Monthly Archives: February 2026
AUD/USD dips below 0.7100 as investors weigh a tariff reset, looming CPI, and the RBA’s 3.85% rate hike
Written on February 24, 2026 at 6:11 am, by davin
Australia’s rate hike puts inflation front and center: CPI could boost AUD, but weak China demand, softer iron ore, and looming US tariffs add downside risk. AUD/USD stalls below 0.7100. – vtmarketsmy.com
Commerzbank says India’s February flash PMIs show sectors expanding, lifting the INR as demand boosts hiring confidence
Written on February 24, 2026 at 6:10 am, by davin
India’s economy is expanding, but the rupee still wobbles: strong PMIs, rising hiring, and $5B inflows meet importer dollar demand. Traders eye USD/INR option strategies as volatility falls. – vtmarketsmy.com
ABN AMRO economists say China benefits after US court removes IEEPA tariffs, likely replaced by a 15% Section 122 rate
Written on February 24, 2026 at 5:11 am, by davin
Tariffs on China just got a surprise reset: Supreme Court removed IEEPA duties, possibly replaced by 15% Section 122. Expect trade recovery, stronger yuan, rebounds in China stocks, shipping, calmer markets. – vtmarketsmy.com
Risk aversion weakens USD/JPY as equities fall, while the yen and gold rise on tariff ruling-driven safe-haven demand
Written on February 24, 2026 at 5:11 am, by davin
USD/JPY slips as stocks sag, boosting haven yen and gold. A Supreme Court tariff ruling dents the dollar, while Fed signals, weak orders, key technical levels, and intervention risk shape volatility plays. – vtmarketsmy.com
With earnings approaching, Nvidia trades at $190 and investors wonder whether it can surpass $200 soon
Written on February 24, 2026 at 5:11 am, by davin
Nvidia trades near $190 ahead of Wednesday earnings, with $193 resistance in focus. Big revenue hopes, AI partnerships, and China GPU sales fuel bullish calls—yet Burry fears “sell-the-news”; volatility favors straddles. – vtmarketsmy.com
ING’s Deepali Bhargava says Vietnam benefits most in ASEAN from US Section 122 tariffs, boosting export-led supply chains
Written on February 24, 2026 at 5:11 am, by davin
Vietnam stands to win big as the US adopts a flat 15% Section 122 tariff, boosting export competitiveness, growth, and trade. Traders eye stronger VND and Vietnam equities. – vtmarketsmy.com
ING’s Deepali Bhargava says Vietnam stands to benefit most in ASEAN from US Section 122 tariffs, boosting export-led supply chains
Written on February 24, 2026 at 5:10 am, by davin
Vietnam stands to be ASEAN’s biggest winner as the US adopts a flat 15% Section 122 tariff, boosting export competitiveness, GDP and exports—supporting VND strength and bullish Vietnam equities. – vtmarketsmy.com
MUFG’s Michael Wan expects USD/CNY to edge lower as US tariffs ease and the US dollar weakens
Written on February 24, 2026 at 4:11 am, by davin
MUFG sees USD/CNY drifting lower as the dollar weakens and U.S. tariffs shift. Falling effective tariffs boost China, reduce export rerouting, lift U.S.-bound exports, and ease volatility. – vtmarketsmy.com
In January, South Korea’s annual producer price index growth stayed steady at 1.9%, unchanged from previous readings
Written on February 24, 2026 at 4:11 am, by davin
South Korea’s PPI stayed at 1.9% in January—no inflation surprise. That boosts odds of a steady 3.5% rate, weaker won, firmer KOSPI outlook, but watch China slowdown risks. – vtmarketsmy.com
South Korea’s consumer sentiment index rose to 112.1 in February, up from 110.8 previously
Written on February 24, 2026 at 4:11 am, by davin
South Korea’s consumer sentiment jumped to 112.1 in February, boosting optimism. Expect stronger spending, corporate earnings, and KOSPI momentum—potentially lifting the won and delaying rate cuts amid rising exports. – vtmarketsmy.com
