Nomura sees eurozone growth surging above potential in 2026–27, led by Germany and Spain, risking higher inflation. That could force a hawkish ECB—boosting swaps, euro, equities, volatility. – vtmarketsmy.com
Germany’s 2026 wage round covers 10 million workers. Deutsche Bank sees pay growth nearing 3%, boosted by minimum wage hikes. Easing inflation could lift spending—yet may keep ECB rates higher. – vtmarketsmy.com
Norway’s inflation surprised higher (3.6% headline, 3.4% core), pushing rate cuts further away. The krone jumped, helped by rising oil. Watch real rates and crude for NOK’s next move. – vtmarketsmy.com
NZD/USD nears two-week highs as a weaker US dollar and Fed-cut bets lift the Kiwi. NFP, China stimulus, and rising volatility drive upside, but NZ unemployment and RBNZ cuts cap gains. – vtmarketsmy.com
UK growth is sputtering—could a March rate cut be next? TD sees December GDP +0.1% led by manufacturing, flat services. Q4 ended 0.0%. Falling inflation and softer jobs boost cut odds. – vtmarketsmy.com
Global investors still favor US tech as markets calm, with cross-border demand holding a premium despite below-peak allocations. Lower volatility makes options attractive ahead of Q1 2026 earnings. – vtmarketsmy.com
Dollar weakness is driven by sentiment, not data. Now all eyes on the jobs report: a miss could spark rate-cut bets and sink DXY; a beat may only briefly lift it. – vtmarketsmy.com
Gold rebounds toward $5,100 as the dollar weakens ahead of payrolls. But “higher-for-longer” rates cap upside. Watch $5,100 breakout or $4,800 drop; central-bank buying supports. Volatility likely. – vtmarketsmy.com
TD Securities sees weak January payrolls (+45k vs 70k), but unemployment staying 4.4%—or dipping to 4.3%—could turn markets hawkish, flatten yields, and intensify rate-cut uncertainty. – vtmarketsmy.com
USD/JPY bounced to 153.25 but stays sharply down as Japan’s post-election yen surge and BOJ tightening meet softer US data and Fed easing. Narrowing yield spreads keep downside pressure. – vtmarketsmy.com
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