Monthly Archives: February 2026
Commerzbank’s Tatha Ghose says the CBR cut rates by 50bps and raised its 2026 inflation forecast, but expects lower rates in 2027
Written on February 16, 2026 at 3:09 pm, by davin
Russia’s central bank cut rates to 15.5% and signaled more cuts ahead, despite higher inflation forecasts. Lower oil and surplus projections point to a weaker rouble, with USD/RUB seen returning toward 100. – vtmarketsmy.com
After weak GDP data, a softer yen helps the euro recover losses and climb above 182.00 ahead of industry output data
Written on February 16, 2026 at 3:09 pm, by davin
EUR/JPY jumps past 182 as weak Japan GDP dents the Yen, but stubborn Japanese inflation and fragile Eurozone data hint reversal. Traders eye put options amid rising volatility and looming central-bank decisions. – vtmarketsmy.com
Silver trades near $77, slightly lower, as bears gain control and support near $74.50 holds nearby
Written on February 16, 2026 at 2:10 pm, by davin
Silver can’t catch a bid: stuck below $80 amid choppy trading and bearish momentum. Higher inflation, elevated rates, falling ETF holdings, and gold outperformance hint at downside toward $64. – vtmarketsmy.com
MUFG’s Lee Hardman says weaker Japan Q4 GDP slowed the yen’s momentum, lifting USD/JPY back above 153
Written on February 16, 2026 at 2:09 pm, by davin
Japan’s weak Q4 GDP hit Yen hopes, lifting USD/JPY above 153 and later 158.50. Softer BoJ hike bets and sticky US inflation favor upside; watch supports 155, 152, 150.60. – vtmarketsmy.com
USD/INR rises early in the week as foreign capital exits and falling Indian IT shares pressure the rupee
Written on February 16, 2026 at 2:09 pm, by davin
Rupee slips as foreign investors dump IT, oil-price fears rise, and India inflation surprises. Dollar stays firm with Fed steady. USD/INR hovers near 90.70; watch 90.73 resistance, 90.00 support. – vtmarketsmy.com
Pesole: UK data and political pressure weigh on sterling; softer jobs and inflation may prompt a Bank of England cut
Written on February 16, 2026 at 2:09 pm, by davin
UK jobs and inflation data this week could confirm a cooling economy, boosting Bank of England rate-cut bets. Political jitters around Starmer may sink sterling, pushing EUR/GBP toward 0.88. – vtmarketsmy.com
HSBC Asset Management expects Asia-Pacific equities excluding Japan to rise, supported by reforms, resilient demand and AI-led technology dominance
Written on February 16, 2026 at 1:09 pm, by davin
Asia Pacific ex-Japan equities surged 32% last year despite turmoil, fueled by stronger fundamentals, reforms, and the AI boom. With cheap valuations, traders eye ETF calls, spreads, and puts. – vtmarketsmy.com
EUR/GBP slips below 0.8700 as buyers weaken, nearing 0.8685 after rejection near 0.8720
Written on February 16, 2026 at 1:09 pm, by davin
EUR/GBP slipped under 0.8700, eyeing 0.8675 support as bearish signals build. But sticky Eurozone inflation and cooling UK data may flip the trend—options target 0.8750, hedge 0.8600. – vtmarketsmy.com
DBS’s Philip Wee says the yen steadied after Japan’s Prime Minister Sanae Takaichi won a snap election in a landslide
Written on February 16, 2026 at 1:09 pm, by davin
Japan’s yen rebounded after Sanae Takaichi’s election win, pushing USD/JPY from 160 toward 140. With BOJ hikes and Fed cuts looming, traders eye bearish USD/JPY puts. – vtmarketsmy.com
Turkey’s budget balance swung to a 214.54B deficit in January from a 528.14B surplus previously
Written on February 16, 2026 at 1:09 pm, by davin
Turkey’s budget flipped from a 528B surplus to a 214B lira deficit—raising red flags. Expect lira pressure, USD/TRY highs, rising volatility, inflation risks, possible rate hikes, and hedging demand. – vtmarketsmy.com
