US–India trade deal tariff cuts may briefly lift the rupee: USD/INR could dip under 90, targeting 89.50 by Q1 2026. But FDI outflows and deficits may drive 93.00 by end-2026. – vtmarketsmy.com
Singapore’s 2026 Budget aims to boost SMEs and capital markets, bolstering SGD strength. USD/SGD nears decade lows as traders price more SGD gains amid record equities and low volatility. – vtmarketsmy.com
China’s inflation looks artificially weak after holiday effects, but reflation remains slow. With GDP at 4.5%, PBOC may ease further, nudging USD/CNY higher—watch February 20. – vtmarketsmy.com
Hong Kong’s 2026 growth outlook just jumped to 3.2%, fueled by finance and rising confidence. With softer HIBOR early, expect stronger equities, retail, housing, and IPO-driven volatility—options and rates trades beckon. – vtmarketsmy.com
Malaysia surged: 4Q25 GDP hit 6.3%, full-year 5.2%, easing to 4.5% in 2026. Domestic demand, tourism, AI help; US tariffs threaten tech; hedges and selective domestic plays. – vtmarketsmy.com
Silver jumped 2.5% to $77.20 after soft US inflation, but stays down weekly. Watch $75 and $64 support, $80 resistance. Sticky inflation could weigh, while solar demand supports a range. – vtmarketsmy.com
Oil bulls are backing off: CFTC net longs fell to 117.8K from 124.6K as weak global PMI and rising U.S. inventories fuel bearish risk—consider hedges before WTI tests $70. – vtmarketsmy.com
Speculators just boosted euro net longs to 180.3K—highest in six months—hinting at a euro rally. Firm Eurozone inflation vs weak US sales fuels optimism, but crowded positioning risks sharp reversals. – vtmarketsmy.com
Speculators just boosted bullish AUD bets: CFTC net longs jumped to 33.2K from 26.1K. Strong China data, firm commodities, and RBA-vs-Fed rate divergence fuel AUD/USD upside. – vtmarketsmy.com
CFTC data shows S&P 500 speculators are cutting shorts: net positions improved to -105.1K from -132.9K. Cooling CPI (2.9%) may spur short-covering, hinting at a 2022-style rally. – vtmarketsmy.com
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