Insights 
VT 
Monthly Archives: September 2025
Drone attacks could cause Russian oil producers to cut output, leading to higher oil prices.
Written on September 16, 2025 at 2:35 pm, by davin
Russia is poised to cut oil output due to drone attacks, raising WTI crude prices to $64.03. This potential supply shock signals tighter markets and increased volatility ahead. – vtmarketsmy.com
Retail sales surpassed expectations, positively impacting GDP estimates amid talks of possible rate cuts.
Written on September 16, 2025 at 1:36 pm, by davin
US retail sales surged 0.6% in August, surpassing expectations and boosting GDP forecasts. This strong performance suggests a resilient economy, impacting Federal Reserve rate discussions and enhancing the dollar’s appeal. – vtmarketsmy.com
In August, import and export prices both rose by 0.3%
Written on September 16, 2025 at 1:36 pm, by davin
US import prices rose unexpectedly by 0.3% in August 2025, signaling persistent inflation pressures. This suggests a hawkish Fed stance, prompting strategy shifts like buying put options on equities and call options on the dollar. – vtmarketsmy.com
Canada’s August CPI inflation fell short of expectations, affecting potential Bank of Canada rate cuts
Written on September 16, 2025 at 1:35 pm, by davin
Canada’s August 2025 inflation data shows a 1.9% CPI rise, prompting speculation of potential rate cuts by the Bank of Canada amid falling gasoline prices and a cooling economy. – vtmarketsmy.com
The USD weakens against major currencies, with the EUR and CHF gaining strength in trading
Written on September 16, 2025 at 1:35 pm, by davin
The US dollar weakened against major currencies, as expectations grow for a more significant Fed rate cut. This could boost US stocks, while the ECB remains cautious amidst mixed economic data. – vtmarketsmy.com
Canada’s housing starts in August were 245.8K, below the forecast of 277.5K.
Written on September 16, 2025 at 12:36 pm, by davin
Canada’s August 2025 housing starts dropped to 245,800, missing expectations and signaling a potential economic slowdown. This shift may prompt the Bank of Canada to consider interest rate cuts soon. – vtmarketsmy.com
The US dollar weakened as US indices reached new highs following economic updates and comments.
Written on September 16, 2025 at 12:35 pm, by davin
European markets experienced calm amid key employment and survey reports. The US dollar weakened while risk assets surged—traders should prepare for potential Fed surprises as gold hits new highs. – vtmarketsmy.com
Bessent thinks Trump would back rate hikes if he was really worried about inflation, and expects a deal with China.
Written on September 16, 2025 at 12:35 pm, by davin
US Treasury Secretary Scott Bessent warns the Federal Reserve is lagging behind, potentially leading to higher interest rates. Inflation remains stubbornly high, causing market uncertainties and volatility ahead of key discussions with China. – vtmarketsmy.com
The USDCHF weakened near 0.79 due to dollar softness, with potential buyer intervention on the horizon.
Written on September 16, 2025 at 11:35 am, by davin
The US dollar struggles due to low interest rate expectations, with potential for a reversal depending on the Federal Reserve’s upcoming decision. Traders eye the USDCHF for significant moves. – vtmarketsmy.com
Simkus suggests the easing cycle may end soon as inflation is expected to stay around 2%
Written on September 16, 2025 at 11:35 am, by davin
The ECB’s Simkus hints at the nearing end of rate cuts, predicting inflation around 2%. This signals a cautious outlook for traders, suggesting limited gains in equities and stabilizing euro rates. – vtmarketsmy.com
