Russia’s producer prices plunged 2.5% in January, deepening deflation fears. Softer demand could spur a March rate cut, weaken the ruble, and boost volatility across Russian assets, commodities. – vtmarketsmy.com
Don’t just watch—buy the ticket: Nifty surged 350–400 points, targets 26,000 with 25,500 support. Bank Nifty nears record highs; low VIX and strong FII/GDP boost bullish option strategies. – vtmarketsmy.com
Rate cuts are delayed, not dead: Rabobank expects three 25bp Fed cuts in 2026 starting June, then September and October, as strong jobs data push timing back despite cooling inflation. – vtmarketsmy.com
Palo Alto Networks slid 9% despite beating earnings, as diluted EPS guidance tied to the $25B CyberArk deal spooked markets. Technical support at $142–$144, high volatility, options premiums signal opportunity. – vtmarketsmy.com
USD/CHF is stuck in a tight range as traders await Fed minutes. A cautious Fed versus a dovish SNB keeps the franc weak—setting up a potential breakout and options opportunity. – vtmarketsmy.com
EUR/USD slid to 1.1817 as rumors Lagarde may exit early rattled the euro. Strong US output and housing boosted the dollar, while traders await FOMC minutes that could upend rate-cut bets. – vtmarketsmy.com
Australia’s leading index has flatlined, signaling stalled growth. Weak sentiment and housing drag, while commodities support AUD. A hawkish RBA may hike anyway, fueling AUD/USD range-bound volatility. – vtmarketsmy.com
US industrial production jumped 0.7% in January, beating forecasts. That surprise strength challenges slowdown fears, cuts rate-cut odds, supports “higher for longer,” boosts USD, industrial stocks, and copper demand. – vtmarketsmy.com
US factory capacity use slipped to 76.2% in January, missing forecasts and hitting a year low. Cooling inflation fuels rate-cut bets, pressuring the dollar and boosting defensive hedges. – vtmarketsmy.com
Nomura says UK wages and jobs are cooling, supporting BoE-ECB rate convergence. Sticky services inflation may delay near-term cuts. Narrowing spreads can lift EUR/GBP, amid by-election and EU-trade risks. – vtmarketsmy.com
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