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Recent Posts by davin

Russia’s annual producer prices fell further in January, to -5% from -3.3%

Russia’s producer prices just plunged 5% year-on-year, worsening deflation. That hints at weaker demand, likely rate cuts, a softer ruble, pressured oil prices, and shrinking industrial margins—bad news for equities. – vtmarketsmy.com

Russia’s monthly producer price index fell 2.5%, a sharper drop than the previous 1.6% reading

Russia’s producer prices plunged 2.5% in January, deepening deflation fears. Softer demand could spur a March rate cut, weaken the ruble, and boost volatility across Russian assets, commodities. – vtmarketsmy.com

After earlier warnings, Nifty jumped 350–400 points from the 25,370 low, fuelling Bank Nifty talk of 61,765

Don’t just watch—buy the ticket: Nifty surged 350–400 points, targets 26,000 with 25,500 support. Bank Nifty nears record highs; low VIX and strong FII/GDP boost bullish option strategies. – vtmarketsmy.com

Rabobank’s Philip Marey expects three 25bp Fed rate cuts in 2026 starting in June, as jobs strengthen and inflation cools

Rate cuts are delayed, not dead: Rabobank expects three 25bp Fed cuts in 2026 starting June, then September and October, as strong jobs data push timing back despite cooling inflation. – vtmarketsmy.com

Palo Alto Networks shares fell sharply after its fiscal 2026 second-quarter earnings beat and results release

Palo Alto Networks slid 9% despite beating earnings, as diluted EPS guidance tied to the $25B CyberArk deal spooked markets. Technical support at $142–$144, high volatility, options premiums signal opportunity. – vtmarketsmy.com

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