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
Swiss producer/import prices unexpectedly fell 0.2% in January, signaling faster cooling inflation. That could push the SNB toward earlier rate cuts—potentially weakening CHF—creating opportunities in EUR/CHF, SARON futures, and Swiss equity calls. – vtmarketsmy.com
Tech stocks wobble as AI spending soars and threatens software. Amazon’s $200B 2026 capex alarms investors. Nvidia’s Feb. 25 earnings loom, fueling 120% option volatility and hedging. – vtmarketsmy.com
GBP/JPY slipped to 208.80 as Yen demand jumped after a US Supreme Court tariff ruling and possible BoJ hike bets. Strong UK sales/PMI supported Pound, but bearish charts hint lower. – vtmarketsmy.com
Hello there 👋
On hold
Hello there 👋
Scan the QR code with your smartphone to start a chat with us, or click here.
Don’t have the Telegram App or Desktop installed? Use Web Telegram instead.
