UK house price growth hit 0% in February, signaling a stalled market. With approvals down and inflation sticky, consider bearish or hedging puts on housebuilders, financials, FTSE 250, and GBP. – vtmarketsmy.com
South Korea’s trade surplus vanished in January, dropping from $8.74bn to zero—raising red flags. Weak exports, pricier energy imports, and rising volatility could hit the won and KOSPI. – vtmarketsmy.com
UK house prices just hit the brakes: Rightmove shows February growth fell to 0% from 2.8%. Cooling demand could push BoE toward cuts, hit UK stocks, and weaken GBP. – vtmarketsmy.com
Japan’s GDP grew just 0.1%, missing forecasts and signaling slowdown. Expect a dovish BoJ, weaker yen—favor USD/JPY calls. A softer yen boosts exporters; consider long Nikkei futures. – vtmarketsmy.com
Japan’s GDP deflator stayed hot at 3.4% in Q4 2025—wake-up call for the BOJ. Expect hawkish shifts, higher yields, stronger yen, shakier Nikkei, and rising volatility. – vtmarketsmy.com
Japan’s Q4 annualised GDP rose just 0.2%, missing 1.6% forecasts—sparking stagnation fears. BoJ rate hikes look unlikely, boosting yen weakness, carry trades, and exporters, prompting USD/JPY option plays. – vtmarketsmy.com
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
Hello there 👋
On hold
Hello there 👋
Scan the QR code with your smartphone to start a chat with us, or click here.
Don’t have the Telegram App or Desktop installed? Use Web Telegram instead.
