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Recent Posts by davin

Russia’s foreign trade rose from $6.795B to $10.021B in December, reflecting improved overall performance

Russia’s trade surplus surged to $10.021bn in December from $6.795bn, signaling robust exports. Expect pressure on oil rallies, ruble strength, higher volatility, and spillover risks for rival commodity producers. – vtmarketsmy.com

Nomura expects eurozone growth in 2026–2027 to rise to 1.7–1.8%, above the 1.1–1.2% potential rate

Nomura sees eurozone growth surging above potential in 2026–27, led by Germany and Spain, risking higher inflation. That could force a hawkish ECB—boosting swaps, euro, equities, volatility. – vtmarketsmy.com

Marc Schattenberg of Deutsche Bank assesses Germany’s 2026 wage talks, covering 10 million workers across multiple sectors

Germany’s 2026 wage round covers 10 million workers. Deutsche Bank sees pay growth nearing 3%, boosted by minimum wage hikes. Easing inflation could lift spending—yet may keep ECB rates higher. – vtmarketsmy.com

Commerzbank’s Antje Praefcke says stronger January inflation in Norway makes Norges Bank rate cuts unlikely for now

Norway’s inflation surprised higher (3.6% headline, 3.4% core), pushing rate cuts further away. The krone jumped, helped by rising oil. Watch real rates and crude for NOK’s next move. – vtmarketsmy.com

NZD/USD rises toward 0.6060 as weaker dollar supports it ahead of US nonfarm payrolls data

NZD/USD nears two-week highs as a weaker US dollar and Fed-cut bets lift the Kiwi. NFP, China stimulus, and rising volatility drive upside, but NZ unemployment and RBNZ cuts cap gains. – vtmarketsmy.com

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