Poland’s central bank hints March rate cuts are likely as inflation nears 2.5%, but strong wages may slow easing. Markets bet 3.25% vs NBP’s 3.50%, driving EUR/PLN volatility. – vtmarketsmy.com
Treasury’s 5-year yield fell to 3.615%, signaling strong demand and expectations for Fed rate cuts amid cooling inflation and slower growth. Consider rates futures longs, equity puts, and USD-bearish currency trades. – vtmarketsmy.com
Gold jumps above $5,200 as trade and Iran tensions, plus expected Fed cuts, boost demand. Watch resistance $5,249 and support $5,150; options traders eye calls, puts, and straddles. – vtmarketsmy.com
Kansas City Fed’s Schmid insists politics stay out, praising Powell. Inflation remains sticky, jobs solid, balance sheet won’t shrink pre-crisis—hinting “higher for longer,” slow mortgage runoff, and market volatility. – vtmarketsmy.com
WTI slips to $65.45 as a huge US stockpile build and OPEC+ supply hints stoke oversupply fears. Iran nuclear talks add tension, but later data shows fundamentals beat geopolitics. – vtmarketsmy.com
Yen weakness is driving USD/JPY above 160 despite a soft dollar. Dovish BoJ signals, political pressure, and tame inflation limit tightening. Options traders eye call spreads, but watch MoF intervention risk. – vtmarketsmy.com
Risk is back: FTSE 100 nears 11,000 on cheap valuations and strong banks/miners, with low volatility making calls attractive. Bitcoin up 5% yet range-bound; compressed volatility favors selling premium. – vtmarketsmy.com
Wall Street climbs as traders brace for Nvidia’s blockbuster earnings. Dow +200, S&P +0.5, Nasdaq +1%. Software rebounds, PayPal jumps on Stripe rumors, gold steadies, and Fed rate hold odds hit 96%. – vtmarketsmy.com
Sweden’s January inflation came in soft: services prices fell unexpectedly as car rentals and hotels declined. Nordea flags a weaker outlook, making a Riksbank rate cut possible—pressuring yields and the krona. – vtmarketsmy.com
EUR/USD rebounded near 1.1805 as dollar strength cooled amid new US tariffs and trade tension. Rising options volatility flags bigger swings ahead, with Fed-ECB divergence limiting euro gains despite softer Eurozone inflation. – vtmarketsmy.com
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