Monthly Archives: February 2026
Forecasts were met as the US core consumer price index held steady at 2.5% year on year
Written on February 13, 2026 at 6:09 pm, by davin
Core US CPI held at 2.5% in January, matching forecasts. With no inflation surprise, the Fed can stay patient, volatility may fall, options-selling gains appeal—until jobs data sparks new fears. – vtmarketsmy.com
U.S. monthly Consumer Price Index rose 0.2% in January, below the 0.3% forecast, report says
Written on February 13, 2026 at 6:08 pm, by davin
Cooler-than-expected January CPI (0.2% vs 0.3%) is fueling rate-cut bets. Markets now see 75% odds of a March cut, boosting tech, Treasuries, lower volatility, and a weaker dollar. – vtmarketsmy.com
In January, US core CPI (excluding food and energy) rose 0.3%, matching market expectations
Written on February 13, 2026 at 5:09 pm, by davin
Core US inflation rose 0.3% in January, matching forecasts—steady disinflation, less Fed surprise. March rate cut looks unlikely; May/June possible. Expect calmer bonds, lower volatility, range-bound stocks, options opportunities. – vtmarketsmy.com
US CPI (non-seasonally adjusted) came in at 325.25 in January, below the 325.41 forecast
Written on February 13, 2026 at 5:09 pm, by davin
Cooler-than-expected January CPI (325.25 vs 325.41) is reshaping markets: traders now see earlier Fed cuts, VIX may sink, tech could rally, and 2-year yields fall—jobs data is next. – vtmarketsmy.com
U.S. annual CPI came in below forecasts, with inflation at 2.4% versus the expected 2.5% in January
Written on February 13, 2026 at 5:09 pm, by davin
CPI surprised lower at 2.4%, signaling cooling inflation and boosting June 2026 Fed cut odds. Lower rates could lift Nasdaq, sink VIX, weaken dollar, and boost gold. – vtmarketsmy.com
Danske Bank says Norway’s Q1 survey shows 2026–27 oil investment volumes stronger than Norges Bank expected
Written on February 13, 2026 at 5:09 pm, by davin
Norway’s oil investment outlook just surprised higher, signalling a stronger economy and fewer near-term rate cuts. With more central bank transparency, expect smoother krone gains and overpriced volatility. – vtmarketsmy.com
Ahead of US inflation data, the euro drifts near recent lows against the dollar for a fourth straight day
Written on February 13, 2026 at 4:10 pm, by davin
Euro slides below 1.1860 despite solid Eurozone GDP—risk-off and upcoming US CPI dominate. With Fed staying hawkish versus a dovish ECB, the dollar leads. Consider hedging: euro puts or short EUR/USD futures. – vtmarketsmy.com
Silver trades near $77.35 after rebounding from $74.00 lows but struggles to break above $79.00, heading for a third weekly drop
Written on February 13, 2026 at 4:09 pm, by davin
Silver rebounds to $77 but stays stuck under $79, marking a third weekly drop. All eyes on US CPI: hot data may sink it to $64; cool inflation could spark $81+. – vtmarketsmy.com
Ahead of CPI, the US dollar strengthens after robust payrolls, outperforming the Australian dollar and Norwegian krone
Written on February 13, 2026 at 4:09 pm, by davin
US dollar climbed after strong jobs data, hitting Aussie and krone hardest. Sticky 2.8% core CPI dims Fed cuts, lifts volatility, and boosts options appeal—favoring near-term dollar strength. – vtmarketsmy.com
Pesole says NOK surged after CPI but may weaken as inflation eases and rate cuts return by summer
Written on February 13, 2026 at 4:09 pm, by davin
Norway’s krone surged after January core inflation hit 4.2%, wiping out 2026 rate-cut bets and dragging EUR/NOK near 11.35. Volatile inflation may fall to 3%, reviving cuts. – vtmarketsmy.com