outlook revised lower to 3.4%
+ US initial jobless claims fell by 6k from previous wk to 216k to lowest in 9 mths
± US business inventories unchanged MoM in Aug
+ US new orders for durable goods rose 0.5% MoM in Sept,
+ US private businesses added 42k jobs in Oct, above forecasts of 25k
+ US S&P Global Composite PMI rose to 54.8 in Nov, up from 54.6 in Oct, vs expectations of 54.5
± US Manufacturing PMI fell to 51.9 in Nov, lowest in 4 mths
+ US pending home sales rose 1.9% MoM in Oct, more than expected
-Pentagon seeks to add Alibaba, Baidu, BYD to list for aiding China military
+ Trump says he may cut income tax completely over next 2 years due to tariff revenue
+ US Black Friday online sales hit record US$11.8bn, up 9.1% YoY, help by AI tools boosting online shopping: Adobe reports
+ US Export-Import Bank planning to invest US$100bn to ensure Trump’s goal of securing global energy dominance: FT
+ US gvot extended tariff exclusions on selected Chinese industrial, medical products under “Section 301” probe
+ US negotiating trade deal with Taiwan that could help train US workers: Sources
+ Micron to invest US$9.6bn in Japan to build AI memory chip plant: Nikkei
+ Uber and WeRide debut driverless robotaxi operations in Abu Dhabi
*CHINA*
-China’s manufacturing PMI stood at 49.2 in Nov, up 0.2 from Oct
± China’s industrial profits fell 5.5% YoY in Oct, worst in 5 mths; cumulative earnings for first 10 mths rose 1.9% YoY
+ PBOC injected ¥1 trillion (US$141.15bn) into financial institutions on Nov through its 1-year MLF
-China Premier Li Qiang stressed the need to cautiously manage exports of minerals vital for military use
+ China’s local govts to have increased funding for new investments in Q4: Fitch
-China FDI fell by 10.3% to ¥621.93bn in first 10 mths, at 2.5 yrs ongoing streak of contractions
+ China backs 2nd batch of US$131m bond issuance by private equity firms with 10-year maturity to support hard teach startups
-Chinese Airlines removed nearly 97,000 seats from Dec schedules to Japan following govt advisories
+ China to cultivate 3 consumption sector each worth ¥1 trillion and 10 consumption hotspots of ¥100bn each by 2027
+ China set up new regulatory body to oversee rapid growing commercial space sector
+ China 6 commercia aerospace companies had their IPO counselling and filing accepted by local securities, set to ger more capital market support as reusable rockets
+ China is betting on bio-manufacturing to boost technological self-reliance, drive economic growth as part of next 5-year plan
± Chia maintains crackdown on illegal virtual currency-related trading and stablecoins
+ Shanghai’s next 5-year plan to shore up manufacturing’s share of GDP of not less then 25%
+ China’s total social logistic rose 5.1% YoY to reach ¥293.7 trillion from Jan-Oct
+ China drafts debut legislation for public interest litigation
-Vanke seeks to delay repayment on ¥2bn notes
+ Alibaba’s total revenues in Q3 of its fiscal climbed 16.7% YoY to US$4.1bn
+ CATL and Stellantis break ground on LEP battery plant in Spain
+ HK imports surged 18.3% YoY to US$501.7bn in Oct, exports grew 17.5% to US$461.8bn, trade deficit widened to US$39.9bn, from US$31bn YoY
*EUROPE*
+ ECB’s Oct meeting minutes show door to rate cuts in not closed yet
+ Eurozone M3 money supply rose 2.8% YoY to record €17.09 trillion in Oct
+ Eurozone consumer confidence at -14.2 in Nov, highest in 8 mths
+ Eurozone bank lending to households rose 2.8% YoY to €7.07 trillion in Oct
± EU registered €40.8bn trade surplus with US, decline by 13.3% from €47.1bn in Q2
+ EU passenger car registrations up 5.8% YoY to 4-mth high of 916,609 units in Oct
+ EU cannot afford another AI delay: Chirstine Lagarde
-Airbus issued major A320 recall, order immediate repairs to 6000 A320 jets due to flight-control software issue
-Germany’s economy recorded zero growth QoQ in Q3, following a 0.2% contraction in Q2
+ Volkswagen opened first overseas full test workshop in China
-UK’s fiscal position remains vulnerable after tax-raising budget: S&P
-UK national debt will amount to £2.6 trillion this yr: Reeves
+ UK govt approved 4.1% minimum wage rise starting Apr 2026 to £12.71 an hr
+ Italy gets Moody’s upgrade of its sovereign rating to “Baa2” from “Baa3”, first upgrade in 23 years
+ Swiss investors’ sentiment index climbed to 12.2 in Nov to 10-mth high
+ Russia ready to provide Europe with written security
*ASIA*
+ Japan finalises US$117bn extra budget to fund stimulus. Mostly via debt
+ Japan’s leading economic index revised higher to 108.6 in Sept, highest since Oct 2024
+ India expects trade deal with US by end of the year
+ India’s economy grew at fastest pace in 18 mths in Jul-Sept period
+ South Korea’s Composite Consumer Sentiment Index at 112.4 in Nov, highest reading since Nov 2017
+ Saudi Arabia’s trade surplus widened to SAR26bn in Sept from SAR15.6bn YoY, largest in 16 mths
+ NZ business outlook index jumped to 67.1 in Nov from 58.1 in Oct, highest level in over 11 years
+ Thailand’s export increased 5.7% to US$28.84bn in Oct, vs 19% surge in Sept
+ Thailand domestic car sales surged 24.7% YoY to 47.032 units in Oct, marked 7th consecutive mth of growth
-Malaysia’s leading economic index slipped 0.5% MoM in Sept, marking a 2nd straight mth of decline
-Malaysia’s producer prices fell 0.1% YoY in Oct, easing from 0.8% decline in Sept, mildest drop in 8-mth streak of decreases
+ Sg manufacturing production surged 29.1% YoY in Oct, strongest growth since Nov 2010
± Sg annual inflation rate climbed to 1.2% in Oct from 0.7% in Sept, highest print since Jan
-Sg food prices rose 1.2% YoY in Sept, flowing a 1.1% gain in previous mths, steepest pace since Apr
+ AI Singapore (AISG) picked Ailbaba’s Qwen to drive regional language model
-Sg car-sharing service Shariot, related firms face S$180m debt, exploring survival options
Contribution by Derek@valueinvestments chat group. Thank you.
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