Wolf Money(world market review 16-22 March 2026)
Market Summary 16-22 Mar 2026
*USA*
-US sovereign debt reached an unprecedented US$39 trillion
+ Fed suggests rate cuts remain more likely than not, believes in productivity boom
-Trump delays trips to China for 5 or 6 weeks to focus on Iran war
-US producer prices rose 0.7% in Feb, vs 0.5% in Jan, largely due to higher services costs, faster than anticipated pace
+ US new orders for manufactured good up 0.1% in Jan to US$620.1bn, vs revised 0.4% declined in previous mth
± US 10-year treasury yield rose 10bps to 4.37% to its highest level since Jul 2025
+ US jobless claims fallen to 205,000 vs forecast of 215,000
+ Philadelphia Fed Manufacturing Index rose to 18.1 in Mar, highest since Sept 2025
+ US wholesale inventories fell by 0.5% MoM to US$909.3bn in Jan, the most since Dec 2024
+ US AI and data centre buildout as a durable multi-year growth driver for diversified and capital goods: Fitch Ratings
-US new home sales plunged by 17.6% to seasonally adjusted annualised rate of 587,000 units in Jan, lowest rate sine 2022
+ US pending home sales up 1.8% MoM in Feb, reversing 2 consecutive mth of declines
-Trump threatens Iran with power plant strikes over Hormuz oil blockade
-US Dept of Defense requested >US$200bn additional funding for Iran war
-US considering plans for an occupation or blockade of Iran’s Kharg Island
+ US issued new general license permits delivery and sale of Russian-origin crude oil
-Trump administration asked judge to reconsider his ruling that blocked criminal investigation into Jerome Powell
+ Musk announced a plan to make chips for AI, robotics n data centers in space
+ Nvidia will seek US govt approval to export Blackwell AI chips to China after its most advanced Vera Rubin rolled out in H2
-Supermicro’s co-founder and 2 others charged in NY for allegedly violating US export controls by smuggling US$2.5bn Nvidia’s AI chip servers to China
-IEA chief: resuming Gulf oil, gas supplies could take 6 mths or longer
*CHINA*
+ China pledges more balanced trade and further opening of the economy after record surplus
+ China’s fiscal expenditure rose 3.6% YoY to ¥4.67 trillion in Jan-Feb; govt spending up 4.5%, local govt grew 3.5%
+ PBoC holds benchmark interest unchanged at record low for 10th straight mth, 1-year n 5-year LPR at 3% and 3.5% respectively
-China FDI inflows declined 5.7% YoY to ¥161.45bn in Jan-Feb; high-tech industries surged 20.4% representing 39.2 of total inflows
+ China’s regulatory clean-up made shadow financing more transparent and easier to monitor: Fitch Ratings
± China plans to ban certain Chinese companies from listing in HK via a red-chip structure
+ China’s output of industrial robots surged 31% in first 2 mths, production of service robots up 1% in same period
+ Unitree Robotics files for US$608m STAR market IPO
+ China urged EV makers to end price war and focus on innovation
+ China overtakes EU in car and parts trade for first time
-China >50% auto dealers lost money in 2025 as discounting intensified and regulators curbed finance commissions
+ China urged SMEs in new materials sector for stronger innovation and faster breakthroughs in key materials
+ Shanghai become latest city to lower minimum down payment requirement for loans on commercial-use properties, from 50% 50 30%
+ China-US reached new consensuses and consultations will continue: MOFCOM
+ China ready to boost energy coordination with SEA: FM
+ China expands state Hydrogen pilot program to industrial sectors
+ China-Russia to boost transport links, increased use of Arctic shipping route among topics
+ China has invested >US$120bn in overseas mining and mineral processing projects since 2023: study
-China’s jobless rate for youth workers aged 16-24 at 16.1% in Feb vs 16.3 in Jan
+ China launched world’s first robot eldercare centre in Beijing
+ Tencent profit up 16% as overseas games, cloud gain traction; to launch Hunyuan 3.0, build WeChat AI agent
+ Xiami unveiled trio of large AI models in US$.7bn bet
+ Alibaba targets US$100bn in annual revenue from cloud, AI revenue within next 5 yrs; cloud revenue jumps 36% as AI strategy pays off
-Alibaba profit plunged 67% as heavy investment in on-demand retail weighed on margins and cash flow
+ ByteDance set to sell its mobile game developer Moonton to Saudi esports firm Savvy Games Gp for US$6bn
+ HK IPOs rise 537% year-to-date, exceeding US$12.4bn with tech, medical firms leading rush
± HK SFC urged HKSE to tighten listing, compliance rules
± HK office vacancy rate in main business district dropped to single digits for the first time in 26 mths to 9.9%
*EUROPE*
+ ECB keeps rates on hold, could rase interest rates as soon as Apr 30 if energy-driven inflation continues to worsen
+ Eurzone’s current account surplus widened to €12.98bn in Jan, up from revised €3.09bn YoY
-Eurozone’s int’l trade deficit in goods at €1.9bn in Jan, vs surplus of €12.6bn in Dec
-EU exports down 10% YoY at €189.2bn, imports down 9.5% to €195.1bn in Jan
± Eurozone investor morale drops to 11-mth low
-EU car imports from China overtake exports for first time
± German producer prices down by 3.3% YoY in Feb, biggest fall since Apr 2024
± Germany’s 10-year Bund yield climbed to 3% touching highest level in 14 years
+ Simens to invest US$165m in AI infrastructure in US
-UK public sector net borrowing (excluding public sector banks) rose to £14.3bn in Feb vs £12.1bn YoY
± France’s 10-year OAT yield at 3.62% , remained close to 14-year high of 3.71 hit a day earlier
+ Spain may cut fuel VAT from 21% to 10% amid Iran war
+ Russian plans to increase volume of processing at the oil refineries this year
-Israel’s largest oil refinery in Haifa suffered localised damage in a missile attack
*ASIA*
+ Japan resumed gasoline subsidies to curb pump prices
-Japan refiners asked govt to allow foreign-flagged tankers to help transport crude oil
+ BOJ left interest rates unchanged and offers no signal about its next move
+ India infrastructure output rose 2.3% annually in Feb, grows for 4th mth
-Iran says Straits of Hormuz is open to all except its enemies
-Iraq suspended majority of its petroleum exports due to escalating military action in the region
-Malaysia fertiliser producers halt new orders as Iran war drives up prices
+ Sg key exports rose 4% YoY in Feb, vs 9.2% growth in Jan, electronic shipments expanded, non-electronic continued to fall
+ Sg has not needed to dip into its energy stockpiles amid ME conflict, will ensure it has enough “dry power” to intervene when needed: Minister
+ Sg labour demand shifts to growth sectors such as tech, new roles accounting for nearly half of all vacancies in 2025
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