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Recent Posts by davin

ING strategists say the dollar is mildly supported ahead of US CPI, amid a tech-led risk-off move and undervaluation

Dollar bulls, beware: a pre-CPI lift from tech risk-off and undervaluation may fade. CPI seen at 2.5% with Fed on hold; rallies look sellable, and cheap options could exploit volatility. – vtmarketsmy.com

China’s year-on-year M2 money supply growth rose to 9% in January, beating forecasts of 8.4%

China’s M2 jumped 9% in January, beating forecasts—signaling faster liquidity injection. That could lift Chinese stocks, weaken the yuan, boost commodities like copper, and spark volatility opportunities. – vtmarketsmy.com

In January, China’s new loans totalled 4,710B, missing analysts’ 5,000B forecast

China’s January new yuan loans hit 4,710 billion, missing forecasts and signaling soft credit demand. That could pressure stocks, commodities, and the yuan—unless Lunar New Year distortions reverse the story. – vtmarketsmy.com

Danske Research expects eurozone Q4 2025 GDP to show 0.1% job growth, with mixed trends across countries

Eurozone jobs barely grew in Q4 2025 as Germany and France weakened, despite Spain’s surge. Cooling growth and easing inflation lift rate-cut bets, urging cheap hedges, swap receivers, and Spain-long/DAX-short trades. – vtmarketsmy.com

E-mini S&P March futures broke below 6920–6910 and now target support at 6860–6850, which may be a buying zone

Hot CPI jolts Emini S&P and Nasdaq: S&P tests key 6850 support (stop 6830); weekly close under 6830 signals sells toward 6752/6700. Nasdaq broke 24900, targets 24690–24500. – vtmarketsmy.com

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