Wolf Money(world market review 2-8 Feb 2026)
Market Summary 2-8 Feb 2026
*USA*
+ Trump: Kevin Warsh would not have been picked for Federal Reserve chair if he was not in agreement with lowering interest rates
-US technology stocks tumbled sharply after Amazon, Microsoft, Google, Meta announced plans to spend combined US$6000bn on AI in 2026
+ Dow closed above 50,000 for the first time ever
+ US ISM Manufacturing PMI rose to 52.6 in Jan from 47.9 in Dec, highest since 2022
+ US Composite PMI Output landed at 53 in Jan, vs 52.7 in Dec
+ US Consumer Sentiment Index up 1.6% to 57.3 in Feb; remained roughly 20% below its level in Jan 2025
+ US Services PMI at 53.8% in Jan, marking 18th consecutive mth of expansion
+ Current Economic Conditions Index up 5.2% MoM in Feb to 58.3, down 11.3 YoY
-US Index of Consumer Expectations dipped 0.7% MoM, or down 11.6% YoY to land at 56.6
+ US year-ahead inflation fell from 4% in Jan to 3.5% in Feb to 1-year low
+ Trump is set to build a strategic stockpile of critical minerals to reduce reliance on supplies dominated by China
+ Trump is pushing to end war in Ukraine by Jun: Zelensky
± US Treasury to sell US$125bn in notes in Feb
-US initial jobless claims up by 22,000 to 231,000 in week ending Jan 31
-US job openings declined in Dec stand at 6.5m, down by 966,000 YoY
-US private payrolls grew by 22,000 in Jan, significantly lower than expected, vs 398,000 increased in 2025, 771,000 in 2024
-US job cuts soar by 205% MoM or 118% YoY to reach 108,435 in Jan
+ US Manheim Used Vehicle Value Index jumped 2.4% MoM in Jan, rising the most since April 2025
-Amazon stock slumps after it announced plans to spend US$200bn on AI infrastructure
-US has no plans for central bank digital currency: Bassent
+ Trump signed executive action to quadrupling beef imports from Argentina
*OTHERS*
+ Canada unveiled new EV strategy, stressing strategic partnership with China, to further diversify trade
+ FAO Food Price Index down 0.4% to 123.9pts in Jan, 5th consecutive monthly decline n fresh low level since Aug 2024
-*CHINA*
-China’s Manufacturing PMI for Jan slid 0.8% MoM to 49.3 back into contraction territory as demand stays weak
+ PBOC will conduct ¥800bn (US$115.3bn) 3-mth outright reserve repurchase operation
-China recorded first annual decline in fiscal revenue since Covid-19, revenue fell 1.7% YoY in 2025
+ China to prioritise institutional financial opening-up in 15th 5-year plan: Ernst & Young
+ China’s foreign exchange reserves totalled US$3.3991 trillion at end of Jan, an increase of US$41.2bn
-Chinese local govts raised from selling land-use rights plunged 14.7% to ¥4.15 trillion in 2025, drop for 4th straight yrs
-Chinese developers forecast >¥240bn in 2025 losses; Vanke warns of US$11.8bn loss as slump persists
+ China’s developers handed over about 7.5m delayed homes to buyers between Aug 22 and Dec 25
+ Shanghai authorities tap state funds to buy older apartments and convert them into rentals, to halt market slide
+ PBOC and 7 other govt agencies jointly issued notice on preventing cryptocurrency risks
-China warns US arms sales to Taiwan could threaten Trump visit
-Chinese JAC Capital-led group faces significant losses as UK govt mandates sales of USB chip specialist FTDI following failed legal challenge
-China’s new solar power capacity projected to decline up to 43%, to drop for the fist time in 7 years
-China bans unapproved issuance of yuan-linked stablecoins overseas
+ China rolls out new measures to raise farmers’ incomes
+ China successfully launched a reusable experimental spacecraft, the 2nd time deployed such a spacecraft
+ Shanghai’s draft 15-year plan targets 5% annual growth through 2030
+ China reclaims spot as top German trade partners in 2025 from US
+ China’s world largest eVTOL aircraft completes maiden test flight
+ Nio forecasts first-ever operating profit in Q4 last yr, expects to record adjusted operating profit of US$100m – US$172m
+ HK forex reserves rose to 3-year high of US$435.6bn in Jan
+ Taiwan’s consumer confidence index rose to 67.16 in Jan, highest reading since May 2025
+ TSMC to make advanced chips for AI at 2nd Japan plant
*EUROPE*
-EU gas reserves fallen to its lowest level since 2022 at 43% of capacity
+ European Parliament voted to “resume work” on implementing a trade deal with US
-Eurozone HCOB Manufacturing PMI rose to 49.5 in Jan vs 49.4 in Dec, remains in contraction
+ European Banks are embracing stablecoins with an eye on the future
-Germany’s industrial production declined 1.9% in Dec
+ Germany’s exports up 4% MoM to 20-mth high of €133.3bn in Dec; trade surplus widened to €17.1bn vs revised €13.6bn in Nov
+ UK-China Financial Working Gp (FWG) held inaugural meeting in Beijing
+ France’s HCOB Manufacturing MPI rose to 51.2 in Jan, highest reading since Jun 2022
+ France’s forex reserves hit all time-high in Jan to €409.26bn
-Paris prosecutors summon Elon Musk after raid on X’s French offices
*ASIA*
+ Japanese PM Takaichi projected to have won a thumping victory in snap elections
± Japan goes to the polls after shortest campaign in postwar era
+ India and US said they have reached a framework for an interim trade agreement
+ India’s largest carrier IndiGo plans to launch direct flights between Delhi and Shanghai
-Moody’s cuts Indonesia sovereign rating outlook to negative
+ Thailand votes in early election with 3 main parties vying for power
+ Thailand’s exports surged by 12.9%, reaching record high in 2025
+ Malaysia-India to promote ringgit-rupee use in bilateral trade, pledges to boost trade, collaboration
+ Sg Manufacturing PMI rose to 50.5 in Jan vs Dec’s 50.3, hitting 10-mth high; PMI for electronics rose to 51.1 from 50.9 in Dec
+ Sg retail sales rose 2.7% YoY in Dec, vs forecasts of 8%
+ Sg 2025 tourism receipts rose 6.5% YoY to S$23.9bn in first 9 mths, on track for new high and could set record in 2026
± Temasek and GIC are making major changes to the way they work with hedge funds
+ SP Gp and Huawei debuted first ultra-fast EV charger with a battery energy storage system
+ Sg betting big on South Korean pop culture as part of longer-term push to boost tourism, reinforce its position as regional entertainment hub
Contribution by Derek@valueinvestments chat group. Thank you
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