Wolf Money(World market review 21-27 Sept 2026)
Market Summary 21-27 Sept 2026
*USA*
-US 10-year Treasury yield surged to 5.23% on Friday, highest level since 2007
+ US Composite PMI Output Index at 58.4 n Sept, up from 56 in Aug to reach 62-mth high: S&P Global
-US year-ahead inflation expectations at 4.6% in Sept, highest since Jun, up from 4% in Aug; 5-year inflation at 3.4%
-US Consumer Sentiment Index tumbled 7% MoM in Sept at 48.1 to 4-mth low
+ US initial jobless claims decline 1000 to 197,000
+ US added average 20,000 jobs in wk ending Sept 5: ADP
+ Fed plans to raise bank oversight thresholds: sources
+ US new single-family houses sales up 6.4% in Aug to annual rate of 684,000, highest level since the start of the year
+ US 30-year fixed-rate mortgage averaged 7.03%, rising above 7% for the first time since Jan 2025
± US durable goods orders largely flat MoM in Aug at US$338.6bn
+ Fed and other regulators expected to finalise huge bank capital package in mid to late Dec
+ US reportedly planning to invest US$5b to help rebuild ME energy infrastructure suffered damage during Iran war
+ US, Iran said to be exploring phased deal to reopen Hormuz
± US looking into options to avoid a ban on diesel exports and still help with high prices: Politico
-US diesel prices hit record high, topped US$6.50 a gallon
+ US says China to import at least 10m tonnes of coal in 2027 and again in 2028 from US
+ Tesla reportedly auditing suppliers in China to prepare for mass humanoid robot production: report
+ Google, OpenAI, and Anthropic working on forming an AI safety group by early 2027
+ Starbucks to close 1% or 250 underperforming stores in North America
+ McDonald plans to provide about US$8.5bn in franchisee support through 2036 as part of strategy to modernise restaurants
*North America*
+ Canada ended decade-long duties on Chinese photovoltaic products
*CHINA*
+ Xi ends 3-day Trump visit with vow to meet again in China this year, agree to US$30bn tariff cut, AI dialogue during visit
+ China’s Industrial production rose 5.2% YoY in Aug, up from 4.5% in Jul
+ PBOC raises daily ceiling for overnight reserve repos cap to ¥1 trillion
+ China’s retail sales up 0.4%, vs 0.6% gain in Jul
-China’s fixed asset investment declined 7.2% YoY in first 8th mths, real estate investment fell 19.9%
-China’s banks extended ¥60bn (US$8.95bn) of new loans in Aug, vs ¥400bn consensus estimate
+ China-US trade truce extended to 10 Jan 2027
+ China’s increasingly position in global value chains makes its ‘indispensable’ to global payers: European Chamber in China
+ China tests world’s first practical underwater solar power plant in South China Sea
+ China accounted for nearly 3/5 of industrial robots installed worldwide in 2025: report
+ China’s intelligent computing power projected to soar 88% YoY to reach 2,576.5 exaflops in 2026 as AI demand surges: reports
+ Alibaba’s chip subsidiary T-Head announced next-generation training and inference AI chip, Zhenwu V900
+ Alibaba targeting Cloud global data centre capacity to surpass 20GW by 2032
+ China’s first large offshore wind power project utilises 19-MW ultra-large offshore wind turbines went into operation
+ China successfully verified number of super-large deposits this year, including super-large coper-gold deposit in Anhui
+ China moving to strengthen food security across grain supply chain over next 5-year
+ HK’s IPO forecast to record HK$480bn: Deloitte -
-HK’s trade deficit widened to US$71.2bn in Aug, largest in 5 mths, exports surged 53% YoY to US$667.9bn; imports up 60% to US$739.1bn
+ HK plans to halve the threshold for transactions requiring shareholder approval n shorten lock-up period for subsidiary spin-offs
+ Taiwan exports surged 71.4% YoY to new record of US$103bn in Aug, surpassed US$100bn for the first time
*EUROPE*
-EU could face its worst winter since the 2022 energy crisis: Energy Commissioner
+ European S&P Global Composite PMI rose to 53.1 in Sept, hitting 3.5 years high
-Eurozone consumer confidence indicator at -16.5 pts in Sept, vs -15.9 in Aug
+ EU passenger car registrations up 4.5% YoY in Aug, marking 7th straight mth of growth
-EU reportedly pressing UK to align with its tougher trade approach toward China
+ Germany’s Ifo Business Climate Index rose to 89.9 in Sept, highest reading since May 2023
-Germany’s consumer confidence expected to decline in Oct to -30.6, down 3.8 pts from Sept
+ Germany’s S&P Global Services PMI rose to 7-mth high of 52.9 in Sept vs expectation of 50
+ Mercedes-Benz Gp seeking to save up to €800m in labour costs in Germany, warning of plant closures
+ UK GfK Consumer Confidence Index rose to -13 in Sept from -14 in Aug at >2-year high
+ Turkish Airlines to order up to 150 Boeing 737 MAX jets
*ASIA*
-BoJ raised its policy rate by 25bps to 1.25%, its highest level since 1995
-Japan core machinery orders fell 3.7% MoM in Jul, vs 9.7% gain in Jun
± Japan’s S&P Global Composite PMI slips to 4-mth low at 52.5 in Sept, Manufacturing PMI declined to 54.1 in Sept at 7-mth low
+ Honda considering building Hybrid vehicle plant in US for nearly US$2.5bn
+ India’s HSBC Manufacturing PMI rose to 55.7 in Sept, expanded the most in 7 mths
+ SK Hynix’s Solidigm said to weigh US IPO as soon as 2027 that could value up to US$150bn
-Saudi Arabia left mBridge, a digital currency network led by China that uses blockchain tech to let central banks trade directly
-Australia’s jobless rate edged to to 4.6% in Aug, highest since 2021
+ Indonesia’s loan growth rose 13.36% YoY in Aug, following 13.58% up in Jul
+ Thailand’s export surged 24.3% YoY to US$34.6bn in Aug hitting 7-mth high
+ Malaysia’s leading economic index rose 0.3% MoM in Jul
-Sg annual inflation rate at 2.3% in Aug, highest reading since Jul 2024; Core inflation rose to 2.2%, highest since Sept 2024
+ MAS projected to tighten monetary policy further in Oct as core inflation rose to 2.2% in Aug
-Sg 1/3 listed firms at risk in severe AI downturn: MAS
+ Sg captured 92% of SEA US$7.25bn in startup funding during H1: report
+ Sg population rises 1.6% to 6.21m, driven by construction workers for key projects
Contribution by Derek@valueinvestments chat group. Thank you.
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