Monthly Archives: February 2026
U.S. two-year note auction yield falls to 3.455% from 3.58%
Written on February 25, 2026 at 2:10 am, by davin
Treasury’s 2-year auction yield fell to 3.455% from 3.58%, signaling stronger demand and markets pricing near-term Fed rate cuts. With tame inflation and weaker jobs, investors position for falling yields and steeper curves. – vtmarketsmy.com
Keysight Technologies impressed by beating EPS estimates by 8.75% and revenue expectations by 3.89%, driven by AI data centres
Written on February 25, 2026 at 2:10 am, by davin
Keysight smashed earnings, jumping 20% as AI data-centre demand boosts guidance and breaks a decade-long range. But RSI is extreme, risking pullbacks. Consider apreads, premium-selling, or waiting near $257.34. – vtmarketsmy.com
USD/JPY rises above 155.00 support as the yen slips after Takaichi urges caution on BoJ rate hikes
Written on February 25, 2026 at 1:11 am, by davin
USD/JPY jumps as yen weakens on rate-hike caution, then stalls with softer dollar. Key levels: 155.10 support, 156.00 resistance. Cheap calls target 165, but beware Japan intervention risk. – vtmarketsmy.com
MUFG’s Michael Wan says early 2026 export gains are boosting Asian currencies amid Trump-era US tariff probes and uncertainty
Written on February 25, 2026 at 1:11 am, by davin
Asia’s export boom is back: MUFG sees 1H2026 growth lifting KRW, MYR and partly CNY. But Trump-era tariff probes add volatility, leaving INR and IDR lagging. – vtmarketsmy.com
Sterling rises above 1.3500 despite Bailey hinting at further easing, amid uncertainty over US trade policies
Written on February 25, 2026 at 1:10 am, by davin
Pound rose despite dovish BoE talk, but focus shifted: UK inflation up, US jobs strong, backing a hawkish Fed and stronger dollar. Hedge with GBP/USD puts or use straddles for March volatility. – vtmarketsmy.com
After reaching $67.23, WTI trades near $65.95, down 0.68% amid tensions and rising supply
Written on February 25, 2026 at 1:10 am, by davin
Oil pulled back after a six-month high as Iran tensions boosted supply fears, but inventory builds, tariff uncertainty, and weak growth capped demand—leaving WTI near $66 and likely range-bound. – vtmarketsmy.com
Pill says the Bank of England must keep tackling inflation, focusing less on today’s target-level readings and more on what’s ahead
Written on February 25, 2026 at 12:11 am, by davin
Bank of England’s Huw Pill warns inflation risks remain high despite labour stabilising. Disinflation is slow; wage pressures linger. Expect rates higher for longer, supporting sterling and challenging bets on cuts. – vtmarketsmy.com
Bailey told MPs inflation should be near target by April, while prospects for a March rate cut remain uncertain
Written on February 25, 2026 at 12:10 am, by davin
BoE Governor Bailey says April inflation near target could allow easing, but March cuts are uncertain. With CPI still 2.9%, expect higher-for-longer rates—trade SONIA options and GBP/USD straddles. – vtmarketsmy.com
Standard Chartered’s Dan Pan says Brazil benefits as tariffs drop, but US risks remain
Written on February 25, 2026 at 12:10 am, by davin
A Supreme Court ruling scrapped Trump’s IEEPA tariffs, cutting Brazil’s effective US rate toward 10%. Exports and Brazilian assets may rebound, but Section 232/301 risks linger—raising hedged EWZ and BRL options trades. – vtmarketsmy.com
Sterling rises above 1.3500 against the dollar despite Bailey signalling further easing, as US trade uncertainty persists
Written on February 24, 2026 at 11:11 pm, by davin
GBP/USD climbs near 1.3530, but a BOE rate-cut hint and UK by-election risk clash with steady Fed messaging and fresh US tariffs, keeping traders alert to 1.3400 support. – vtmarketsmy.com
