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MUFG’s Michael Wan says early 2026 export gains are boosting Asian currencies amid Trump-era US tariff probes and uncertainty

Asia’s export boom is back: MUFG sees 1H2026 growth lifting KRW, MYR and partly CNY. But Trump-era tariff probes add volatility, leaving INR and IDR lagging. – vtmarketsmy.com

Sterling rises above 1.3500 despite Bailey hinting at further easing, amid uncertainty over US trade policies

Pound rose despite dovish BoE talk, but focus shifted: UK inflation up, US jobs strong, backing a hawkish Fed and stronger dollar. Hedge with GBP/USD puts or use straddles for March volatility. – vtmarketsmy.com

After reaching $67.23, WTI trades near $65.95, down 0.68% amid tensions and rising supply

Oil pulled back after a six-month high as Iran tensions boosted supply fears, but inventory builds, tariff uncertainty, and weak growth capped demand—leaving WTI near $66 and likely range-bound. – vtmarketsmy.com

Pill says the Bank of England must keep tackling inflation, focusing less on today’s target-level readings and more on what’s ahead

Bank of England’s Huw Pill warns inflation risks remain high despite labour stabilising. Disinflation is slow; wage pressures linger. Expect rates higher for longer, supporting sterling and challenging bets on cuts. – vtmarketsmy.com

Bailey told MPs inflation should be near target by April, while prospects for a March rate cut remain uncertain

BoE Governor Bailey says April inflation near target could allow easing, but March cuts are uncertain. With CPI still 2.9%, expect higher-for-longer rates—trade SONIA options and GBP/USD straddles. – vtmarketsmy.com

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