RBA’s Plumb says quarterly CPI stays the key inflation guide, with monthly data a supporting check. Markets may swing most in late April 2026 CPI, as cooling prices hint rate cuts and AUD weakness. – vtmarketsmy.com
Kiwi dollar slips as RBNZ stays dovish and hikes get repriced. US tariff turmoil boosts market fear, supporting USD. Watch 0.5950 support; options may hedge downside amid volatile trade risks. – vtmarketsmy.com
Australia’s rate hike puts inflation front and center: CPI could boost AUD, but weak China demand, softer iron ore, and looming US tariffs add downside risk. AUD/USD stalls below 0.7100. – vtmarketsmy.com
India’s economy is expanding, but the rupee still wobbles: strong PMIs, rising hiring, and $5B inflows meet importer dollar demand. Traders eye USD/INR option strategies as volatility falls. – vtmarketsmy.com
Tariffs on China just got a surprise reset: Supreme Court removed IEEPA duties, possibly replaced by 15% Section 122. Expect trade recovery, stronger yuan, rebounds in China stocks, shipping, calmer markets. – vtmarketsmy.com
USD/JPY slips as stocks sag, boosting haven yen and gold. A Supreme Court tariff ruling dents the dollar, while Fed signals, weak orders, key technical levels, and intervention risk shape volatility plays. – vtmarketsmy.com
Nvidia trades near $190 ahead of Wednesday earnings, with $193 resistance in focus. Big revenue hopes, AI partnerships, and China GPU sales fuel bullish calls—yet Burry fears “sell-the-news”; volatility favors straddles. – vtmarketsmy.com
Vietnam stands to win big as the US adopts a flat 15% Section 122 tariff, boosting export competitiveness, growth, and trade. Traders eye stronger VND and Vietnam equities. – vtmarketsmy.com
Vietnam stands to be ASEAN’s biggest winner as the US adopts a flat 15% Section 122 tariff, boosting export competitiveness, GDP and exports—supporting VND strength and bullish Vietnam equities. – vtmarketsmy.com
MUFG sees USD/CNY drifting lower as the dollar weakens and U.S. tariffs shift. Falling effective tariffs boost China, reduce export rerouting, lift U.S.-bound exports, and ease volatility. – vtmarketsmy.com
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