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Recent Posts by davin

Blue Owl Capital’s quarterly revenue rose 13.5% year on year to $447.75 million, while EPS fell to $0.36

Blue Owl’s Q4 2025 revenue surged 13.5% and beat estimates, but EPS fell to $0.36. Strong interest income clashes with warning signs, setting up volatile stock moves and options opportunities. – vtmarketsmy.com

Fiscal health worries keep the yen weak; USD/JPY rises again to around 155.35, a one-week high

USD/JPY hits 155.35 on a stronger dollar and weak Japan growth. Fed minutes show rate-cut timing split. Watch US/Japan inflation. Options idea: call spreads toward 160; hedge with puts/straddles. – vtmarketsmy.com

MUFG’s Lloyd Chan says upbeat US data and hawkish January FOMC minutes lifted the US dollar further

Strong US data and hawkish Fed minutes pushed the dollar up 0.6%, pressuring Asia. But easing inflation and expected 2026 rate cuts could cap gains—making short-term dollar options more attractive. – vtmarketsmy.com

Turkey’s consumer confidence rose to 85.7 in February, up from 83.7 previously.

Turkey’s consumer confidence ticked up to 85.7 in February—hinting at brighter spending and potential equity support. But with 68% inflation and a weakening lira, traders should stay cautious. – vtmarketsmy.com

Rabobank’s Michael Every warns that US–Iran tensions are lifting oil’s war premium amid expected regional retaliation

War fears are back: Rabobank warns US–Iran tensions could trigger regional retaliation and disrupt Hormuz oil flows. Traders brace for sudden oil/LNG price spikes and soaring volatility, potentially driving Brent sharply higher. – vtmarketsmy.com

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