Monthly Archives: February 2026
China’s commerce ministry says it will work with the US and says Beijing met its phase-one trade deal duties
Written on February 25, 2026 at 4:11 pm, by davin
China says it met Phase One trade obligations and wants talks with the US, but markets barely react. With 2025 tariffs and shrinking shipments, volatility rises—offering options trading opportunities and sector risks. – vtmarketsmy.com
INGING’s Min Joo Kang expects Japan’s central bank to prefer a June rate hike, guided by data, despite pressure
Written on February 25, 2026 at 4:11 pm, by davin
BoJ won’t rush: data, not politics, drives rates. Inflation may cool, delaying hikes until June or later. But strong wages, weak yen, and low option volatility raise surprise-move risk. – vtmarketsmy.com
Eurozone core HICP inflation was unchanged at -1.1% month on month in January
Written on February 25, 2026 at 4:10 pm, by davin
Eurozone core HICP fell -1.1% in January again—an alarming deflation sign. Expect ECB to turn dovish, rate-cut bets to surge, euro weakness, and choppy equities amid fragile growth. – vtmarketsmy.com
At a Melbourne University dinner, RBA Governor Michele Bullock urged patience in judging monetary policy outcomes
Written on February 25, 2026 at 3:11 pm, by davin
RBA Governor Bullock says Australia’s economy is solid but policy needs patience. Markets read rates on hold; AUD dipped to 0.7085. Expect range trading, lower volatility, and data-driven moves. – vtmarketsmy.com
In January, the Eurozone’s core HICP rose 2.2% year on year, in line with analysts’ expectations
Written on February 25, 2026 at 3:11 pm, by davin
Eurozone core inflation hit 2.2% in January, matching forecasts and nearing the ECB target. With rates steady, surprises fade, volatility may drop, and traders can position for gradual 2026 easing. – vtmarketsmy.com
Eurozone annual HICP inflation in January met expectations at 1.7% year-on-year
Written on February 25, 2026 at 3:11 pm, by davin
Eurozone inflation hit 1.7% in January, exactly as forecast—signaling easing price pressure. Markets may stay calm, boosting bets on ECB rate cuts, softer volatility, and a weaker euro. – vtmarketsmy.com
Eurozone monthly HICP fell 0.6% in January, beating the forecast 0.5% decline
Written on February 25, 2026 at 3:11 pm, by davin
Eurozone prices dipped 0.6% in January, beating forecasts and signaling faster disinflation. Markets now eye earlier ECB rate cuts, nudging yields lower, weakening the euro, lifting stocks, and stirring volatility bets. – vtmarketsmy.com
Societe Generale says AUD/USD is nearing its 2023 high after core CPI boosted the breakout move
Written on February 25, 2026 at 2:11 pm, by davin
Hot Aussie CPI pushed AUD/USD above 0.71 toward 0.7150, sparking RBA hike bets. But Fed hawkishness, softer iron ore, and rising volatility favor range-to-down trading, not big rallies. – vtmarketsmy.com
FXStreet data show silver trading at $90.96 an ounce, up 4.19% from $87.30 earlier
Written on February 25, 2026 at 2:11 pm, by davin
Silver just surged past $90, up 4.19% daily and nearly 28% YTD. A falling gold/silver ratio signals strength, boosted by solar demand, weaker dollar, and options-driven hedging strategies. – vtmarketsmy.com
HSBC expects EUR/USD to revisit recent range highs as U.S. risks are priced in despite trade uncertainty
Written on February 25, 2026 at 2:11 pm, by davin
EUR/USD holds firm near 1.0850 as US policy risk fades into pricing. Expect a slow grind toward range highs, capped near 1.11 by weak wages, tight credit, and steady ECB. – vtmarketsmy.com
