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Recent Posts by davin

In February, eurozone consumer confidence fell to -12.2, below the -11.8 forecast, disappointing economists

Eurozone confidence sank to -12.2, missing forecasts and signaling a gloomier outlook. With spending already slipping, stocks may stall and the euro weaken—consider put options on Euro indices and EUR/USD. – vtmarketsmy.com

Rabobank’s Michael Every says America’s maritime action plan shifts trade from rules-based free trade to bloc-based neomercantilism

US Maritime Action Plan may end free-trade norms, targeting China’s shipbuilding dominance. Expect bloc warfare, higher freight costs, inflation pressure, and volatility; traders eye VIX calls, shipping bets, SOFR futures, and yuan risk. – vtmarketsmy.com

US pending home sales fell 0.4% year on year in January, improving from a 3% decline

Pending home sales barely dipped 0.4% in January, beating forecasts. Housing resilience plus strong jobs may delay Fed cuts, lift builders and stocks, but sticky inflation keeps markets jumpy. – vtmarketsmy.com

US pending home sales fell 0.8% month on month in January, missing forecasts of a 1.3% rise

US pending home sales unexpectedly fell 0.8% in January, signaling a slowing housing recovery. High mortgage rates squeeze buyers, boosting rate-cut bets, pressuring housing stocks, and potentially weakening the dollar. – vtmarketsmy.com

TD Securities expects eurozone PMIs to show a rebound in France’s services and an improvement in Germany’s manufacturing, backed by defence spending.

Eurozone PMIs hint at a fragile France-Germany rebound, still below 50. With inflation sticky and growth weak, traders eye sideways DAX plays, rate-cut skepticism, and cheap volatility protection. – vtmarketsmy.com

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