Wolf Money(world market review 27 July - 02 Aug 2026)
Market Summary 27 Jul - 02 Aug 2026
*USA*
± US GDP grew 1.5% annually in Q2, vs 2.1% in Q1, below expectations
+ Fed holds rates unchanged at 3.5% to 3.75% in 9-3 vote
-US 30-year Treasury bond yield surged to >5.2%, highest in 19 years
+ US core PCE price index rose 0.1% in Jun; headline PCE declined 0.1% for the mth but remained elevated at 3.7% YoY
-US Conference Board Consumer Confidence Index fell to 90.8 in Jul, vs 92.2 in Jun, below expectations
+ US Consumer Sentiment Index surged 11.5% MoM in Jul to 55.2 in Jul, highest level since Feb
+ US inflation-adjusted personal spending rose 0.4% MoM in Jun
+ US personal spending rose 0.3%, personal income up 0.2%, weaker than expected
-US wholesale inventories rise by 0.3%, narrowly missing forecasts
± US Treasury intervenes to support yen after Japan steps in: FT
+ US Treasury removed 84 companies and individuals from its sanction’s lists
-US foreign home buyers of homes fell to 2nd lowest level on record between Apr 2025 and Mar 2026, Chinese buyers remained largest spenders
-US bans foreign-made humanoid robots, targeting China over national security, protect AI buildout
-US bars imports from 43 more Chinese companies over alleged forced labour “involving Uyghurs”
+ Ford is preparing for possibility Chinese automakers could enter US market within next 5 -10 yrs: CEO
+ Tesla denied report of considering selling China business to pave way for potential SpaceX merger
-US regulator probes 1.2m Tesla vehicles over suspension failure risks
*CHINA*
-China’s NBS Composite PMI Output Index fell to 49.3 in Jul from 50.6 in Jun, lowest reading since Dec 2022, and first contraction since Dec 2022
-China’s official NBS Manufacturing PMI declined to 49.2 in Jul from 50.3 in Jun, first contraction in factory activity since Feb
-China’s official NBS Non-Manufacturing PMI fell to 49 in Jul, from 50.2 in Jun; services sector down to 40.3 from 50.4, construction index down to 47 from 49
+ PBOC to inject ¥2.1 trillion (US$310.3bn) into market through overnight reverse repurchase operations late Jul and early Aug
+ China’s offshore yuan rose to fresh 3-year high as Beijing signals policy support
+ China’s debt-to-GDP ratio fell in Q2 for the first tine in 4.5 yrs
+ China’s industrial profits rose 18.7% YoY to ¥3.95 trillion in H1
+ China’s tax revenue rose 4.9% YoY to >¥10 trillion (US$1.47 trillion) in H1
+ China’s Politburo signalled continue leaning on existing policy tools rather than rolling out sweeping stimulus
+ China started production of home-grown immersion DUV, entering a market dominated by ASML: sources
+ China’s renewables supplying 40% of its electricity for the first time, coal-fired power falls below 50% in H1
+ China set to add about 240m kW of new power generation capacity in H2, 50% increase on the 160m kW added in H1
-China will take resolute countermeasures if US insists on robot, inverter bans: MOFCOM
+ China’s cloud-computing market could nearly double in size to ¥2.5 trillion (US$370) over next 3 yrs, driven by digital-economy in China’s 15th 5-year plan
+ China launched innovation task program targeting AI, robotics and key tech for future industries
+ China 15 out of 31 provincial-level regions grew their GDP faster than national average of 4.7% in H1; 9 out of 10 largest cities outpace national GDP growth
+ Shanghai a purely commercial land parcel in Pudong New Area was auctioned at 80% premium
+ China’s motorcycle exports hit record height in H1, reached 26.2m units worth US$11.28bn
+ China says US has committed to capping replacement tariffs on Chinese goods at 20% in trade talks
-China-Japan total 1195 flights air routes were cancelled in Jul
+ China’s white goods exports excluding colour TV, climbed 4.6% YoY in H1 to US$71.8bn
+ China’s Asia largest IPO so far in 2026, CXMT’s shares closed about 466% above IPO price on debut, exceeded ¥4 trillion
-HK 30% luxury homeowners willing to lower asking prices: agents
*EUROPE*
-Eurozone GDP grew by 0.4% in Q2, vs expectations of 0.2% expansion
-Eurozone annual inflation rate expected to stand at 2.9% in Jul, vs 2.8% in Jun
-Germany’s jobless rate rose to 6.4% in Jul, inflation climbed to 2.8% in Q2
-Porsche to cut another 5000 jobs in Germany by 2035 to total 9400 positions
+ BP puts UK North Sea oil and gas assets up for sales which could fetch >US$2bn
-Russian extends ban on export of gasoline, diesel and other fuels until 31 Jan 27
*ASIA*
+ BoJ held policy rate unchanged at 1%, indicated underlying consumer price inflation is approaching 2% target
+ Japan 10-year govt bond yield slipped below 2.8%
+ Japan’s industrial production rose 1.3% MoM in Jun at 5-mth high
-Japan retail sales dropped 4.1% MoM in Jun
+ India’s industrial production expanded 7.3% YoY in Jun, sharpest pace of expansion in nearly 2 yrs
+ Air India set to resume direct Delhi-Shanghai flights in Sept
+ South Korea’s industrial production grew 6.4% MoM in Jun, vs downwardly revised 2.9% decline in May
-Bank Indonesia Governor unexpectedly resigned for personal reasons, 2 years before his term ends
+ Malaysia completed its first outbound digital yuan payment received from China, settling ¥43,000 shipment of fresh durian
+ Sg factory output rose 7.2% YoY in Jun, vs May’s revised 17.8% growth: EDB
+ Sg bank lending increased to fresh record high of S$931.4bn in Jun vs S$917.7bn in May; loans to biz climbed to S$596.3bn vs S$557.8bn
+ Sg jobless rate stood at 2% in Q2, holding steady at 2% for 5th straight qtr; resident jobless remained unchanged at 2.9%, citizen jobless at 3%
+ Sg Grade A office vacancy rate in CBD fell 1% QoQ to 5.6% as rents hit record in Q2, lowest level since Q3 of 2022
± Sg retrenchments rose to 4500 in Q2 from 3830 workers in Q1 highest since Q4 2020
+ Sg captured 70% of SEA private equity deals in Q2
-Sg private car population falls to lowest since 2019 as rental car numbers hit record high
Contribution by Derek@valueinvestments chat group. Thank you.
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