Wolf Money(world market review 9-15 March 2026)
Market Summary 9-15 Mar 2026
*USA*
-US GDP growth revised sharply lower to 0.7% YoY in Q4, well below 1.4% advance estimate, weakest performance since Q1 2025
-US govt has borrowed USS$1 trillion in 5 mths since Oct, over US$430bn spent to service debt that is approaching US$39 trillion
± US PCE price index rose 0.3% MoM in Jan as expected; core PCE price index rose 0.4% MoM in Jan
+ US year-ahead inflation expectations at 1-year low of 3.4% in Mar
-US consumer sentiment fell to 55.5 in Mar, vs Feb’s final reading of 56.6 and 2% below level from Mar 2025
+ US annual inflation rate at 2.4% in Feb, unchanged from Jan and remaining lowest level since May 2025; core consumer prices rose 0.2% MoM
+ US personal income rose 0.4% MoM in Jan, vs 0.3% increase in Dec
+ US personal spending up 0.4% or US$81.1bn MoM in Jan, vs expectation of 0.3%
± US jobless claims fell 1000 to 213,000in first wk of Mar
-USTR said it had initiated Section 301 unfair trade practices probes of 60 economies in relation to take action on forced labour
-USTR said Section 301 could led to new tariffs imposed against China, EU, India, Japan, South Korea and Mexico this summer
-US investment banks and financial markets are increasing downgrading outlook for US economy
-US govt recorded US$307.5bn budget deficit in Feb, vs US$296.3bn deficit YoY
-US trade deficit narrowed to US$54.5bn in Jan, lowest since Oct, vs revised US$72.9bn in Dec
-US goods trade deficit narrowed to US$80.8bn in Jan from US$98.5bn in Dec, smallest deficit since Oct 2025
+ US exports jumped 5.5% to record high of US$302.1bn in Jan, led by nonmonetary gold, other precious metals, computers, civilian aircraft and computer accessories
+ US job openings rose to 6.94m in Jan, vs the over 5 year low of 6.55m in Dec
+ US to release 172m barrels of oil from Strategic Petroleum Reserve in bid to bring oil prices down
-US new orders for manufactured durable goods flat MoM in Jan, vs downwardly revised 0.9% down in Dec
-US building permits fell 5.4% MoM to 1.376m in Jan at 5-mth low
+ US existing home sales roe 1.7% MoM to annualised rate of 4.09m in Feb
+ US issued 30-day waiver on Russian oil and petroleum products currently at sea amid Iran crisis
+ US dishwashing home robot maker Sunday raised US$165m at US$1.5bn valuation
+ Lily to invest US$3bn in China over next decade to boost nest-gen weight loss pill output
*OTHERS*
+ IEA 32 member nations to release nearly 400m barrels of emergency crude, about 1/3 of total holding 1.2bn barrels govt reserves
-World 12 global automakers scale back electrification efforts with US$73bn in losses; 5 of the world’s top 10 carmakers reported losses last year for adjusting their electrification strategies
-Panama’s govt asked Chinese shipping giant Cosco to reconsider its suspension of operation at Panama Canal port
*CHINA*
+ China approved development blueprint for 2026-2030 period, maps out high-quality path toward modernisation
± China banks extended ¥900bn in new loans in Feb, slowing from ¥1009bn from previous year
+ China’s total goods trade reached ¥7.73 trillion (US$1.12 trillion) in first 2 mths, up 18.3%
+ China’s trade surplus at US$213.62bn in first 2 mths, exports jumped 21.8% YoY to US$656.58bn in Jan-Feb, imports soared 19.8% YoY to US$442.96bn
+ China’s consumer price index climbed 1.3% YoY in Feb vs 0.2% up in Jan, highest since Jan 2023; core CPI up 1.8% YoY
-China’s PPI went down 0.9% YoY in Feb, decline narrowing continuously
+ China to secure more natural gas from Russia, referencing 2 new pipelines in the draft of its latest 5-year plan
+ China’s sales of high-tech sector up 16.1% YoY in Jan-Feb
-China’s total vehicle sales declined 15.4% YoY to 1.801m in Feb, vs 3.2% fall in Jan, sharpest drop since Feb 2024
+ China local govts set out more plans to buy unused land using special purpose bonds to clear inventory
-Chinese housing rents fall as much as halved in some major cities after surge in subsidised rentals and boosting supply
+ China unveiled world’s first T1200-grade ultra-high-strength carbon fibre
