GMT EIGHT - Commercial - Global

U.S. Annual Nonfarm Payroll Revision Misses Expectations with 911,000-Job Cut, Heightening Fed Rate-Cut Pressure

Fed Rate Cut “Imminent” as Global Asset Classes Prepare for Value Recalibration

Beijing, Shanghai, and Shenzhen Introduce New Housing Policies; Third-Quarter Market Prospects Brighten

Trump Revises Global Tariff Framework, Exempts Gold, Tungsten, Uranium and Other Critical Commodities

After Nonfarm Payrolls, CPI Awaits: Will the Macro Data Maelstrom Continue to Rattle Wall Street?

Chinese Government Bond Yields Hit Yearly Highs as Economic Signals Improve

Chinese government bond yields rose to their highest levels of 2025, with the 10-year at 1.82% and the 30-year at 2.21%, as signs of easing deflation and stronger momentum lifted sentiment. Core inflation measures and slower factory-gate price declines suggested improving conditions, supported by Beijing’s efforts to curb excessive competition. The CSI 300 has gained nearly 13% since July, though analysts remain cautious on whether the bond sell-off signals lasting recovery or short-term risk shifts.

AeroHT targets Europe as flying-car orders top 5,000

XPeng affiliate AeroHT is preparing a European debut for its personal air vehicles after securing more than 5,000 orders, with production slated to start next month in Guangzhou and first deliveries planned for the second half of 2026. The company says pricing will come in below 2 million yuan, positioning its eVTOLs for upper-premium buyers while it navigates safety and certification hurdles.

A Tale of Two Economies: The World's Inflation vs. China's Deflation

While Western economies grapple with inflation, China is fighting the opposite problem: a dangerous cycle of deflation driven by weak consumer confidence and intense price-cutting competition.

China’s Economy Under Pressure: Consumer Prices Decline Amid Deflationary Concerns

China's consumer prices saw their biggest drop in six months, falling 0.4% in August, signaling persistent deflation. Meanwhile, a slight improvement in factory-gate prices offers a glimmer of hope that government policies to curb cut-throat competition are working. Overall, weak domestic demand and geopolitical pressures continue to weigh on the world’s second-largest economy.

Citi lifts Hang Seng Index target as earnings outlook improves and Beijing support builds

Citigroup raised its year-end 2025 forecast for the Hang Seng Index to 26,800, citing firmer earnings expectations and policy support from Beijing. The bank projects the benchmark to reach 27,500 by mid-2026 and 28,800 by the end of 2026, and prefers Hong Kong-listed H-shares over mainland A-shares given their sensitivity to prospective U.S. rate cuts.

Temu vs. Shein: The Price War for the US Market After Tariffs Trade

Temu is drastically cutting prices and increasing advertising to regain its foothold in the U.S. market after the elimination of a duty-free policy caused a significant drop in sales and a temporary withdrawal from the country.

Markets Weigh Political Turmoil and Fed Outlook

Global markets began the week on a cautious note, weighed down by political instability in Europe and Asia and anticipation of U.S. monetary easing. In France, Prime Minister François Bayrou faces a likely no-confidence defeat, pushing long-dated bond yields to their highest since 2009. Japan was unsettled by Prime Minister Shigeru Ishiba’s sudden resignation, weakening the yen even as equities stayed near highs. In the U.S., soft labor data bolstered expectations of a Fed rate cut in September, with attention now on upcoming inflation figures.

Three Counterintuitive Market Signals to Watch as 2025 Winds Down

As 2025 nears its close, three unexpected shifts are shaping global markets heading into 2026. Equity strength is proving broader than U.S. tech, with gains across developed and emerging markets and improving earnings prospects in Europe. The “Magnificent Seven” may be losing dominance as heavy AI-related investment pressures margins, while the rest of the S&P 500 shows steadier profit growth.

Bitcoin and Gold React to Rate Cut Speculation Amid Mixed Market Forecasts

Bitcoin and other cryptocurrencies are poised for a potential bull run, fueled by expectations of Federal Reserve interest rate cuts, even as some analysts warn of short-term volatility and a potential correction.

