Monthly Archives: February 2026
Russia’s foreign trade rose from $6.795B to $10.021B in December, reflecting improved overall performance
Written on February 11, 2026 at 5:09 pm, by davin
Russia’s trade surplus surged to $10.021bn in December from $6.795bn, signaling robust exports. Expect pressure on oil rallies, ruble strength, higher volatility, and spillover risks for rival commodity producers. – vtmarketsmy.com
Nomura expects eurozone growth in 2026–2027 to rise to 1.7–1.8%, above the 1.1–1.2% potential rate
Written on February 11, 2026 at 4:09 pm, by davin
Nomura sees eurozone growth surging above potential in 2026–27, led by Germany and Spain, risking higher inflation. That could force a hawkish ECB—boosting swaps, euro, equities, volatility. – vtmarketsmy.com
Marc Schattenberg of Deutsche Bank assesses Germany’s 2026 wage talks, covering 10 million workers across multiple sectors
Written on February 11, 2026 at 4:09 pm, by davin
Germany’s 2026 wage round covers 10 million workers. Deutsche Bank sees pay growth nearing 3%, boosted by minimum wage hikes. Easing inflation could lift spending—yet may keep ECB rates higher. – vtmarketsmy.com
Commerzbank’s Antje Praefcke says stronger January inflation in Norway makes Norges Bank rate cuts unlikely for now
Written on February 11, 2026 at 4:09 pm, by davin
Norway’s inflation surprised higher (3.6% headline, 3.4% core), pushing rate cuts further away. The krone jumped, helped by rising oil. Watch real rates and crude for NOK’s next move. – vtmarketsmy.com
NZD/USD rises toward 0.6060 as weaker dollar supports it ahead of US nonfarm payrolls data
Written on February 11, 2026 at 4:09 pm, by davin
NZD/USD nears two-week highs as a weaker US dollar and Fed-cut bets lift the Kiwi. NFP, China stimulus, and rising volatility drive upside, but NZ unemployment and RBNZ cuts cap gains. – vtmarketsmy.com
TD Securities forecasts UK GDP to rise 0.1% in December, lifting Q4 2025 growth to 0.2% on manufacturing strength
Written on February 11, 2026 at 3:09 pm, by davin
UK growth is sputtering—could a March rate cut be next? TD sees December GDP +0.1% led by manufacturing, flat services. Q4 ended 0.0%. Falling inflation and softer jobs boost cut odds. – vtmarketsmy.com
BNY’s Geoff Yu says US equities stabilised after volatility, with tech driving allocations amid strong cross-border demand
Written on February 11, 2026 at 3:09 pm, by davin
Global investors still favor US tech as markets calm, with cross-border demand holding a premium despite below-peak allocations. Lower volatility makes options attractive ahead of Q1 2026 earnings. – vtmarketsmy.com
ING strategist Francesco Pesole says a softer dollar reflects sentiment, with US payrolls crucial to recovery expectations
Written on February 11, 2026 at 3:09 pm, by davin
Dollar weakness is driven by sentiment, not data. Now all eyes on the jobs report: a miss could spark rate-cut bets and sink DXY; a beat may only briefly lift it. – vtmarketsmy.com
Gold rebounds from earlier lows, extending January’s uptrend as bulls test resistance near $5,100 again
Written on February 11, 2026 at 3:09 pm, by davin
Gold rebounds toward $5,100 as the dollar weakens ahead of payrolls. But “higher-for-longer” rates cap upside. Watch $5,100 breakout or $4,800 drop; central-bank buying supports. Volatility likely. – vtmarketsmy.com
TD Securities expects 45,000 January payroll gains and unemployment at 4.4%, with hawkish risk if it falls to 4.3%
Written on February 11, 2026 at 2:09 pm, by davin
TD Securities sees weak January payrolls (+45k vs 70k), but unemployment staying 4.4%—or dipping to 4.3%—could turn markets hawkish, flatten yields, and intensify rate-cut uncertainty. – vtmarketsmy.com
