Monthly Archives: February 2026
Deutsche Bank’s Sanjay Raja expects UK inflation to unsettle the BoE as services and core CPI exceed forecasts
Written on February 19, 2026 at 12:11 pm, by davin
UK inflation surprised hotter, especially services and core, making a March Bank of England rate cut doubtful. Markets repriced sharply, potentially supporting sterling and flattening yields despite weaker jobs and easing expectations. – vtmarketsmy.com
In January, Switzerland’s trade surplus rose sharply from 1,036M to 3,818M
Written on February 19, 2026 at 12:10 pm, by davin
Switzerland’s trade surplus surged to 3,818m in January, supercharging a bullish CHF outlook. Strong exports and rising PMI hint SNB holds rates; consider CHF and SMI calls, but watch ECB volatility. – vtmarketsmy.com
Blue Owl Capital’s quarterly revenue rose 13.5% year on year to $447.75 million, while EPS fell to $0.36
Written on February 19, 2026 at 11:11 am, by davin
Blue Owl’s Q4 2025 revenue surged 13.5% and beat estimates, but EPS fell to $0.36. Strong interest income clashes with warning signs, setting up volatile stock moves and options opportunities. – vtmarketsmy.com
Fiscal health worries keep the yen weak; USD/JPY rises again to around 155.35, a one-week high
Written on February 19, 2026 at 11:11 am, by davin
USD/JPY hits 155.35 on a stronger dollar and weak Japan growth. Fed minutes show rate-cut timing split. Watch US/Japan inflation. Options idea: call spreads toward 160; hedge with puts/straddles. – vtmarketsmy.com
MUFG’s Lloyd Chan says upbeat US data and hawkish January FOMC minutes lifted the US dollar further
Written on February 19, 2026 at 11:10 am, by davin
Strong US data and hawkish Fed minutes pushed the dollar up 0.6%, pressuring Asia. But easing inflation and expected 2026 rate cuts could cap gains—making short-term dollar options more attractive. – vtmarketsmy.com
Turkey’s consumer confidence rose to 85.7 in February, up from 83.7 previously.
Written on February 19, 2026 at 11:10 am, by davin
Turkey’s consumer confidence ticked up to 85.7 in February—hinting at brighter spending and potential equity support. But with 68% inflation and a weakening lira, traders should stay cautious. – vtmarketsmy.com
Rabobank’s Michael Every warns that US–Iran tensions are lifting oil’s war premium amid expected regional retaliation
Written on February 19, 2026 at 10:11 am, by davin
War fears are back: Rabobank warns US–Iran tensions could trigger regional retaliation and disrupt Hormuz oil flows. Traders brace for sudden oil/LNG price spikes and soaring volatility, potentially driving Brent sharply higher. – vtmarketsmy.com
EUR/GBP edges toward 0.8750 as weaker UK inflation hits sterling and boosts BoE rate-cut expectations
Written on February 19, 2026 at 10:11 am, by davin
EUR/GBP ticked higher as weak UK data fuels near-certain BoE rate cuts. Eurozone looks steadier, though Lagarde rumors add volatility. Trade idea: buy EUR/GBP calls near 0.8800. – vtmarketsmy.com
Buyers lift GBP/JPY again as yen weakness persists, nearing weekly highs but still below the mid-209.00s
Written on February 19, 2026 at 10:11 am, by davin
GBP/JPY has climbed as yen weakness from Japan’s fiscal and growth worries boosts the pair. But BoE cut expectations and BoJ tightening limits upside. Watch CPI, PMIs, and key levels. – vtmarketsmy.com
Silver rises toward $78 an ounce in Asian trading on safe-haven demand amid US-Iran tensions
Written on February 19, 2026 at 10:10 am, by davin
Silver nears $78 as US-Iran and Ukraine risks spark safe-haven buying. But a hawkish Fed and strong dollar cap gains. Volatility surges, while traders weigh options amid big swings. – vtmarketsmy.com