China's $4.18 Billion Investment Surge in Brazil's Sectors

Chinese companies invested a record $4.18 billion in Brazil, a 113% increase over the previous year, with the majority of the funding directed toward the country's electricity, oil, and mining industries.

Japan's Political Shift Rattles Markets: Yen Weakens as Investors Weigh Succession

Japan’s political instability, triggered by PM Ishiba’s resignation, has weakened the yen and boosted Japanese stocks. Investors are cautious as they await a new leader, with concerns over potential fiscal stimulus and its impact on bonds. Meanwhile, a weak US jobs report has intensified expectations for a Federal Reserve rate cut this month.

Markets Find Relief as Bond Sell-Off Eases, but UK Construction Slumps

Global markets stabilized Thursday as Japan’s strong bond auction and weak U.S. labor data lifted expectations for Fed rate cuts. UK data remained weak, with construction activity stuck in its longest slump since 2020 and auto sales falling 2%, though EV demand jumped 15% led by Tesla and BYD. Overall, bond-market relief supported sentiment, but the UK’s economic struggles highlighted ongoing challenges.

Suppliers sue Romoss as China’s power bank scandal ripples through the chain

Component maker Zowee has filed a lawsuit seeking unpaid funds from power-bank brand Romoss and several related entities, escalating a crisis that began with mass product recalls and a production halt. The case highlights how quality failures in lithium-ion devices can cascade into cash-flow strains for upstream suppliers, logistics disruptions and tighter safety enforcement across the sector.

Dollar's Decline Deepens as U.S. Labor Market Flashes Warning Signs

The U.S. dollar has weakened due to a softening labor market, reinforcing expectations of a Federal Reserve rate cut. Analysts are anticipating multiple cuts, with over a 90% chance of a reduction this month. This has also influenced the bond market, pushing U.S. Treasury yields lower, while concerns about the fiscal health of major economies continue to rise.

Ethereum Foundation Sells ETH to Fund Development as Price Reaches All-Time High

The Ethereum Foundation is selling 10,000 ETH, worth an estimated $43 million, to fund development. This comes as ETH's price recently hit an all-time high of $4,866. The sale is part of a new treasury policy and coincides with developer network updates designed to improve efficiency and reduce risk for the Ethereum blockchain.

Grain Market Turmoil: Wheat Futures Tumble Amidst Global Supply Concerns

Wheat futures fell on Tuesday due to a mix of global supply pressures and decreased weekly exports. While marketing year shipments are up by more than 14%, a large Australian crop and revised Russian export projections, coupled with a lack of fresh demand, contributed to the decline.

Oil giant Equinor backs crisis-stricken Orsted as Trump lashes out at offshore wind

Equinor pledged nearly $1 billion to support Orsted’s 60 billion Danish krone rights issue, reaffirming its 10% stake and nominating a board member amid mounting pressure on offshore wind.

Robinhood and FanDuel Blur the Line Between Sports Betting and Stock Trading

Robinhood and FanDuel are pushing into event contracts that merge elements of sports betting and financial trading. The regulatory framework remains unsettled, with gaming groups and sports leagues pushing back, but companies see vast cross-market potential. The central question is whether consumers can distinguish speculation from investment as these markets grow.

Lagarde Warns of Global Risks if Fed Independence Undermined

ECB President Christine Lagarde warned that U.S. political interference in the Federal Reserve—such as President Trump’s attempts to remove Chair Jerome Powell or Governor Lisa Cook—poses a serious threat to global financial stability. She argued that weakening the Fed’s independence could erode trust in U.S. policy, unsettle bond markets, and disrupt capital flows.

Markets Brace for September as Risks Multiply

Global markets started September on a cautious note, weighed down by political risks, economic uncertainty, and seasonal volatility. Investor focus was sharpened by President Trump’s dismissal of Fed Governor Lisa Cook, a move seen as threatening central bank independence.

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