Silver slid near $87 as China’s forced liquidation and stricter delivery rules hit prices, plus a stronger dollar. Yet supply deficits, EV/AI demand, and solar tech shifts keep bullish upside alive. – vtmarketsmy.com
Australia’s inflation surprised: CPI held at 3.8% (above forecasts), boosting AUD/USD. With core inflation sticky, jobs tight, and iron ore rising, markets may bet on another RBA hike. – vtmarketsmy.com
AUD/USD ticked up on hot Aussie inflation but stayed range-bound as Trump, tariffs, and Iran risks loom. Yield gaps still favor USD, while low volatility makes cheap options attractive. – vtmarketsmy.com
Australia’s construction unexpectedly fell, flashing a growth warning. Q4 GDP may disappoint, dragging AUD lower and boosting RBA cut odds. Expect volatility; consider defensive options in AUD, ASX, builders. – vtmarketsmy.com
Japan’s service inflation stayed hot at 2.6% in January, boosting odds of a BoJ rate hike. JGB yields rise, USD/JPY may fall, traders eye yen calls. – vtmarketsmy.com
USD/JPY jumped to 155.86 as yen weakness met BoJ rate-hike doubts. But the tide turned in 2025: BoJ slowly tightened, Fed softened—now rallies toward 152–153 look sellable. – vtmarketsmy.com
Fed’s Collins signals rates may stay on hold: policy is mildly restrictive, inflation stubborn at 2.8%, jobs steady. Productivity and AI could aid disinflation. Expect calmer rate volatility, firmer dollar. – vtmarketsmy.com
Kiwi sliding? NZD/USD hovers near 0.5960 as RBNZ delays hikes to 2026. RBA tighter, US risk-off and tariffs boost USD. Bearish wedge: break 0.5940 targets lower. – vtmarketsmy.com
Fed’s Barkin says policy is well positioned, AI won’t shock growth, and inflation is easing but still above target. With softer jobs and limited pricing power, the Fed waits—keeping markets range-bound. – vtmarketsmy.com
Gold slips to $5,140 as profit-taking and a hawkish Fed boost the dollar. Watch Trump’s State of the Union and Iran talks—trade and geopolitics could spark the next big move. – vtmarketsmy.com
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