Monthly Archives: February 2026
MUFG analyst Lloyd Chan says Singapore’s FY26 budget prioritises growth by expanding AI investment, enterprise finance and capital inflows
Written on February 14, 2026 at 1:10 am, by davin
Singapore’s FY26 budget boosts AI and strategic industries, signaling stronger growth, firmer tax and investment revenues, and targeted relief—already lifting stocks and the SGD, with tech-focused option opportunities. – vtmarketsmy.com
Standard Chartered says Malaysia’s 2025 growth forecast rose to 5.2%, boosting the ringgit on confidence, AI and policy support
Written on February 14, 2026 at 1:10 am, by davin
Malaysia surged 5.2% in 2025 as AI investment and spending boomed. But can it last? Growth may slow to 4.5% in 2026; BNM likely holds rates, supporting Ringgit. – vtmarketsmy.com
Baker Hughes reports U.S. oil rigs fell from 412 to 409, indicating reduced drilling activity nationwide
Written on February 14, 2026 at 1:09 am, by davin
US oil rigs just dropped to 409, signaling slower future output. With inventories down nearly 3 million barrels, supply tightens—boosting oil price prospects unless OPEC+ hikes or demand falters. – vtmarketsmy.com
MUFG’s Lloyd Chan says India’s rebased CPI rose 2.8% year on year, led by food prices, keeping the RBI unchanged
Written on February 14, 2026 at 1:08 am, by davin
India’s inflation story flipped fast: CPI was 2.8% in 2025, but hit 5.1% by Jan 2026 on food and energy, boosting GDP 7.8% and raising RBI hike, volatility hopes. – vtmarketsmy.com
Bessent rejects decoupling from China, supports de-risking, and expects inflation to near the Fed’s 2% target by mid-year
Written on February 14, 2026 at 12:09 am, by davin
Calm bonds, cooling inflation, and 3% growth could reshape 2026 trades: Bessent favors de-risking with China, not decoupling. Consider positioning for rate cuts, low volatility, and reshoring sector winners. – vtmarketsmy.com
After a cooler January CPI, the DJIA rebounded nearly 220 points after an AI-driven sell-off
Written on February 14, 2026 at 12:09 am, by davin
Stocks rebounded after Thursday’s plunge as cool inflation boosted June rate-cut odds to 83%. Winners: chips and EVs; losers: ad and consumer names. Trade divergence with options, watch key Dow support. – vtmarketsmy.com
INGING’s David Havrlant expects the CNB to remain cautious as Czech inflation cools in 2026 and food prices ease
Written on February 14, 2026 at 12:09 am, by davin
Czech inflation may cool in 2026, but stubborn core and surging services keep the CNB cautious. Markets see a near coin-flip chance of one rate cut, leaving 3.5% likely. – vtmarketsmy.com
After softer US CPI, the dollar retreats, pushing USD/JPY lower as yen demand remains firm
Written on February 14, 2026 at 12:09 am, by davin
Yen surges as US inflation cools, knocking the dollar lower. USD/JPY slides near 152.85, heading for weekly losses. Fed cut bets rise while Japan’s political win and BoJ hikes boost yen. – vtmarketsmy.com
Despite softer US inflation, the US dollar keeps USD/CAD supported near 1.3625, edging higher for a third day
Written on February 13, 2026 at 11:09 pm, by davin
USD/CAD hovered near 1.3625, lifted by a firm US Dollar despite cooled 2025 inflation. Trade- and tariff-risk headlines plus softer oil weakened CAD; now 2026’s hotter CPI favors USD strength. – vtmarketsmy.com
NatWest shares fall despite strong full-year results after £2.7bn Evelyn Partners deal
Written on February 13, 2026 at 11:09 pm, by davin
NatWest posted surging income, margins, profits and a bigger dividend, yet shares hit a 200-day low on Evelyn Partners deal fears. Hook: traders may capitalise via put-selling or calls. – vtmarketsmy.com
