About: davin
Recent Posts by davin
In November, US housing starts rose 6.2%, rebounding from -4.6% previously
Housing starts surged from -4.6% to +6.2% in November, easing recession fears. Strong jobs and sticky inflation weaken March cut odds, favoring higher yields, cautious homebuilders, range-bound lumber, stronger dollar. – vtmarketsmy.com
Written on February 18, 2026 at 6:10 pm
Categories: Live Updates
US building permits exceeded forecasts in December, reaching 1.448 million vs 1.4 million expected in month-on-month data
Building permits jumped to 1.448M in December, beating forecasts by 48K—signaling economic strength. This may delay Fed rate cuts, lift yields, boost housing-linked stocks, and increase volatility risk. – vtmarketsmy.com
Written on February 18, 2026 at 6:10 pm
Categories: Live Updates
US durable goods orders fell 1.4% in December, beating forecasts of a 2% decline
US durable goods orders fell 1.4% in December, beating forecasts. Alongside strong job gains and sticky inflation, it signals resilience, delays Fed cuts, supports bullish ETF options, and lower volatility. – vtmarketsmy.com
Written on February 18, 2026 at 5:11 pm
Categories: Live Updates
Societe Generale’s Kit Juckes says crowded dollar shorts are faltering as DXY dips, but modest rebounds could reverse the trend
Crowded bets against the dollar are peaking: euro longs hit a 2020 high and DXY needs just 1% to reclaim key averages. With resilient US data, options may beat risky shorts. – vtmarketsmy.com
Written on February 18, 2026 at 5:11 pm
Categories: Live Updates
Japan’s exports grew at their fastest pace since 2022, while the yen’s reaction was muted as USD/JPY edged lower
Japan exports surged 16.8% in January, led by Asia, but the yen barely budged. High US-Japan rate gaps and $36bn US investments cap gains; insurer rule tweaks may ease pressure. – vtmarketsmy.com
Written on February 18, 2026 at 5:11 pm
Categories: Live Updates
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