Malaysia just clocked its fastest growth since 2022: 4Q25 GDP surged 6.3%, lifting 2025 to 5.2% above forecasts. But expect cooling in 2026, steady rates, and hedging-focused markets. – vtmarketsmy.com
Bank Indonesia is set to hold rates at 4.75%, prioritizing rupiah defense over growth. Expect stronger FX intervention, lower USD/IDR volatility, and potential opportunities in range-bound options strategies. – vtmarketsmy.com
China is guiding the yuan stronger after the tariff truce, boosting credibility and global use. USD/CNY trends lower, volatility is suppressed, and yield spreads attract inflows—creating opportunities in CNH longs, puts, and carry. – vtmarketsmy.com
Markets expect RBNZ to hold rates at 2.25% tomorrow, but hot 3.1% inflation and ultra-low 3.3% unemployment could force hawkish guidance—sparking NZ dollar volatility and rate-hike bets. – vtmarketsmy.com
Asia’s top currency no more? Malaysia’s ringgit surged early on growth and exports, but weaker GDP and USD/MYR near 4.78 shift focus to steady rates, firm exports, and range-trading options. – vtmarketsmy.com
Silver slides nearly 1% as a stronger dollar and bearish momentum trap prices in a $75–$80 range. Watch $75: break risks $70+ drops; reclaim $80 targets $85–$90. – vtmarketsmy.com
Markets are calm, but Friday’s US Core PCE could shake everything. Dollar stays strong, majors softer, gold far below 2025 highs. Traders watch UK data, Fed minutes, Canada CPI, and geopolitics. – vtmarketsmy.com
USD/SGD is stuck near lows as soft US data fuels Fed cut bets and SGD stays strong. Watch 1.2590 support and 1.2670–1.2710 resistance; range trades may win. – vtmarketsmy.com
Gold slid below $5,000 in thin holiday trade as the dollar rose. Fed caution clashes with rate-cut bets, risking more downside. Watch $4,900 support, key data, and geopolitical shocks. – vtmarketsmy.com
BNY expects the Philippine central bank to cut rates to 4.25% on Feb 19 as growth slows. Inflation looks contained, but peso support may weaken, sparking USD/PHP options and forwards trades. – vtmarketsmy.com
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