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Sterling dips against the yen as UK political uncertainty weighs, while Japan’s post-election calm supports the yen

GBP/JPY slid to 212.00 as UK leadership turmoil hit the Pound, while Japan’s election clarity and intervention warnings boosted the Yen. Watch UK GDP Thursday—weak data could drop it below 210.00. – vtmarketsmy.com

NBC analysts say softer data, cooler inflation and trade uncertainty make Bank of Canada rate hikes in 2026 unlikely

Canada’s rate-hike hopes for 2026 are fading: weak data, cooler inflation, and trade uncertainty point to no Bank of Canada tightening until 2027—keeping yields steady and pressuring the Canadian dollar. – vtmarketsmy.com

In December, America’s annual Import Price Index eased to 0%, down from 0.1% previously

U.S. import inflation hit 0% in December, hinting cooling prices are spreading. With core CPI at 2.8%, markets expect Fed cuts. Consider long bonds, tech upside, volatility hedges, weaker dollar. – vtmarketsmy.com

In December, the annual US export price index eased to 3.1%, down from 3.3% previously

U.S. export inflation just cooled: prices rose 3.1% in December, down from 3.3%. Easing pressures hint at a less aggressive Fed, potentially weakening the dollar, supporting bonds, and boosting tech-heavy stocks. – vtmarketsmy.com

US export prices rose 0.3% month on month in December, beating the 0.1% forecast

US export prices jumped 0.3% in December, tripling forecasts—an early inflation warning. Hot CPI and strong jobs now delay Fed cuts, boosting dollar and yields, pressuring tech stocks. – vtmarketsmy.com

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