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Recent Posts by davin

Commerzbank’s Erik Liem says a delayed US labour report and Fed cuts will steer the dollar and rate pricing

All eyes on US jobs data: Commerzbank says payrolls will drive the dollar and rates. Markets price three 2026 cuts, but only a big downside shock moves yields; traders eye volatility/curve trades. – vtmarketsmy.com

With the US dollar staying weak, USD/CAD extends its four-day decline, lifting the Canadian dollar to a two-week high

USD/CAD hits a two-week low near 1.3500 as weak US data fuels Fed cut bets. Rising oil and sticky Canadian inflation boost CAD; a break below 1.3500 could accelerate. – vtmarketsmy.com

XAG/USD silver extends gains for a second session, trading near $82.60 and eyeing $83.00 amid wedge resistance

Silver nears $82.60, coiling in a descending wedge. Watch $84.50–$84.66: a breakout could target $121.66. Failure risks $79.91, then $64/$59. Strong DXY may cap gains. – vtmarketsmy.com

USD/JPY slips to around 153.15 as stimulus hopes boost yen demand; traders await upcoming US jobs data

Yen rallies: USD/JPY dips near 153 as foreign investors pour into record Japanese stocks. Fiscal optimism boosts JPY, but all eyes on today’s US jobs report—big upside surprise risk. – vtmarketsmy.com

Rabobank analysts explain Europe’s shifting geoeconomic strategy and its complex relationship with the United States

Markets are bracing for Munich: EU–US ties could reset or rupture. Europe’s security, trade, and tech stance is shifting, boosting volatility, pressuring EUR/USD, and reshaping defense, autos, and China-linked sectors. – vtmarketsmy.com

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