Wolf Money(world market review 18-24 Jan 2026)
Market Summary 18-24 Jan 2026
*USA*
+ US Composite PMI Output Index at 52.8 in Jan, vs 52.7 in Dec, Services PMI unchanged at 52.5, remains at 8-mth low
+ S&P Global US Manufacturing PMI inched up to 51.9 in Jan, vs 51.8 in Dec, in line with market expectations of 52
+ US personal consumption expenditure (PCE) rose 0.5% to US$98.6bn in Nov
+ US consumer sentiment index revised up to 56.4 in Jan vs 52.9 in Dec; down by 21.3% on annual level
+ US Q3 GDP grew by 4.4% YoY in Q3, up from 4.3%: updated estimate by BEA
± US initial jobless claims up by 1000 to 200,000; personal income rose 0.3% MoM to US$26.403 trillion in Nov
-US pending home sales down by 9.3% in Dec
+ US sells US$20.9bn in 10-year Treasury Inflation-Protected Securities resulted high yield of 1.94%
-US private credit investors withdrew >US$7bn from Wall Street’s largest funds in late 2025, Apollo Global, Ares Mgnt, Blackstone, HPS Investment, Blue Owl Capital were among those; pullbacks followed the bankruptcies of First Brands and Tricolor Auto Gp
+ US individual tax refunds seen rising 20%: Morgan Stanley
+ Binance founder CZ said he is talking to around a dozen govts about tokenizing some of their assets
± Trump ordered limiting Wall Street firms from buying single-family homes
-Trump rejected plan to use 401(k) savings for home down payments
-Trump threatened a 100% tariff on imported goods from Canada over China deal
-Trump may order total blockade on oil imports to Cuba
+ Trump confirmed he has concluded his search for next Federal Reserve chair
+ US big pharma poised to hike prices in Europe as to maintain profits amid to lower drug costs in US requested by Trump: FT
+ US signals remove 25% tariff imposed on India as it has significantly cut Russia oil imports
-Trump sued JPMorgan, CEO Jamie Dimon for US$5bn over alleged debanking
+ BlackRock CEO working on US$800bn plan for Ukraine’s economy: US envoy Witkoff
± Citigroup to lay off more employees in Mar: sources
+ OpenAI to seek US$50bn funding round from ME
+ SpaceX said to link up 4 major banks for IPO
-Elon Musk flags power shortages as AI limiting factor in US, higlights China’s energy edge
*OTHERS*
+ Global humanoid robot market grows 508% YoY in 2025, with shipping reaching approximately 18,000 units, with Chinese firms leading scaled commercialisation
+ Gold prices surged to historic high; rose >60% in 2025
+ IEA sees global oil demand growth in 2026 at average of 930,000 bpd, up from 2025’s average 850,000 bpd
*CHINA*
± China’s govt likely to set economic growth targets in a range between 4.5% and 5%, providing policy flexibility in 2026: sources
+ China’s GDP to grow 4.8% in 2026: chief economists
+ China’s industrial output up 5.3% YoY in Dec
+ China’s retail trade up 0.9% YoY in Dec
± China household deposit rises nearly 10% in 2025 as borrowing weakens
-China’s urban surveyed jobless rate at 5.1% in Dec, unchanged from previous mth
+ China extends, adjusts consumer loan rate subsidies to boost consumption
-China’s new home prices fell 0.4% MoM on average across 70 cities, prices slipped 4% YoY in Dec, only 5 out of 70 cities registered MoM gains
+ China’s bank wealth management market reached ¥33.29 trillion end 2025, up 11.5% from beginning of the year
-China FDI fell 9.5% to ¥747.77bn in 2025, following 24.7% decline in 2024, marking 3rd consecutive yr of contraction
+ Chinese investors had established >50,000 overseas enterprises across 190 countries and regions, outbound direct investment reached US$174.38bn in 2025, up 7.1% YoY
+ China singed record US$213bn of new “belt and road” deals in 2025: report
+ China allocates ¥93.6bn in ultra-long special treasury bond to support equipment upgrading in 2026
+ China signalled a new wave of measures to bolster domestic demand n hi-tech industries in coming years
± China’s domestic demand weakness to limit growth to 4.1% in 2026: Fitch Ratings
-China’s birth rate plunges to lowest level since 1949, fell to 5.63 births per 1000 people in 2025 vs 2023’s 6.39 per 1000
