Monthly Archives: February 2026
South Korea’s monthly producer price index growth rose to 0.6% in January, up from 0.4% previously
Written on February 24, 2026 at 4:10 am, by davin
South Korea’s producer prices just jumped 0.6% in January, signaling rising inflation pressure. That could delay Bank of Korea rate cuts, strengthen the won, and weigh on KOSPI and bonds. – vtmarketsmy.com
After tariff rulings and new levies, the US dollar stabilises while gold rebounds amid rising tensions
Written on February 24, 2026 at 3:11 am, by davin
Tariffs rattled markets, but the dollar steadied near 97.70 as Trump pushed a 15% global levy. Gold jumped above $5,200. Now, inflation data and central banks drive volatility. – vtmarketsmy.com
Gold retakes $5,200 as the US dollar weakens amid trade uncertainty and Iran strains
Written on February 24, 2026 at 3:11 am, by davin
Gold climbed above $5,200 as tariffs, Supreme Court rulings, and Middle East tensions fueled safe-haven demand. A weaker dollar, rate-cut bets, and heavy options/central-bank buying signal more upside—and volatility. – vtmarketsmy.com
GBP/JPY slips, stays in the 208.00–209.25 range as traders watch for a possible support break near 207.75
Written on February 24, 2026 at 3:10 am, by davin
GBP/JPY is wobbling near 208.57 with a bearish flag and weak RSI. Watch 208.00: a break could drive 207.50 then 205.32, boosted by BoE pause bets and firmer BoJ stance. – vtmarketsmy.com
Commerzbank says Malaysia’s January exports rose 19.6% year on year, boosting the ringgit, led by electronics, with growth moderating in 2026
Written on February 24, 2026 at 3:10 am, by davin
Malaysia’s exports just surged 19.6%, lifting the ringgit and drawing foreign inflows. But rising coalition tensions threaten a sudden mood swing—making FX volatility hedges wise even as growth stays strong. – vtmarketsmy.com
Deepali Bhargava says India benefits from the US tariff reset, easing burdens and strengthening ongoing trade negotiations
Written on February 24, 2026 at 2:11 am, by davin
Tariffs are easing for India: Trump cut duties to 18% and IEEPA surcharges vanished, boosting trade talks and stability. Lower volatility lifts Nifty sectors, steadies USD/INR, but new negotiations could jolt markets. – vtmarketsmy.com
Bob Savage at BNY sees North Asian currencies supported by easier policy, fiscal growth, and AI exports
Written on February 24, 2026 at 2:11 am, by davin
Asia FX looks resilient as easy policy, fiscal support, and booming AI/semiconductor exports lift CNY, TWD, KRW, MYR. Watch oil: high crude strains importers (INR, THB, PHP) and keeps JPY volatile. – vtmarketsmy.com
USD/CAD holds near 1.3665 amid a weaker US dollar and cheaper oil, staying below 1.3700
Written on February 24, 2026 at 2:11 am, by davin
USD/CAD hovers near 1.3665 below 1.3700 as tariffs and Fed signals soften the Dollar. Stronger oil boosts CAD, making cheaper options attractive for a move toward 1.3350. – vtmarketsmy.com
Trade fears return after Trump’s tariff stance as AUD/USD dips and the Australian dollar weakens against the US dollar
Written on February 24, 2026 at 2:10 am, by davin
AUD/USD slipped to 0.7051 after topping 0.7100 as tariffs reshaped markets. The dollar steadied, Fed cuts look delayed, Australia data looms, and synchronized slowing favors volatility strategies. – vtmarketsmy.com
ABN AMRO economists say Supreme Court ruling annulling IEEPA tariffs cuts US duties, though they remain historically high
Written on February 24, 2026 at 1:11 am, by davin
Supreme Court blocks presidents from using IEEPA to impose tariffs—now what? Refunds over $160B may hit deficits, tariffs stay high via new laws, and targeted sector volatility rises. – vtmarketsmy.com
