Monthly Archives: February 2026
Rabobank’s Michael Every says Trump touts 15% US growth, hinting at overheating and boosting dollar inflows amid Fed messaging
Written on February 10, 2026 at 6:09 pm, by davin
Trump touts 15%+ growth with a new Fed chair, as Rabobank flags “run hot” policy, AI-driven productivity, and foreign inflows—boosting dollar and stocks, while retail sales and NFIB may jolt volatility. – vtmarketsmy.com
ING strategists say softer job outlook lowers short-term yields, while supply fears lift long-term yields and steepen the curve
Written on February 10, 2026 at 6:09 pm, by davin
US yield curve is steepening: short rates fall on weaker jobs and dovish Fed bets, while long yields rise from heavy Treasury supply and fading foreign demand. Traders eye steepener trades, volatility. – vtmarketsmy.com
Sterling dips against the yen as UK political uncertainty weighs, while Japan’s post-election calm supports the yen
Written on February 10, 2026 at 6:09 pm, by davin
GBP/JPY slid to 212.00 as UK leadership turmoil hit the Pound, while Japan’s election clarity and intervention warnings boosted the Yen. Watch UK GDP Thursday—weak data could drop it below 210.00. – vtmarketsmy.com
NBC analysts say softer data, cooler inflation and trade uncertainty make Bank of Canada rate hikes in 2026 unlikely
Written on February 10, 2026 at 5:09 pm, by davin
Canada’s rate-hike hopes for 2026 are fading: weak data, cooler inflation, and trade uncertainty point to no Bank of Canada tightening until 2027—keeping yields steady and pressuring the Canadian dollar. – vtmarketsmy.com
In December, America’s annual Import Price Index eased to 0%, down from 0.1% previously
Written on February 10, 2026 at 5:09 pm, by davin
U.S. import inflation hit 0% in December, hinting cooling prices are spreading. With core CPI at 2.8%, markets expect Fed cuts. Consider long bonds, tech upside, volatility hedges, weaker dollar. – vtmarketsmy.com
In December, the annual US export price index eased to 3.1%, down from 3.3% previously
Written on February 10, 2026 at 5:09 pm, by davin
U.S. export inflation just cooled: prices rose 3.1% in December, down from 3.3%. Easing pressures hint at a less aggressive Fed, potentially weakening the dollar, supporting bonds, and boosting tech-heavy stocks. – vtmarketsmy.com
US export prices rose 0.3% month on month in December, beating the 0.1% forecast
Written on February 10, 2026 at 5:08 pm, by davin
US export prices jumped 0.3% in December, tripling forecasts—an early inflation warning. Hot CPI and strong jobs now delay Fed cuts, boosting dollar and yields, pressuring tech stocks. – vtmarketsmy.com
US import prices rose 0.1% in December, below the expected 0.2% increase
Written on February 10, 2026 at 4:10 pm, by davin
Import prices rose just 0.1% in December, missing forecasts—signaling cooling inflation. With core CPI down to 2.8%, markets expect July rate cuts, boosting stocks, weakening the dollar. – vtmarketsmy.com
Fourth-quarter US Employment Cost Index rose 0.7%, below the expected 0.8% wage increase
Written on February 10, 2026 at 4:10 pm, by davin
Wages cooled: the US Employment Cost Index rose 0.7% vs 0.8% expected, boosting hopes of an earlier Fed pivot. Traders eye bonds, tech upside, and falling volatility. – vtmarketsmy.com
TD Securities reports that Australian sentiment surveys weakened after the RBA hike; rate-rise expectations persist, but a response is unlikely.
Written on February 10, 2026 at 4:10 pm, by davin
Australian confidence is cracking: consumers and businesses feel rate-hike pain. Sentiment falls again, conditions soften, yet inflation stays hot—keeping the RBA hawkish, stirring ASX volatility and pressuring AUD. – vtmarketsmy.com