-Chinese smartphone makers planning price hikes due to soaring memory chip prices
+ Chinese wind turbine manufacturers occupied the top 6 positions globally by new installed capacity in 2025
+ China-US 6th round of trade talks from 14-17 Mar in Paris
+ China-Europe railway express freight volume up 25% in first 2 mths this year
-China to impose anti-dumping duties on halogenated buty1 rubber imports from Japan, Canada
+ China’s Spring Festival travel rush estimated at record 9.4bn trips
+ China’s top political advisory body has heard calls for more support be made available to one person companies
+ China’s Tianneng’s Chair calls for end to cutthroat competition in energy storage sector at 2-sessions
+ China joins global pact to triple nuclear power, boosting overseas prospects for its nuclear firms
+ MiniMax’s market value tops Baidu’s after Chinese AI Startup’s stock surge
-Chinese regulator issues risk alert on viral AI agent OpenClaw, urging users to limit privileges
+ ByteDance, Zhipu and other Chinese internet giants launch OpenClaw versions
+ Xiaomi founder says to nearly double R&D spending to US$29bn
+ HK manufacturing production grew 5.7% YoY in Q4 at 4-year high
*EUROPE*
+ European countries plan to release emergency oil stocks to calm surging energy prices
-Eurozone industrial production fell 1.5% MoM in Jan, sharpest mthly drop since Apr 2025, domestic orders fell 16.2%, foreign orders down 7.1%
+ EU-China trade surges 19.9% in first 2 mths to reach US$144.54bn
+ Germany’s current account surplus widened to €17.1bn in Jan vs €16.6bn a year earlier
-Germany’s industrial output decreased 0.5% MoM in Jan, due to lower output for fabricated metal products
± Germany’s 10-year Bund yield rose to 2.95%, highest level since Oct 2023 on inflation fear
-Volkswagen to slash 50,000 jobs in Germany, after reporting its weakest result since 2016 diesel scandal
-Porche reported 93% plunged in operating profits after scrapping all-electric vehicle program
± UK GDP stalled MoM in Jan, following 0.1% rise in Dec
+ UK recorded trade surplus of £3.92bn in Jan, vs £4.34bn deficit in Dec, first surplus since Sept 2024
+ France’s current account surplus widened to €2.1bn in Jan, largest in 13 mths
+ Russia added 14 new dollar billionaires in past year, 7 of whom made their fortunes in agriculture and food production
*ASIA*
+ Japan’s GDP grew 0.3% QoQ in Q4, followed a 0.7% contraction in Q3
+ Japanese auto parts makers entered into talks with Russian aluminium giant Rusal; stopped buying Russian products after Ukraine war
+ Japan’s machine tool orders grew 24.4% YoY to ¥146,784bn in Feb, driven by 29.8% surge in foreign orders
-Honda Motor shares fell >6% after the automaker flagged its first annual loss since it went public in the 1950s
-India inflation rose 3.21% YoY in Feb to 11-mth high
+ India relaxed FDI restrictions for countries sharing a land border, primarily aimed at enabling investments from China
-India urged China to ease export curbs on urea as ME conflict continues threatening to impact fertilizer production
-South Korea’s GDP contracted by 0.2% QoQ in Q4, vs 1.3% expansion in Q3, driven by softer domestic demand, decline in non-semiconductor exports
-Gulf region lost estimated US$15.1bn in energy revenues since US-Israeli strikes on Iran: FT
-Iran: Any country except US and Israel can pass through Straits of Hormuz
+ Indonesia new car sales climbed 12.2% YoY in Feb, supported by stronger interest in EV
-Philippines jobless rate surged to 5.8% in Jan, highest since Jun 2022
+ Malaysia industrial production grew by 5.9% YoY in Jan, fastest growth since Oct 2025
+ Malaysia’s jobless rate fell to 2.9% in Jan from 3.1% same mth last year, lowest level since Nov 2014
+ Malaysia retail sales rose by 6.1% YoY, weakest growth since Aug 2025
-Sg among 16 economies targeted as US launches new unfair-trade probe
-Sg petrol prices surpass highs set during Ukraine crisis in 2022
+ Sg job postings hit 7-mth high as AI demand surges
Contribution by Derek@valueinvestments chat group. Thank you.
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