Germany’s Ifo expectations hit 90.5 in February, matching forecasts—no surprise, no lift. It signals stagnation, boosts ECB cut odds, favors long Bunds, caps DAX upside, and pressures EUR/USD. – vtmarketsmy.com
Germany’s Ifo assessment beat forecasts at 86.7, hinting the slump may be easing. That could lift the DAX and euro, limit ECB cuts, but one month isn’t a trend. – vtmarketsmy.com
EUR/JPY pauses near 182.70 after a three-day climb, squeezed between 9-day support and 50-day resistance. Break above 182.80 targets 186.88; slip below 182.62 risks 177.80/175.70, volatility. – vtmarketsmy.com
Court slams IEEPA tariffs, halving effective rates—but markets may not relax. Watch Section 232 uncapped levies, sector winners/losers, spiking VIX, and FX swings hitting electronics, machinery, semis, autos. – vtmarketsmy.com
Trade shocks aren’t over: 2025’s 15% import surcharge widened the $65B deficit, lifting DXY above 103. Stay nimble—use dollar and Treasury options, plus VIX calls, hedging geopolitical volatility. – vtmarketsmy.com
USD/CAD stalls near 1.3645, capped under 1.3700. Softer USD from 15% tariffs battles weaker CAD from slipping oil. Bearish double-top signals downside; higher Canadian rates and firm crude favor further losses. – vtmarketsmy.com
Strong currencies are forcing central banks’ hands: BNY sees rate cuts in Israel and Hungary as inflation cools. Israel’s cut looks steady; Hungary’s path may surprise, creating volatility and trades. – vtmarketsmy.com
Silver jumped to $86.50 on tariff-policy uncertainty after a Supreme Court block, weakening the dollar and boosting safe-haven demand. In 2026, prices are calmer, driven by industrial solar/EV demand. – vtmarketsmy.com
Oil markets on edge: Brent slips to $70.85 after a two-day surge as weekend risk premium fades. But US–Iran strike fears, rising volatility, and Hormuz disruption risk could trigger sudden spikes. – vtmarketsmy.com
Swiss producer/import prices fell 2.2% in January—deflation is deepening. Weak growth and low inflation raise March SNB rate-cut odds, pressuring CHF, boosting SMI exporters, and favoring EUR/CHF and SARON trades. – vtmarketsmy.com
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