Wolf Money(world market review 11-17 May 2026)
Market Summary 11-17 May 2026
*USA*
+ Trump leaves Beijing after historic 2-day summit with Xi, said he made some ‘fantastic trade deals’
-US annual inflation up from 3.3% to 3.8% in Apr; up 0.6% MoM after up 0.9% in previous mth
+ US retail sales up 0.5% MoM in Apr, sales at gasoline stations recorded biggest increase at 2.8%
-US consumer sentiment index declined 3.2% MoM in May at 48.2
+ US employment added average 39,250 jobs per wk in the 4 wks ending Apr 25
-US 10-year Treasury note rose 10bps to 4.6% at a fresh 1-year high as concerns over war-driven inflation intensified
-US PPI rose seasonally adjusted 1.4% MoM in Apr, biggest increase since Dec 2022; up 6% YoY, the most since Dec 2022
-US core PPI rose by 1% MoM in Apr, rises the most since Mar 2022
+ US manufacturing output rose 0.6% in Apr, the most in 14 mths
-US business inventories rose 0.9% MoM in Mar, vs expectations of 0.8 up, strongest increase in nearly 4 years
-US producer prices rose 1.4% MoM in Apr, vs expectations of 0.5%
+ US export prices rose by 3.3% MoM, import prices up 1.9% in Apr, both at steepest increase since Mar 2022
-US initial weekly jobless claims rose by 12,000 to 211,000, vs expectations of 205,000
+ Trump announced China will buy 200 Boeing jets, as well as to buy US soybeans, oil, LNG, other energy products
+ US cleared 10 Chinese firms to buy Nvidia’s 2nd most powerful AI chip H200; but not a single delivery has been made so far
+ US Senate approved Kevin Warsh as chair of Federal Reserve
+ US existing home sales rose 0.2% MoM in Apr
± US sells US$42bn in 10-year notes at 4.46% yield
*CHINA*
+ China’s central bank maps out financial reforms, AI sector support in quarterly policy report
+ China’s CPI up 1.2% YoY in Apr, vs previous mth’s 1% rise
+ China’s current account surplus widened to US$184.1bn in Q1, vs US$163.6bn same period last year; exports rose 12.2%, imports up 17.2%
+ China’s exports up >14% in USD terms to US$359.4bn YoY in Apr, setting new trade record
± China’s margin financing and short-selling balance climbed to record ¥2.83 trillion (US$416bn), surpassing the peak seen during 2015 stock market boom
+ SH, SZ n BJ exchanges surpassed 2015 high of ¥2.27 trillion, Shanghai Composite Index hits its highest level in nearly 11 yrs
-China’s net new yuan loans turned negative in Apr for the 3rd time on record, fell by ¥10bn (US$1.5bn) in Apr
+ China seeks stronger policies support to help local govts complete off-balance-sheet debt cleanup before mid-2027 deadline
-China’s domestic auto sales fell 21.6% YoY to 1.625m units in Apr, extending a slump since start of the year
+ Chery Automobile JV with Japanese automotive and other firms aimed at launching new EV brand target Japanese market
+ China tightens corruption rules across public and private sectors, lowers thresholds and targets subtler forms of bribery
-XI tells Trump mishandling of Taiwan could lead to ‘dangerous’ place
-China issues warning over UK govt’s plan to nationalise British Steel
+ China to tighten up recycling rules before wave of retired EV batteries hits
+ Chinese-built world’s largest methanol dual-fuel container ship begins sea trials
+ HK GPD grew 5.9% YoY in Q1 at near 5-year high
+ HK home prices to rise up to 10% in 2026: UBS forecasts
*EUROPE*
-Eurozone GDP confirmed at 0.1% YoY in Q1, weakest expansion since Q2 2025
-Euro Area GDP expanded 0.8% YoY in Q1, softest pace of expansion since Q2 of 2024
-ECB may raise rates in Jun to counter Iran war oil shock: ECB Chief Economist
-Germany’s wholesale prices surged 6.3% YoY in Apr, fastest rise since Feb 2023, marking 17th consecutive increase
-German inflation stood at 2.9% in Apr from 2.7%
-Germany’s 10-year Bund yield at 3.1%, close to its highest level since May 2011
+ UK GDP expanded 0.6% in Q1, strongest growth since Q1 2025; expanded 0.3% MoM in Mar
-UK 10-year gilt yield at 5.1%, nearing its highest level since 2008
-UK trade deficit widened to £9.66bn in Mar, largest trade gap since Jan 2022
-UK moves to fully nationalise Chinese-owned British steel
-Netherlands 10-year govt bond yield increased to 3.24%, highest since Oct 2023
-Russia GDP contracted by 0.2% YoY in Q1, first annual decline in 3 yrs
*ASIA*
-Japan multiple BoJ board members signalled interest rates should be raised, according to April meeting
+ Japan’s current account surplus increased to ¥4681.5bn YoY in Mar from ¥3625.3bn, hitting record high
+ Japan’s machine tool orders surged by 45.1% YoY to ¥188.971m in Apr, strongest growth since Jan 2022
-Japan’s producer prices up 4.9% in Apr, fastest annual growth in near 3 years
-Japan’s 10-year govt bond yield climbed to around 2.7%, reaching highest level in nearly a decade
-Japan’s bank lending rose by 5.4% YoY in Apr, vs expectations of 4.6% increase
+ Japan to broaden subsidies for domestic legacy chip production, to scrap investment minimum, opening door to smaller firms
-India trade deficit widened to US$28.4bn in Apr, highest on record for the period
-India jobless rate rose to 5.2% to 6-mth high
-Moody’s cuts India’s 2026 GDP growth forecast to 6% from 6.8%
-Indian wholesale prices up 8.3% YoY in Apr, highest since 2022
-South Korea’s 10-year govt bond rose 10bps to around 4.18% in Mid-May, highest in 2.5 years
+ South Korea’s export prices surged 40.8% YoY in Apr, biggest jumped since 1998, mainly driven by manufactured goods
+ UAE to speed up construction of new oil pipeline bypassing Hormuz, to be ready in 2027
-Indonesian 6 companies removed from MSCI’s global standard index; rupiah hits record low
+ Malaysia’s GDP expanded 5.4% YoY in Q1, vs preliminary estimates of 5.3%
+ Malaysia’s FDI inflows at MYR22.81bn in Q1, vs record MYR26.64bn in Q4
+ Malaysia’s current account surplus widened to MYR15.16bn in Q1, largest in 3.5 years
+ Sg construction demand projected at S$47bn to S$53bn in 2026; driven by public sector and infrastructure projects
+ SGX securities turnover value rose 6% YoY to S$43.2bn in Apr
+ Sg retail occupancy held steady at 93.7% in Q1
+ Sg int’l visitor arrivals reached 4.4m in Q1, up from 4m in Q4, projected 17-18m IVA in 2026
-Sg ICT jog posting fell 38% between 2022 and 2025, marking the sharpest decline among all occupation groups since Covid peak
-H&M lays off staff in Singapore, moves regional HQs to Malaysia, affected close to 80 roles
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