Monthly Archives: February 2026
Trading near 153.25, USD/JPY rebounds from 152.80 lows but remains firmly bearish overall
Written on February 11, 2026 at 2:09 pm, by davin
USD/JPY bounced to 153.25 but stays sharply down as Japan’s post-election yen surge and BOJ tightening meet softer US data and Fed easing. Narrowing yield spreads keep downside pressure. – vtmarketsmy.com
Ahead of the NFP release, the US Dollar Index stays lower, trading near 96.60 during Asian hours
Written on February 11, 2026 at 2:09 pm, by davin
DXY hovered near 96.60 as traders awaited jobs data and expected Fed cuts. Twist: 2025 jobs and sticky inflation delayed cuts, boosting the dollar—now low volatility favors straddles and “higher-for-longer” hedges. – vtmarketsmy.com
Political turmoil weakens sterling as EUR/GBP holds above 0.8700 near a seven-week peak around 0.8745
Written on February 11, 2026 at 1:09 pm, by davin
EUR/GBP nears a seven-week high as UK political turmoil hammers Sterling and fuels volatility fears. With weak GDP ahead and sticky inflation, traders eye options or short GBP, while the ECB stays hawkish. – vtmarketsmy.com
Yu says ECB decisions limit further euro gains, while hedging shifts prompt investors to hold euros longer
Written on February 11, 2026 at 1:09 pm, by davin
Euro’s rally faces a ceiling: ECB stays steady and won’t react unless core inflation plunges. Drivers shifted to Eurozone investors hedging U.S. assets, boosting EUR demand—implying limited EUR/USD upside. – vtmarketsmy.com
Gold holds above $5,050, supported by a weaker US dollar, as markets await US NFP data
Written on February 11, 2026 at 1:09 pm, by davin
Gold tops $5,050 as the dollar weakens on expected Fed cuts. But jobs data, sticky inflation, and Fed-independence drama keep traders cautious; watch $5,090 resistance for a breakout. – vtmarketsmy.com
WTI trades near $64.50, rising on US–Iran supply concerns and stronger Indian demand in European hours
Written on February 11, 2026 at 1:09 pm, by davin
Oil near $64.50 faces a tug-of-war: US–Iran tensions and India shifting away from Russian crude lift prices, but a huge US inventory build and surplus warnings threaten a sharp drop. – vtmarketsmy.com
Nomura says the ECB was worried after EUR/USD rose above 1.20 then retreated, yet a stronger euro remains disinflationary and manageable
Written on February 11, 2026 at 12:09 pm, by davin
EUR/USD is nearing 1.20 again—an ECB “pain point.” A stronger euro can cool inflation, raising odds of verbal pushback or rate cuts. Traders watch 1.20–1.30, volatility, and options hedges. – vtmarketsmy.com
MUFG’s Michael Wan says weaker US data pushed down 10-year yields and led futures to price in a June Fed cut
Written on February 11, 2026 at 12:09 pm, by davin
Softer US data is pulling Treasury yields lower and boosting rate-cut bets—sending USD/JPY down. With CPI cooling and claims rising, traders eye puts or bear call spreads for further downside. – vtmarketsmy.com
Curbline’s December 2025 quarter revenue rose 55.1% year on year to $54.15m, with EPS up to $0.29
Written on February 11, 2026 at 12:09 pm, by davin
Curbline Properties surged: Q4 2025 revenue hit $54.15M (+55% YoY) and EPS $0.29, both beating estimates. Rental income led gains; lease termination fees spiked unusually. Options volatility may drop. – vtmarketsmy.com
USD/INR rises as the dollar recovers ahead of payrolls but is capped by equity inflows and corporate demand
Written on February 11, 2026 at 12:08 pm, by davin
USD/INR is turning bullish: equity inflows support the Rupee, but importer dollar demand and a huge liquidity surplus weigh. A blockbuster US jobs report lifted DXY, targeting 90.83, 91–91.60. – vtmarketsmy.com
