Singapore’s FY26 budget boosts AI and strategic industries, signaling stronger growth, firmer tax and investment revenues, and targeted relief—already lifting stocks and the SGD, with tech-focused option opportunities. – vtmarketsmy.com
Malaysia surged 5.2% in 2025 as AI investment and spending boomed. But can it last? Growth may slow to 4.5% in 2026; BNM likely holds rates, supporting Ringgit. – vtmarketsmy.com
US oil rigs just dropped to 409, signaling slower future output. With inventories down nearly 3 million barrels, supply tightens—boosting oil price prospects unless OPEC+ hikes or demand falters. – vtmarketsmy.com
India’s inflation story flipped fast: CPI was 2.8% in 2025, but hit 5.1% by Jan 2026 on food and energy, boosting GDP 7.8% and raising RBI hike, volatility hopes. – vtmarketsmy.com
Calm bonds, cooling inflation, and 3% growth could reshape 2026 trades: Bessent favors de-risking with China, not decoupling. Consider positioning for rate cuts, low volatility, and reshoring sector winners. – vtmarketsmy.com
Stocks rebounded after Thursday’s plunge as cool inflation boosted June rate-cut odds to 83%. Winners: chips and EVs; losers: ad and consumer names. Trade divergence with options, watch key Dow support. – vtmarketsmy.com
Czech inflation may cool in 2026, but stubborn core and surging services keep the CNB cautious. Markets see a near coin-flip chance of one rate cut, leaving 3.5% likely. – vtmarketsmy.com
Yen surges as US inflation cools, knocking the dollar lower. USD/JPY slides near 152.85, heading for weekly losses. Fed cut bets rise while Japan’s political win and BoJ hikes boost yen. – vtmarketsmy.com
USD/CAD hovered near 1.3625, lifted by a firm US Dollar despite cooled 2025 inflation. Trade- and tariff-risk headlines plus softer oil weakened CAD; now 2026’s hotter CPI favors USD strength. – vtmarketsmy.com
NatWest posted surging income, margins, profits and a bigger dividend, yet shares hit a 200-day low on Evelyn Partners deal fears. Hook: traders may capitalise via put-selling or calls. – vtmarketsmy.com
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