-China’s urban jobless rate for 16-24 age group falls to 16.5% in Dec, down 0.4%
+ China’s market regulator prohibits merge case in public utilities sector for the first time
-China has tools to step up trade curbs on Japan amid tensions: Morgan Stanley
+ China ramped up exports to Africa in 2025, widening trade surplus by 64.5% to record US$102bn: customs figures
+ China-Central Asia goods trade surpasses US$100bn for the first time: Ministry
+ China-South Korea 13 round FTA 2nd phase talks in Beijing makes positive progress: Ministry
+ ByteDance’s TikTok announced it established a majority American-owned JV to keep it operating inside US
+ Shanghai to open free-to-fly zones covering 46% of city for consumer drones
*EUROPE*
+ EU-Mercosur signed trade deal after 25 yrs of negotiations; EU Commission indicates ready to implement deal despite parliament vote to delay
-EU Parliament voted to refer trade agreement with Mercosur to EU Court as widespread protest from farmers
-European Commission reportedly set to unveil measures targeting China’s “high risk” vendors in critical telecoms n solar systems, to force EU member states to remove Huawei n ZTE from it networks, under new cybersecurity act
+ EU-US trade talks revived after Trump withdrew Greenland threat
-EU depletes gas reserves faster than usual: Bloomberg
-European some major airline temporarily halted services to some countries in ME amid growing security concerns linked to potential US military action against Iran
+ Germany Composite PMI Output Index at 52.5 in Jan vs 51.3 in Dec, reaching 3-mth high
-Germany’s HCOB Manufacturing PMI rose to 48.7 in Jan, vs 47 in Dec
-German annual producer price inflation declined by 2.5% in Dec
± Germany sells €1bn in 30-year bonds at 3.49% yield
+ German lawmaker pushing to repatriate gold from US, abt 1/3 of Berlin’s bullion reserves worth US$180bn remain in NY
+ UK S&P Global Manufacturing PMI rose to 51.6 in Jan, strongest improvement in 17 mths
+ UK PM Starmer to visit China with business leaders next week
+ France’s HCOB Manufacturing PMI rose to 51 in Jan from 50.7 in Dec, highest in over 3 years
Société Générale and BNP Paribas announced plans to slash headcount to reduce costs
+ Russia's gold holdings have gained over US$216bn since the start of the war in Feb 2022
*ASIA*
± Japan PM dissolves parliament, paving way for snap election
+ BoJ hikes GDP, inflation outlook, leaves benchmark interest rate unchanged at 0.75% after raising 25bpd in Dec
-Japan’s industrial production drops 2.7% in Nov to 101.9
+ Japan’s private sector output expands at fastest rate in 17 mths in Jan at 52.8 from 51.5 in Dec
+ Japan’s consumer inflation at 2.1% YoY in Dec vs 2.9% increase in Nov; Core CPI at 2.4%, down from 3% in Nov
+ Japan posted ¥105.7 billion trade surplus in Dec
-India trade deficit in Dec edged up to US$25bn from US$ 24.5bn in Nov
+ South Korea Kospi benchmark index topped 5000 points for the first
+ Vietnam shipped US$3.44bn of spiky, pungent fruit to China in 2025, up from US$2.94bn
+ Malaysia Ringgit touche 3.99 per USD, strongest in 7 years
+ Malaysia’s total trade surpassed RM3 trillion mark for the first time in history in 2025
+ Sg 2025 core inflation averages 0.7%, vs 2.8% in 2024, headline inflation at 0.9% for full year vs 2.4%
+ Sg construction demands to stay firm at S$47bn to S$53bn in 2026: Minister
+ Sg govt will commit >S$1bn to AI research and R&D over 5 yrs
+ SGX proposes smaller board lots for higher-priced stocks
+ BYD took top spot among brands in new passenger car sales in 2025 account for 21.2% of market share
Contribution by Derek@valueinvestments chat group. Thank you
Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.
https://t.me/joinchat/oCgkD3sQFRMzMWM1
Disclaimers
All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we believe are reliable but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way whatsoever warrant or guarantee the success of any action you take in reliance on our statements. All information provided are for education only. Buyer beware,do you own due diligence.
Comments
Post a Comment