Wolf Money(world market report 30 Mar-5 April 2026)
Market Summary 30 Mar-5 Apr 2026
*USA*
+ US nonfarm payrolls added 178K jobs in Mar, highest since Dec 2024, vs expectations of 60K, gain highest in healthcare 76K
± US jobless rate fell to 4.3% in Mar from 4.4% in Feb
-S&P Global US Composite PMI revised sharply lower to 50.3 in Mar from preliminary 51.4, lowest reading since Sept 2023
-S&P Global US Services PMI fell to 49.8 in Mar, down from 51.7 in Feb, first contraction in >3 yrs
+ US retail sales up 0.6% MoM in Feb
+ US consumer confidence index at 91.8 in Mar, vs 91.0 in Feb
± US business inventories in manufacturing and trade sectors down 0.1% MoM in Jan
-US imposed 100% tariff on imports of patented pharmaceutical products, strengthens metal duties
-US trade deficit in goods and services expanded by US$2.7bn, or 4.9% MoM to reach US$57.3bn: BEA
± US job cuts totalled 60,620 in Mar, up 25% MoM, but down 78% YoY
+ US initial jobless claims down 9000 to 202,000
+ US private payrolls rose by 62,000 jobs in Mar, annual pay for job-stayers up 4.5%, job changers gains of 6.6% YoY, job growth mainly driven by smaller firms
-US mortgage rate on 30-year fixed mortgage roes to 6.46% to 7-mth high
± US companies invited to form consortiums to offer full-stack AI solutions around the world
-US proposed expanding Chinese tech gear crackdown
-US politicians proposed a law to further restriction on exports of computer chipmaking equipment to China, affecting ASML and China’s top chipmakers
-US senators urged Trump to bar Chinese automakers from building vehicles in US n prevent Chinese cars assembled in Mexico or Canada from entering US
+ Pentagon unveiled new deals with Boeing, Lockheed Martin
± US federal judge blocked Pentagon order designation Anthropic a national security risk
-US trade panel opens patent probe into China’s Hisense over certain display devices and media players
+ OpenAI valued at US$852bn after US$122bn funding round
-Oracle building in Dubai Internet City struck by interception debris
+ SpaceX is aiming for IPO valuation of >US$2 trillion
*OTHERS*
+ Canada-China to hold economic, financial strategic dialogue in H2
-Food prices up 2.4% in Mar due to ME crisis
*CHINA*
+ China’s manufacturing PMI index up 1.4 pts to 50.4 in Mar, non-manufacturing PMI up 0.6 pts to 50.1, bring both back >50 mark
+ RatingDog China General Services PMI eased to 52.1 in Mar vs 3-year high of 56.7 in Feb
+ China offshore yuan bond sales rose 180% in Mar as borrowers tap low yuan rates
+ China’s net overseas assets jump 28% to US$4 trillion to world’s no. 2 net creditor position
+ China’s top 100 real estate developers’ sales plunged about 23% YoY to ¥620.9bn (US$90bn) in Q1
-Vanke 2025 net loss widens 79% to US$13bn on massive impairments
± China asking wealthy individuals to disclose trust dividends n investment gains, using cross-border data to narrow long-standing enforcement grey zone
+ China’s high value-added industries accounted for 31.7% of total economic inputs in Mar: Caixin
+ China’s bank bailout fund spending hits 6-year low
-China’s online lenders platforms’ revenue, profit and loan volume fall as tighter rules curb light-margin lending
+ China’s 150 brokerages saw combined net profit surge 46% to ¥219.4bn in 2025, best earnings since 2015
+ China;s science and technology spending expected to exceed ¥400bn (US$57.87bn) for the first time in 2026
+ China’s airlines expected to add 2900, up 20% to more Europe-bound flights through Russian airspace
+ China’s multiple robotics firms report strong revenue growth for 2025
+ China’s motorcycle manufacturer ZXMOTO secured a landmark victory in Superbike World Championship’s middleweight class, 1st time a Chinese factory team has own the category
+ China shipped 22,300 vehicles to Australia, edging out Japan for the first time since 1998
+ Tencent buys back 603,000 or US$38.3m worth of its ordinary shares
+ XPeng completes a lineup-wide transition away from Nvidia chips for advanced driver-assistance systems
+ Chinese private space company GalaxySpace files for A-share IPO counselling
+ China’s pork prices plunged to 8-year low, pushing authorities to mandate aggressive herd reductions, launch state stockpiling
+ HK Q1 listings n secondary offerings raise US$13.3bn, hits 5-yer high on tech surge
*EUROPE*
-Eurozone inflation up from 1.9% to 2.5% in Mar
-ECB’s Villeroy: Next rate move likely to be hike
± EU 5 finance ministers call for windfall profit tax on energy companies
-German inflation up from 1.9% to 2.7% in Mar
-German pharma giant Bayer warned European drugmakers must raise prices on new medicines in Europe to maintain profits amid US pressure to lower drug cost for Americans
-UK facing worst economic shock in decades, especially exposed to surging energy prices due to heavy reliance on gas-fired power: IMF
-France industrial production fell 0.7% MoM in Feb, vs downwardly revised 0.2% gain in Jan
-France industrial producer prices down 3.1% YoY or down 1.2% MoM in Feb
*ASIA*
+ Japan’s manufacturing output index expands to 51.6 in Mar from 51.4 in Feb: S&P Global’s preliminary report
-Japan’s industrial production index down 2.1% to reach 102.3 in Feb, but up 0.3% YoY
+ Japan: Microsoft to invest US$10bn in Japan for AI and cyber defense expansion
+ Indian will reduce import duties and regulate exports if needed to secure domestic supplies of essential goods disrupted by war
+ South Korea's FDI by int’l companies surged 82.9% YoY to record US$7.14bn in Q1, service sector rose 21.5% to US$4.33bn
+ South Korea posts US$25.74bn trade surplus in Mar
+ Samsung Electronics expected “unprecedented supercycle” for memory chips, projected to flag profit of US$26.9bn on 50% climb in revenue
-Iran: Hormuz to be closed ‘long term’ to US, Israel
+ Indonesia published companies with high ownership concentration following MSCI transparency push
+ Thailand: Microsoft to invest >US$1bn in developing cloud and AI infrastructure in Thailand through 2028
+ Sg PMI edges down to 50.5 in Mar, down 0.1 pt MoM, early signs of disruption form ME conflict
+ Sg Q1 investment banking fees hit 3-year high of US$187.7m, up 8.2% YoY
-Sg medical cost inflation projected to hit record high of 16.9% in 2026: LIA
+ Sg: Microsoft to invest US$5.5bn on Singapore’s cloud and AI infrastructure development over 5-year period ending 2029
+ Sg rolls out driverless vehicles, running short routes within the estate and linking housing clusters
Contribution by Derek@valueinvestments chat group. Thank you.
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