New Zealand’s services growth is slipping: PSI fell to 50.9 in January. High rates are biting, reducing hike odds. Traders may short NZD, favor swaps, hedge NZX50, and short NZD/AUD. – vtmarketsmy.com
Markets calmed after CPI met expectations, lifting stocks and easing Fed fears. But a hotter 2026 CPI revived volatility: VIX rising, tech weakening, dollar firming—favor SPY puts, call spreads, and gold puts. – vtmarketsmy.com
New Zealand card retail sales flipped positive: up 0.4% year-on-year in January after -1%. This hints easing consumer strain, lessens near-term RBNZ cut odds, and may lift NZD and NZX. – vtmarketsmy.com
New Zealand card spending fell 1.1% in January, signaling faster cooling demand. Markets may price earlier RBNZ cuts, pressuring NZD. Consider receiving swaps, buying NZD/USD puts, or long-volatility straddles. – vtmarketsmy.com
US–India trade deal tariff cuts may briefly lift the rupee: USD/INR could dip under 90, targeting 89.50 by Q1 2026. But FDI outflows and deficits may drive 93.00 by end-2026. – vtmarketsmy.com
Singapore’s 2026 Budget aims to boost SMEs and capital markets, bolstering SGD strength. USD/SGD nears decade lows as traders price more SGD gains amid record equities and low volatility. – vtmarketsmy.com
China’s inflation looks artificially weak after holiday effects, but reflation remains slow. With GDP at 4.5%, PBOC may ease further, nudging USD/CNY higher—watch February 20. – vtmarketsmy.com
Hong Kong’s 2026 growth outlook just jumped to 3.2%, fueled by finance and rising confidence. With softer HIBOR early, expect stronger equities, retail, housing, and IPO-driven volatility—options and rates trades beckon. – vtmarketsmy.com
Malaysia surged: 4Q25 GDP hit 6.3%, full-year 5.2%, easing to 4.5% in 2026. Domestic demand, tourism, AI help; US tariffs threaten tech; hedges and selective domestic plays. – vtmarketsmy.com
Silver jumped 2.5% to $77.20 after soft US inflation, but stays down weekly. Watch $75 and $64 support, $80 resistance. Sticky inflation could weigh, while solar demand supports a range. – vtmarketsmy.com
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