Wolf Money(world market review 25-31 May 2026)
Market Summary 25-31 May 2026
*USA*
+ US PCE index rose 0.4% MoM in Apr, up 3.8% YoY; Core PCE up 0.2% MoM, up 3.3% YoY, both in 3 yrs high; personal spending rose 0.5%, person income roughly flat
-US average American personal savings rate fell to just 2.6% in Apr, down from 5.8% YoY, lowest since Apr 2008, well below 30-year average of 5.7%
-US consumer confidence dipped 0.7 pts in May at 93.1
-US Q1 GDP revised lower to 1.6% YoY from 2%; driven by downward revisions to investment n consumer spending
± US wholesale inventories up 0.5% MoM to US$938.6bn in Apr, vs revised 1.5% increase in Mar
-US initial jobless claims rose 5k to 215k on 3rd wk of May, continuing jobless claims up 15k; weekly employment up by 37,500
+ US aggregate business investment in Q1 up 6.4% YoY, deeper AI spending driving these gains
-US goods deficit at US$82.4bn in Apr vs US$65.3bn in Mar, exports surged 4% to record US$219.7bn
+ US durable goods orders surged 7.9% in Apr to US$346bn, strongest monthly increase since May 2025, driven by 21.5% surge orders from transportation equipment
± US 10-year Treasury note dropped to around 4.45% at 3-wk lows, still up roughly 7bps for the mth
-US new home sales of single family down by 6.2% in Apr to reach 622,000
± Trump is looking to make changes to USMCA, to push for 50% of components and materials in automobile US-made
+ Anthropic hits US$965bn valuation, after US$65bn series H funding round, making it most valuable AI company in Silicon Valley
+ US Space Force awarded US$4.2bn contract to SpaceX
+Boeing increasing 737 production to 47 jets a mth, up from 42, after consulting FAA
+ US large mutual funds and passive index funds are starting to set aside more cash, or offload some existing holdings for SpaceX and OpenAi IPOs
+ Nvidia and Microsoft expected to unveil first Windows personal computer powered by Nvidia processors next wk
*CHINA*
+ China’s NBS Composite PMI Output Index at 50.5 in May, vs 50.1 in Apr; Manufacturing PMI at 50.0 in May from 50.3 in Apr; Non-Manufacturing PMI at 50.1 vs 49.4 in Apr
+ China’s industrial profits surged 24.7% YoY in Apr; profit increased 18.2% YoY in first 4 mths on AI boom
+ China unveiled sweeping 5-year urban renewal plan, upgrades aim to revitalise aging homes, communities and pipelines
+ Shanghai passed China’s first local act backing youth employment, entrepreneurship, housing, families
+ China-US agree in principle to discuss framework arrangement for reciprocal tariff reductions: MOFCOM
+ China’s mutual fund assets hit record ¥39 trillion
+ China’s private fund assets reached ¥23.5 trillion at end Apr, hitting record as quantitative funds surge
+ China brokerage Citic Securities to raise US$2.4bn to fund overseas expansion
+ China’s foreign investors hold >¥4 trillion worth of free float of A shares
-China vowed necessary measures amid reports of EU new trade curbs
+ China in talks with EU over planned steel tariffs
-WIngtech sued Nexperia in China, seeking US$1.2bn and transfer of assets
+ Huawei targets 1.4-nanometre chip performance by 2031 with new design architecture
+ SAIC Motor becomes nation’s first to reach 100m vehicles in cumulative production and sales
+ Unitree fast-tracks IPO plans to raise ¥4.2bn on Shanghai’s STAR market
-China proposed US$388m in confiscations and fines against Futu and Up Fintech
+ China’s C919 has transported >5m passenger trips in past 3 yrs
-HK tightens scrutiny of mainland Chinese investment ac, as regulators widen crackdown on illegal cross-border trading
+ Taiwan ‘s GDP expanded 14.55% YoY in Q1, accelerating from upwardly revised 12.95% in Q4, strongest since Q3 1978
+ Taiwan’s stock market overtakes India to become world’s 5th largest, driven by chip rally
+ Nvidia plans to invest around US$150bn a yr in Taiwan, terming it the “epicentre” of the AI revolution
*EUROPE*
+ EU registrations of passenger cars grew 5.1% YoY in Apr, marking 3rd consecutive increase
-EU leaders are divided on how far to go in curbing Big Tech, tempered by internal debate
-European Commission vows tougher action on trade with China
-EU exports to US dropped by 30% YoY in Q1
-Germany’s import prices up 5.3% YoY in Apr, fastest pace since Jan 2023
+ Germany, Spain reportedly pushed back on EU plan to ban Chinese firms
-Mercedes-Benz’s US operations could be halted should the Motor Vehicle Modernisation Act of 2026 be passed into law
+ UK-China seek to deepen economic cooperation to unlock new growth opportunities
-France’s GDP fell 0.1% in Q1, revised down from initial estimate at flat growth, first contraction since Q2 2020
*ASIA*
+ Japan’s industrial production index up 0.8% at 102.8 in Apr
+ Tokyo’s core CPI rose 1.3% YoY in May, the 6th consecutive mth of deceleration and 4th straight mth below BoJ’s 2% target
+ Japan’s consumer confidence index rose to 33.6 in May from 32.2 in Apr, hitting 3-mth high
+ Japan’s retail sales grew 2.1% YoY in Apr hitting 1-year peak
+ SK Hynix rose sharply and crossing US$1 trillion market-value mark
+ Iran central bank chief in Qatar to discuss on possible release of Iranian foreign exchange assets
+ ASEAN set to sign digital economy agreement in Nov
-Thailand’s private investment tumbled 5% MoM in Apr, vs 3.5% decline in Mar, steepest decline since Dec 2023
-Thailand’s personal spending fell 2.1% MoM in Apr, steepest contraction since Jul 2021
+ Malaysia govt to tighten spending, channels savings to public welfare: Anwar
+ Sg overall CPI rose 1.8% YoY / -0.3% MoM in Apr, Core inflation up 1.4% YoY
-Sg domestic supply price index surged 31.6% YoY in Apr at historical high from upwardly revised 26.7% in Mar
+ Sg factory output up 17.6% in Apr on AI-related electronics surge
+ Sg bank loans increased to new record high of S$908.4bn in Apr; businesses $552.3bn, building & construction S$184.1bn
+ Sg personal disposable income rose 5.2% in Q1
+ Sg real wages up 4% 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