Australia’s wages rose 0.8% in Q4, matching forecasts—so no shock for the RBA. Volatility drops, “higher for longer” holds, and markets watch CPI/jobs next for the next big move. – vtmarketsmy.com
Australia’s wage growth stayed stuck at 3.4% in Q4, while inflation fell into the RBA’s target. Markets now expect rate cuts—bullish for stocks/bonds, bearish for AUD. – vtmarketsmy.com
Gold slips to $4,860 on thin Lunar New Year trading—now all eyes on today’s Fed minutes. Softer rates could boost gold; easing US-Iran tensions cap gains, while central bank buying supports. – vtmarketsmy.com
Japan’s January trade deficit nearly disappeared (¥-1B vs ¥-2.1T expected), surprising markets. Expect yen strength, USD/JPY downside, mixed Nikkei impact, and rising JGB yields as BoJ tightening odds jump. – vtmarketsmy.com
USD/JPY slid toward 153.25 as BoJ hike hopes and Takaichi’s “smart stimulus” boosted yen demand. But strong US data may steady the dollar, raising chances of big, volatile swings. – vtmarketsmy.com
Silver just slid 5% as the dollar held firm—watch $72. A break could target $70/$65, while rebound above $75 may aim for $80. Solar demand and longs support. – vtmarketsmy.com
BNP Paribas sees China holding 5% GDP growth in 2025, then slowing in 2026 amid weak demand, property stress, deflation and protectionism—prompting defensive hedges, yuan downside plays and volatility strategies. – vtmarketsmy.com
Markets brace for RBNZ’s first 2026 decision: likely hold at 2.25%, but new Governor Breman’s guidance could spark NZD/USD breakout from 0.6000–0.6094 amid hot CPI and key US data. – vtmarketsmy.com
RBA flags data-driven moves as markets eye another hike; key Aussie wages/jobs and US Fed minutes loom. AUD/USD struggles amid strong USD, weaker China demand, softer iron ore, tight support/resistance range. – vtmarketsmy.com
Australia faces a policy clash: the RBA signals more rate hikes as forecasts strengthen, while a 5% deposit homebuyer scheme fuels prices. Inflation stays high, markets reprice, and rates volatility rises. – vtmarketsmy.com
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