Live Updates

    17 February 2026
    BBH’s Elias Haddad expects January inflation to ease, keeping Canadian rates at 2.25% and Q1 price growth near target

    Cooling Canadian inflation could lock in a steady Bank of Canada—and a sleepy USD/CAD. BBH sees 2.4% headline, 2.55% core, range 1.3500–1.3800, favoring low-volatility options trades. – vtmarketsmy.com

    17 February 2026
    During European trading, AI-related risk aversion nudges US index futures slightly lower overall

    US stock futures slip as AI fears cool risk appetite. Eyes turn to Fed minutes, key inflation data, and big earnings. Traders explore hedging puts, semi-vs-software pairs, or premium-selling. – vtmarketsmy.com

    17 February 2026
    Italy’s EU trade deficit widens to €2.447B, down from €1.959B previously

    Italy’s EU trade deficit widened to €2.447B in December—an economic warning sign. With falling industrial output and wider bond spreads, traders eye FTSE MIB puts, BTP-Bund bets, and EUR/USD volatility. – vtmarketsmy.com

    17 February 2026
    MUFG’s Derek Halpenny says stronger JGBs are easing fiscal worries, but risk-off still dominates as the yen leads G10 on lower yields

    Risk-off jitters hit markets: yields and stocks slid, gold fell, but the yen surged on strong JGB demand and easing fiscal fears. Traders eye USD/JPY downside, options plays, and lower volatility. – vtmarketsmy.com

    17 February 2026
    Traders watch FOMC minutes as the Dollar Index holds above 97.00 near 97.20 in Europe

    DXY stays near 97.20 as traders await Fed minutes, GDP and PCE. Markets price mid-year cuts, but strong jobs and sticky inflation keep dollar firm—setting up volatile options opportunities. – vtmarketsmy.com

    17 February 2026
    Deutsche Bank’s Raja says weak UK labour market supports BoE rate cuts as slack rises and unemployment climbs

    UK jobs market is cracking: payrolls down five months, unemployment 5.2% and redundancies high. Rising slack may trigger BoE cuts by summer—boosting SONIA, weakening GBP, lifting equities, increasing volatility. – vtmarketsmy.com

    17 February 2026
    BNP Paribas expects 2026 eurozone growth of 1.6%, helped by Germany’s stimulus and defence spending, with inflation below 2%

    Europe may surprise in 2026: BNP Paribas sees Eurozone growth at 1.6%, inflation below 2%, and ECB hikes delayed to 2027—supporting a stronger euro, weaker dollar, and EUR/GBP near 1.20. – vtmarketsmy.com

    17 February 2026
    GBP/JPY falls 0.85% to around 207.50 after weaker UK jobs data sparks heavy selling pressure

    GBP/JPY slid 0.85% near 207.50 as UK jobs data weakened: unemployment hit 5.2%, wage growth cooled, boosting BoE cut bets. Yen stayed firm; traders eye puts ahead CPI. – vtmarketsmy.com

    17 February 2026
    WTI trades above $63 as markets calm, with traders watching US-Iran talks and rangebound prices

    Oil prices dip quietly as US–Iran talks and OPEC+ output plans loom—but today’s bigger hook is elevated volatility and Hormuz risk, with demand outpacing supply, making options strategies attractive. – vtmarketsmy.com

    17 February 2026
    Danske now expects the Fed to cut rates in June and September and hold them at 3.00–3.25% through 2026–2027

    Hot jobs data just pushed Fed cuts back: Danske now sees two 25bp moves in June and September, not March. Expect stronger dollar, repriced front-end rates, and choppier equity hedging. – vtmarketsmy.com

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