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ING economists say January CPI rose unexpectedly due to technical factors, but inflation remains below Poland’s central target

Poland’s CPI surprised at 2.2%, yet stays below the 2.5% target. Falling fuel drives disinflation, keeping March rate-cut bets alive—favoring bond gains, weaker zloty, and stronger stocks. – vtmarketsmy.com

Commerzbank’s Thu Lan Nguyen warns Germany’s gas reserves are only 25% full, but LNG flexibility reduces the risk of shortages

Germany’s gas storage is near 25%, far below normal. No immediate shortage, but next winter looks riskier. LNG imports help, yet global competition may drive volatility, making later-dated winter contracts appealing. – vtmarketsmy.com

EUR/USD holds near 1.1870 as softer US CPI undermines the dollar, allowing the euro to recover losses

EUR/USD rebounds near 1.1870 as cooler US inflation hits the dollar. Markets price Fed rate cuts, boosting bullish bets like call spreads—though ECB warnings near 1.2000 may cap gains. – vtmarketsmy.com

TD Securities’ strategists say that escalating tensions in the Middle East and Iran-related scenarios could change oil price risks

Oil’s “Iran risk” could swing Brent from a bearish new deal to war-driven spikes above $100–120. With Brent $88 and volatility rising, traders hedge with puts, call spreads, straddles. – vtmarketsmy.com

Sterling holds near 1.3600 against the dollar after four days of losses ahead of the US inflation release

Pound slips to 1.3600 as traders await US CPI—again. In 2025, “easing inflation” was wrong, dollar surged, and support broke. With strong US jobs, consider hedging GBP downside. – vtmarketsmy.com

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