Monthly Archives: February 2026
As US-Iran nuclear talks near, traders support the Canadian dollar, pushing USD/CAD lower near 1.3665
Written on February 26, 2026 at 7:11 am, by davin
USD/CAD slips from a monthly high as Trump’s temporary tariffs revive trade fears, weakening the dollar. Inflation and rate-cut bets favor CAD, but soft oil caps gains; options hint gradual decline. – vtmarketsmy.com
BoJ board member Hajime Takata says the central bank should keep raising rates gradually and cautiously
Written on February 26, 2026 at 7:11 am, by davin
BoJ’s Takata signals more rate hikes—but slowly—to avoid market shocks. With deflation fears fading and inflation firm, expect yen strength and higher JGB yields, while volatility risks remain contained. – vtmarketsmy.com
China’s central bank fixed USD/CNY at 6.9228, down from 6.9321 and below Reuters’ 6.8605 estimate
Written on February 26, 2026 at 7:10 am, by davin
China’s central bank set a weaker-than-expected yuan fixing, hinting it may tolerate depreciation to boost growth. With exports slipping, traders eye short-yuan option plays as volatility rises ahead. – vtmarketsmy.com
Rubio says Iran has long threatened America; refusal to discuss missiles complicates negotiations as talks focus on its nuclear programme
Written on February 26, 2026 at 6:13 am, by davin
Rubio warns Iran remains a grave U.S. threat as talks target nukes and missiles. Markets stir: oil may underprice Hormuz risk, gold shows fear, traders eye options and VIX hedges. – vtmarketsmy.com
TD Securities expects USD/CNY to ease steadily toward 6.7, with authorities limiting volatility while tolerating yuan strength
Written on February 26, 2026 at 6:13 am, by davin
China may keep USD/CNY calm through 2026’s Two Sessions, letting the yuan strengthen. TD Securities sees USD/CNY drifting to 6.7. After March 11, policy tweaks could slow gains. – vtmarketsmy.com
IMF’s Georgieva said tariffs have partly influenced US goods inflation
Written on February 26, 2026 at 6:12 am, by davin
Tariffs are nudging U.S. inflation, IMF chief Georgieva warns, as average rates fall to 10%. Markets eye faster Fed moves toward 3.25–3.5%, while deficits, debt, and volatility persist. – vtmarketsmy.com
Nvidia posts strong fiscal Q4 results, beating revenue forecasts, expanding margins, and projecting solid performance ahead
Written on February 26, 2026 at 6:11 am, by davin
Nvidia crushed estimates: $68.1B Q4 revenue, 75% margin, and $78B Q1 guidance. Hyperscalers drove half sales; enterprise AI expands. China uncertainty, muted stock reaction, pricey options, rising AMD competition. – vtmarketsmy.com
AUD/JPY rises above 111.00 as Australia’s CPI boosts expectations of further Reserve Bank of Australia rate hikes
Written on February 26, 2026 at 5:11 am, by davin
AUD/JPY surged 1.2% after hot Australian CPI boosted RBA hike bets, breaking 111.00. Bulls eye 112–113, but BOJ normalization could spark yen reversal; consider option hedges. – vtmarketsmy.com
TD Securities expects Premier Li to set 2026 growth targets and deficits, prioritising consumer stimulus driven by demand
Written on February 26, 2026 at 5:11 am, by davin
China may target 4.5–5% GDP growth in 2026, funded by a near-9% deficit. Expect demand-boosting policies, consumer trade-ins, and potential rallies in commodities, AUD, and consumer-linked stocks. – vtmarketsmy.com
After markets closed, Nvidia beat Q4 forecasts and raised guidance, sending shares up over 3% in after-hours trading
Written on February 26, 2026 at 5:11 am, by davin
Nvidia crushed earnings and guided higher as AI demand surges—yet shares only gained 3%. That “priced-in” reaction plus volatility crush favors option spreads, while weaker peers signal tech’s unforgiving split. – vtmarketsmy.com
