Wolf Money(world market review 26-31 Jan 2026)
Market Summary 26-31 Jan 2026
*USA*
-US trade deficit in Nov at US$56.8bn, up 94.6% from Oct, 4% YoY higher, about 1/3 came with EU, deficit rose by US$8.2bn, with China down US$1bn to US$13.9bn
± Trump nominated former Fed Governor Kevin Warsh to lead US central bank; many investors view as a hawkish pick
-US govt enters partial shutdown after their funding ran out at midnight before House can vote on Monday
± US producer prices rose 0.5% MoM in Dec, largest gain in 3-mth; Core produce prices up 0.7% MoM
+ US approved potential military sales to Israel worth US$6.7bn
-Trump warns Canada of consequences over China trade deal, threaten to impose 50% tariffs on Canadian aircraft n decertify Bombardier
-Trump and his sons filed US$10bn lawsuit against IRS, Treasury
+ Amazon may invest up to US$50bn in OpenAI: WSJ
-Nvidia’s executives calling into question company’s agreement with OpenAI worth US$100bn
+ Apple’s Q1 revenue at US$143.8bn, iPhone sales at all-time high, up 16% YoY; may focus on premium iPhone mdoels in 2026
+ Apple has acquired Israel AI Start-up Q.AI for nearly US$2bn
+ American Express Q4 revenue US$19bn, up 10% YoY; Visa’s Q1 revenues up 15% to US$10.9bn; Mastercard’s Q4 revenue up 18% to US$8.8bn
-Amazon axed 16,000 jobs cuts, completing plan for around 30,000 since Oct
-UPS to cut additional 30,000 jobs in Amazon unwind
+ Blackstone is preparing “one of the largest IPO pipelines in history”: President Jonathan Gray
+ SpaceX, xAI to be discussing a potential merger; SpaceX generated about US$8bn in profit in 2025 ahead of IPO: sources
*SOUTH AMERICA/OTHERS*
+ Venezuela signed oil reform law while US eases sanctions
+ BRICS laying first tracks for new global payment system
-Gold price tumbles nearly 9% after Warsh Fed pick; silver hit by record plunge 30% in worst day since 1980
-Bitcoin dips below US$79,000
*CHINA*
-China’s NBS Composite PMI Output Index dipped to 49.8 in Jan from Dec’s 6-mth high of 50.7
-China’s official NBS Manufacturing PMI fell to 49.3 in Jan from 50.1 in Dec, vs estimates of 50
-China’s official NBS Non-Manufacturing PMI slipped to 49.4 in Jan from 50.2 in Dec, lowest reading since Dec 22
+ China Jan equipment manufacturing PMI at 50.1%, high-tech manufacturing PMI at 52%
-China’s fiscal revenue fell 1.7% YoY in 2025, first contraction since 2020 on property slump n weak domestic demand
+ China ends 3-year industrial profit slump; earnings edge up 0.6%; industrial with annual main revenue exceeding ¥20m generated total profits of ¥7.4 trillion in 2025
+ China plans sale of ¥200bn in special govt bonds to recapitalise some of its largest insurers: Bloomberg
-China’s debt-to-GDP ratio tops 300% in 2025 on slower economic growth: Think Tank
+ China to take all necessary measures to protect firms’ legal right after Panama Court’s ruling on CK Hutchison’s port
+ China’s ports handle 350m TEUs in 2025; trade container throughput up 9.8%
+ Chinese Yuan breaches 7 versus USD for 2nd time this year
+ China unveiled national work plan to cultivate new growth drivers in services consumption
+ China to open Shanghai Nickel futures, options to foreign investors
+ China 6 listed gold mining firms that have already released earnings expect cumulative net profit to have exceeded US$8.7bn
+ China’s inland provinces in its central and western regions posted strong growth in 2025 driven by booming exports of NEV, lithium batteries and solar products
+ China-UK signed 4 economic and trade outcome documents
± Xiaomi denied reported discussions over partnership with US automaker Ford about forming a JV to build EVs
+ ByteDance, Alibaba may launch new AI tools soon
-BYD sales fell by 30.1YoY in Jan, 5th straight mth of decline
+ Nio’s Jan deliveries jump >96%, cumulative deliveries top 1m
+ HK GDP expands 3.5% YoY in 2025, beats estimate
-HK’s residential mortgage loans in negative equity down 32% to 21,304 cases in Q4 from 31,449 in Q3 at 2-year low
+ Taiwan GDP expanded 12.68% YoY in Q4, strongest since 1987, fuelled by emerging technologies such as AI
*EUROPE*
+ Eurozone economy expanded 1.5% in 2025, vs 0.9% in 2024
+ EU-India concludes landmark FTA, 96.6% of EU goods exported to India will be eliminated or reduced
+ Germany GDP expanded 0.3% in Q4, strongest performance in 3 qtrs; preliminary estimates
-Germany jobless at 6.6% in Jan, up 0.4% MoM; jobless people up by 177,000 YoY
+ UK PM visit to China ends with £2.2 billion in export deals, around £2.3 billion in market access wins and hundreds of millions of investments secured
± Maersk to take over Panama Canal port operations temporarily from HK CK Hutchison after Panama’s Supreme Court annulled port contracts
+ Russia arms exports revenue passed US$15bn in 2025, being sent to >30 countries: Putin
*ASIA*
-Toyota tops global auto sales for 6th straight year in 2025
-India govt projected fiscal deficit of 4.3% of GDP for FY 2026-27
+ South Korea’s exports surged 33.9% YoY to US$65.85bn in Jan, strongest since Jun 2021
-Indonesia pledges transparency reforms, probes market manipulation after US$80bn rout
+ Thailand’s current account surplus widened to US$3.1bn YoY in Dec, from US$2.62bn
+ Malaysia ringgit, stocks hit highest since 2018 on AI, growth
+ Sg bank lending in Dec charted the highest monthly increase since Dec 2024, driven by increase in loans to businesses
± Sg economic growth expected to moderate to 2.6% in 2026, down from 4.8% in 2025: UOB
+ Sg gearing up to deepen its green and sustainable economy, with upcoming Budget expected to focus on decarbonisation n climate resilience
+ STI sets new records above 4900, JPMorgan lifts 2026 targets to 6000
+ SGX and Shenzhen bourse beef up ties to bring more Chinese secondary listing to SGX; at least 5 companies from China or HK are planning IPOs, dual listings, or share placements in Sg in next 12-18 mths: 4 sources
± Sg to face AI challenge sooner than many other countries: Tharman
Contribution by Derek@valueinvestments chat group. Thank you
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