About: davin
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New Zealand’s monthly electronic card retail sales fell to -1.1% from -0.1% previously
New Zealand card spending fell 1.1% in January, signaling faster cooling demand. Markets may price earlier RBNZ cuts, pressuring NZD. Consider receiving swaps, buying NZD/USD puts, or long-volatility straddles. – vtmarketsmy.com
Written on February 15, 2026 at 10:09 pm
Categories: Live Updates
MUFG’s Michael Wan says the interim US–India deal helps India externally and may limit the rupee’s rise above 90
US–India trade deal tariff cuts may briefly lift the rupee: USD/INR could dip under 90, targeting 89.50 by Q1 2026. But FDI outflows and deficits may drive 93.00 by end-2026. – vtmarketsmy.com
Written on February 14, 2026 at 6:09 am
Categories: Live Updates
Commerzbank analysts say Singapore’s 2026 Budget boosts supply-side support, SME expansion, and equity market funding initiatives
Singapore’s 2026 Budget aims to boost SMEs and capital markets, bolstering SGD strength. USD/SGD nears decade lows as traders price more SGD gains amid record equities and low volatility. – vtmarketsmy.com
Written on February 14, 2026 at 6:09 am
Categories: Live Updates
MUFG analysts say easing and reflation steer the yuan as CPI dips after holiday effects and PPI improves
China’s inflation looks artificially weak after holiday effects, but reflation remains slow. With GDP at 4.5%, PBOC may ease further, nudging USD/CNY higher—watch February 20. – vtmarketsmy.com
Written on February 14, 2026 at 5:09 am
Categories: Live Updates
Standard Chartered’s Tommy Wu raises Hong Kong’s 2026 GDP growth forecast to 3.2%, citing momentum and sentiment
Hong Kong’s 2026 growth outlook just jumped to 3.2%, fueled by finance and rising confidence. With softer HIBOR early, expect stronger equities, retail, housing, and IPO-driven volatility—options and rates trades beckon. – vtmarketsmy.com
Written on February 14, 2026 at 5:09 am
Categories: Live Updates
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