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Recent Posts by davin

INGING’s Frantisek Taborsky expects Romania’s central bank to hold rates at 6.50% as inflation eases and leu flexibility increases gradually

Romania’s central bank may hold rates near term, but falling inflation (4.8%) and weak growth boost odds of faster cuts. Traders eye EUR/RON weakness, calls, and long-volatility plays. – vtmarketsmy.com

Ahead of the US market open, the Indian rupee holds steady near 90.80 against the dollar

Rupee stays stuck near 90.80: importers’ dollar demand supports USD/INR, RBI intervention caps gains. FIIs sold shares, oil-talk risks linger, Fed seen on hold—low volatility favors range-bound trading. – vtmarketsmy.com

During European trading, GBP/USD recovered half of its earlier losses but remained 0.23% lower near 1.3600

Pound fights back but stays weak near 1.3600 after UK jobs data worsens: unemployment hits five-year high, wages cool. Focus shifts to CPI, BoE-Fed divergence, and option trades. – vtmarketsmy.com

South Africa’s unemployment rate fell to 31.4% in Q4 from 31.9% in the previous quarter

South Africa’s jobless rate dipped to 31.4% in Q4 2025, boosting rand hopes and consumer stocks. With inflation at 5.4%, SARB cuts look unlikely—traders eye stronger ZAR, higher rates. – vtmarketsmy.com

BBH’s Elias Haddad expects January inflation to ease, keeping Canadian rates at 2.25% and Q1 price growth near target

Cooling Canadian inflation could lock in a steady Bank of Canada—and a sleepy USD/CAD. BBH sees 2.4% headline, 2.55% core, range 1.3500–1.3800, favoring low-volatility options trades. – vtmarketsmy.com

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