Monthly Archives: February 2026
Rabobank expects USD/CAD to stay range-bound into 2026, with USMCA and tariff risks offsetting dollar weakness
Written on February 13, 2026 at 3:09 pm, by davin
Trade tensions are trapping USD/CAD in a 1.36–1.41 range through 2026: weaker USD and narrower rate spreads offset a “tariff premium” on CAD. Volatility should rise ahead of July 1 USMCA review. – vtmarketsmy.com
Deutsche Bank analysts say EUR/USD held steady as the dollar index rose slightly ahead of US CPI data
Written on February 13, 2026 at 3:09 pm, by davin
EUR/USD is stuck as traders await delayed US January CPI. Headline may cool on cheaper fuel, but core could stay hot, shifting rate-cut bets and sparking a volatility breakout. – vtmarketsmy.com
Markets await US inflation data as sterling slips for a fourth session, hovering near 1.3600 after peaking at 1.3700
Written on February 13, 2026 at 3:09 pm, by davin
Pound slips four days as risk-off boosts the dollar. All eyes on US CPI: softer inflation could spark Fed cut bets. Weak UK GDP and BoE easing fears keep sterling pressured. – vtmarketsmy.com
Commerzbank says OPEC, EIA and IEA disagree on 2026 oil balances and warns oversupply risks persist
Written on February 13, 2026 at 3:08 pm, by davin
Oil’s 2026 outlook is split, keeping Brent near $67.6. Iran sanctions support prices, while Kashagan’s ramp-up risks a glut. Traders can sell near-term calls and buy longer-dated calls. – vtmarketsmy.com
The eurozone’s seasonally adjusted trade surplus rose to €11.6B from €10.7B previously.
Written on February 13, 2026 at 2:09 pm, by davin
Eurozone trade surplus hit €11.6bn in December, signaling sturdier growth. That could lift the euro and exporters, curb ECB cut hopes amid sticky inflation, and pressure short-term bonds. – vtmarketsmy.com
Eurozone employment rose 0.2% quarter-on-quarter in Q4, beating forecasts of 0.1%
Written on February 13, 2026 at 2:09 pm, by davin
Eurozone jobs jumped 0.2% in Q4, beating forecasts and hinting resilience. That weakens near-term ECB rate-cut hopes, supporting EUR/USD upside, pressuring Bunds, and likely keeping Euro Stoxx 50 range-bound. – vtmarketsmy.com
Eurozone seasonally adjusted GDP rose 0.3% quarter on quarter in the fourth quarter, matching economists’ expectations exactly
Written on February 13, 2026 at 2:09 pm, by davin
Eurozone GDP grew 0.3% in Q4, meeting forecasts and easing market uncertainty. Expect calmer volatility, limited upside amid weak Germany, steady ECB outlook, and range-bound EUR/USD—making volatility-selling strategies attractive. – vtmarketsmy.com
Eurozone fourth-quarter employment growth met expectations and held steady at 0.6% year on year
Written on February 13, 2026 at 2:09 pm, by davin
Eurozone jobs grew 0.6%, matching forecasts—no surprise, but a warning sign. Weak growth and 1.8% inflation boost ECB rate-cut bets, pressure the euro, and keep Euro Stoxx capped. – vtmarketsmy.com
Silver rose 5.52% to $78.91 per troy ounce from $74.78 on Thursday, data shows.
Written on February 13, 2026 at 1:09 pm, by davin
Silver just surged 5.5% to $78.91, boosting year-to-date gains to 11%. Softer inflation and rate-cut bets, plus rising industrial demand, drove volatility—sparking options, hedging, and silver-over-gold trade ideas. – vtmarketsmy.com
ING strategists say the dollar is mildly supported ahead of US CPI, amid a tech-led risk-off move and undervaluation
Written on February 13, 2026 at 1:09 pm, by davin
Dollar bulls, beware: a pre-CPI lift from tech risk-off and undervaluation may fade. CPI seen at 2.5% with Fed on hold; rallies look sellable, and cheap options could exploit volatility. – vtmarketsmy.com
