Wolf Money(world market review 28 Jun -5 July 2026)

 

(Super Nintendo World, Osaka)

Market Summary 28 Jun – 5 Jul 2026

*USA*

+ US manufacturing PMI down 0.7% to 53.3 in Jun, vs estimates of 53.9, at 6th straight mth of expansion, prices paid index fell to 73 from 82.1 

-US economy added 57k jobs in Jun, vs forecasts of 110k, May’s gain cut to 129k from 172,000, Apr’s revised to 148k from 179k 

± US private sector added 98k jobs in Jun, vs 122k in May and forecasts of 113k; most gains in services-providing industries, small firms accounted for >50% 

+ US job cuts down 53% to 45,849 in Jun, lowest since Dec 2025; tech sector cuts the most (15,503)

+ US job openings rose 9000 to 7.594m in May, highest since May 2024, jobless rate at 4.2% in Jun, vs 4.3% in May 

+ US average hourly earnings for all employees on US private nonfarm payrolls rose 13 cents or 0.3% MoM to US$37.64 in Jun

+ US Conference Board’s consumer confidence index at 91.2 in Jun, vs revised reading of 90.6 in May 

-US factory orders fell 1.3% MoM in May, vs upwardly revised 5.3% surge in Apr, driven by 4.5% drop in durable goods orders 

± US Fed chief Warsh sees easing inflation risks, committed to restoring inflation to 2% target  

+ US S&P Cotality Case-Shiller 20-City Home Price Index up 1.1% YoY in Apr, vs upwardly revised 0.9% gain in Mar 

-US against renewing its trade deal with Canada and Mexico (USMCA), opting instead for annual reviews of the pact 

+ Meta-Samsung in talks on US$6.5bn chip contract 

+ Tesla posted record-setting Q2 delivery numbers, led by rebound in Europe 

*CHINA*

+ China’s official manufacturing PMI rose to 50.3 in Jun from 50.0 in May; Nonmanufacturing PMI rose to 50.2 from 50.0 in May

+ China private RatingDog manufacturing PMI at 51.7 in Jun from 51.8 in May, vs forecast of 51.6

+ China RatingDog General Composite PMI at 53.6 in Jun, vs 54.0 in May, remained among the strongest in past 3 yrs 

+ China RatingDog General Services PMI at 54.1 in Jun, vs May’s 54.4 

-PBOC offered ¥300bn (US$44bn) through new liquidity tool and 600bn at overnight rate at 1.25% 

+ China regulator proposed changes to rules for refinancing by listed companies, said would help to raise capital 

+ China’s industrial profits for first 5-mth reached ¥3.14 trillion, up 18.8% YoY 

+ Chinese semiconductor-related enterprises are speeding up their IPOs in 2026, as A-share market fuels bid for chip self-reliance 

-China added 20 more Japanese entities to export blacklist over export of items with possible military and civilian uses 

+ China willing to work with US to create favourable conditions for 2-way agricultural trade: Ministry 

-China-Japan air routes total of 1488 flights were cancelled in Jun, with 37.5% cancellation rate 

+ Geely’s Lotus brand EV first batch of 18 EVs arrived in Canada, to be followed by BYD, Chery and more 

-China to end vehicle, vessels tax breaks from some energy-saving, NEV models in 2027

+ China’s Jun NEV wholesale sales soared 22% YoY to 1.51m units, driven by high oil prices 

+ Chinese and UK companies held targeted talks across multiple sectors at ‘Export to China’ UK event: MOFCOM 

+ Chinese firms ramping  up production, explore new shipping, sales routs to meet Europe’s surging demand for cooling products 

+ China opened lithium carbonate futures and options on the GZ Futures Exchange to overseas traders 

+ China allocated ¥200bn in ultra-long special treasury bonds to boost equipment renewal: NDRC  

+ HK’s total AUM rose 20% YoY to historic high of HK$42.20 trillion (US$5.41 trillion) in 2025

+ Taiwan S&P Global Manufacturing PMI at 55.2 in Jun vs 56.1 in May, remains strong; output rose at fastest pace since Jul 2021 

*EUROPE*

+ Eurozone inflation fell to 2.8% in Jun, vs 3.2% recorded in May 

+ Eurozone’s Manufacturing PMI at 51.4, remaining in expansion but at 4-mth  low 

-Eurozone unemployment rate at 6.2% in May, unchanged from Apr; youth jobless rate at 14.7% in euro area 

+ Germany’s new car registrations up 15.7% YoY to 296,378 units in Jun, BEVs rose 78.2%, capturing 28.4% market share

+ Germany, China agreed to relaunch China-Germany Joint Economic Committee meeting in early 2027 after recent relaunch

+ UK GDP grew at pace of 0.6% in Q1 

+ Spain unemployment fell by 28,739 in Jun to 2.291m, lowest since Jan 2008 

*ASIA*

-Japanese Yen broke through its weakest level in almost 40 years, depreciating at around ¥162.5 against USD 

± Japan’s 10-year govt bond yield climbed toward 2.8% on Fri, approaching 30-year high  

+ BoJ’s sentiment index for large manufacturers soared to 22 in Q2 from 17 in Q1, reaching highest since Q1 2018   

+ Japan 3 buyers are exploring oil purchases from Iran, first since 2019: Iranian sources 

+ India reportedly allowed 4 Chinese power equipment manufacturers with factories in the country to participate in govt tenders for critical power projects 

-South Korea’s annual inflation rose to 3.2% in Jun, fastest pace since Dec 2023

+ South Korea’s trade surplus soared to US$36.5bn in Jun, marking 17th consecutive mth in surplus and largest surplus on record

+ South Korea’s exports surged 70.9% YoY to record high of US$102.25bn in Jun, driven by surge in semiconductor shipments 

-Australia’s Cotality Home Value Index fell 0.4% MoM in Jun, marking steepest monthly decline in 3.5 yrs 

-Indonesia’s S&P Global Manufacturing PMI fell sharply to 46.9 in Jun from 50.0 in May, lowest since Jun 2025 

-Indonesia posted trade deficit of US$1.61bn in May, first deficit since Apr 2020 

-Indonesia’s exports fell 5.7% in May, steepest decline in 6-mth, imports up 22.16% YoY, fastest growth since Aug 2022 

+ Vietnam FDI rose 11.2% YoY to US$13.03bn in H1, highest FDI in first 6-mth in at least 18 years 

+ Vietnam retail sales rose 14.8% in Jun, strongest since Jan 2023 

+ Malaysia’s S&P Global Manufacturing PMI rose to 50.7 in Jun from 49.0 in May

+ Sg Manufacturing PMI rose to 51.3 in Jun from 51.0 in May, highest since Nov 2018 

+ Sg S&P Global PMI rose to 57.4 in Jun from 56.7 in May; output growth slowed to 10-mth low 

+ Sg bank loans soared to new record high of SGD917.7bn in May, vs SGD908.4bn in Apr

+ Sg home prices up 0.5% QoQ in Q2, vs 0.9% rise in Q1, softest increase since Q3 2024 

Contribution by Derek@valueinvestments chat group. Thank you.

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