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Recent Posts by davin

Commerzbank’s Pfister says Brazil gains modestly from revised US tariffs, but exemptions and trade shifts curb the impact

US tariff changes look like a quiet win for Brazil: headline rates may drop, but exemptions already protected most exports. Expect only slight real gains, with upside in niche export sectors. – vtmarketsmy.com

USD/CHF slips 0.20% in North American trade as the Swiss franc outperforms and tests the 20-day SMA

USD/CHF is at a make-or-break support near 0.7723 as momentum fades. Break above 0.7750 targets 0.7800; drop below 0.7700 risks 0.7629—options traders eye volatility. – vtmarketsmy.com

DBS’s Radhika Rao says India’s markets welcomed a US anti-tariff ruling, and the rupee recovered slightly from 91 per dollar

Tariff shock fades: a US court ruling trims India’s trade-tariff risk, nudging the rupee higher. USD/INR stabilized in 2025 as volatility fell, but 2026 talks could spark breakouts. – vtmarketsmy.com

OCBC expects USD/KRW to edge lower within a range, as exports support the KRW while risk-off sentiment limits gains

USD/KRW is stuck in a range as Korea’s exports and confidence support the won, while US tariff uncertainty caps the dollar. Watch 1435 support, 1452 resistance; sell volatility, hedge sudden risk-off moves. – vtmarketsmy.com

Markets appear fragile: a bearish gap reversed premarket, but repeated rejections below 6,885 suggest traps

Bearish gaps keep trapping recovery rallies below 6,885 as volatility rises. Tariffs, Iran, hot CPI, and NVDA earnings fuel risk-off signals: falling 2-year yields, stronger dollar, creeping VIX—consider hedges. – vtmarketsmy.com

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