Monthly Archives: February 2026
Commerzbank’s Ghose expects Hungary’s central bank to cut rates by 25bp, supported by softer inflation and EU disinflation trends
Written on February 24, 2026 at 4:10 pm, by davin
Hungary’s central bank may cut rates 0.25% today as inflation cools, but officials’ mixed signals split markets. Expect forint volatility; options like EUR/HUF straddles may profit either way. – vtmarketsmy.com
Dow, S&P 500 and Nasdaq 100 futures were steady in European hours ahead of the US open
Written on February 24, 2026 at 3:11 pm, by davin
Stocks steadied after Monday’s selloff, but here’s the hook: AI shocks and tariff threats are spiking fear. IBM and AmEx plunged, VIX jumped, and key earnings loom. – vtmarketsmy.com
OCBC’s Sim and Wong say gold rebounds as tariff and geopolitical worries, including a possible US–Iran escalation, unsettle markets
Written on February 24, 2026 at 3:11 pm, by davin
Gold surges nearly 5% as tariffs and geopolitical tensions revive safe-haven demand. Reclaiming key technical levels points to further upside, with resistance ahead and traders watching Fed signals and risk-off catalysts. – vtmarketsmy.com
DBS analyst Philip Wee says investors are seeking safe-haven U.S. dollar exposure as markets await Trump’s State of the Union address
Written on February 24, 2026 at 3:11 pm, by davin
Markets brace for Trump’s SOTU: “America First” tariffs, affordability promises, and pressure on the Fed. Volatility is rising, the dollar’s haven status looks shakier, and traders are hedging hard. – vtmarketsmy.com
Takaichi’s pressure keeps the yen lagging and pushes USD/JPY back above 156.00 again, MUFG’s Hardman observes
Written on February 24, 2026 at 3:10 pm, by davin
Yen slides as USD/JPY jumps above 156 on reports Japan wants the BoJ to slow rate hikes. Softer inflation and export gains back caution—making bullish USD/JPY call options look attractive. – vtmarketsmy.com
Sterling falls below 1.3430 against the dollar amid uncertainty and expectations of multiple BoE rate cuts
Written on February 24, 2026 at 2:11 pm, by davin
Pound slides as BoE rate-cut bets surge, dragging GBP/USD near 1.3480. Dovish BoE signals and weak UK data pressure Sterling, while firm USD and bearish charts hint more downside. – vtmarketsmy.com
Danske Research says EU-US trade tensions persist as Parliament delays ratification over concerns about Trump’s unilateral 15% tariff
Written on February 24, 2026 at 2:11 pm, by davin
Trade war fears spike as EU delays EU–US deal over a new 15% US tariff. A 10% global tariff starts today; markets brace for volatility, sector hits, currency swings, commodity shocks. – vtmarketsmy.com
Mainichi reports that Takaichi warned BoJ Governor Ueda against further interest rate hikes during their recent meeting
Written on February 24, 2026 at 2:10 pm, by davin
Japan’s PM Takaichi reportedly resists further BoJ rate hikes, clashing with Governor Ueda. Markets react: yen weakens, volatility jumps, and traders reprice 2026 hike odds despite inflation above target. – vtmarketsmy.com
During European trading hours, EUR/CAD trades near 1.6140, slipping below 1.6150 as oil rises on supply concerns
Written on February 24, 2026 at 2:10 pm, by davin
Oil’s surge is crushing EUR/CAD: higher WTI boosts the Canadian dollar, pushing the pair from 1.61 toward 1.4850. Euro resilience fades amid inflation worries; consider downside puts and oil hedges. – vtmarketsmy.com
Political uncertainty clouds sterling; UK inflation and growth offset weaker jobs data, limiting BoE dovish shifts and providing support
Written on February 24, 2026 at 1:11 pm, by davin
Sticky UK inflation and firmer growth are propping up sterling, limiting BoE rate-cut bets. Softer jobs data and a looming by-election fuel volatility—but easing politics could push EUR/GBP lower. – vtmarketsmy.com
