Malaysia surged: 4Q25 GDP hit 6.3%, full-year 5.2%, easing to 4.5% in 2026. Domestic demand, tourism, AI help; US tariffs threaten tech; hedges and selective domestic plays. – vtmarketsmy.com
Silver jumped 2.5% to $77.20 after soft US inflation, but stays down weekly. Watch $75 and $64 support, $80 resistance. Sticky inflation could weigh, while solar demand supports a range. – vtmarketsmy.com
Oil bulls are backing off: CFTC net longs fell to 117.8K from 124.6K as weak global PMI and rising U.S. inventories fuel bearish risk—consider hedges before WTI tests $70. – vtmarketsmy.com
Speculators just boosted euro net longs to 180.3K—highest in six months—hinting at a euro rally. Firm Eurozone inflation vs weak US sales fuels optimism, but crowded positioning risks sharp reversals. – vtmarketsmy.com
Speculators just boosted bullish AUD bets: CFTC net longs jumped to 33.2K from 26.1K. Strong China data, firm commodities, and RBA-vs-Fed rate divergence fuel AUD/USD upside. – vtmarketsmy.com
CFTC data shows S&P 500 speculators are cutting shorts: net positions improved to -105.1K from -132.9K. Cooling CPI (2.9%) may spur short-covering, hinting at a 2022-style rally. – vtmarketsmy.com
Gold bulls are quietly retreating: CFTC shows speculators cut net long positions to 160K from 165.6K as cooler inflation, steady Fed rates, and a firm dollar dampen rally momentum. – vtmarketsmy.com
Speculators just doubled GBP bearish bets: CFTC net shorts sank to -25.8K from -13.9K. Hot inflation, weaker growth and political risk weigh. Consider GBP/USD put spreads, but crowded shorts risk squeezes. – vtmarketsmy.com
Yen shorts are still packed: speculators hold -19.1K contracts, barely changed. Wide U.S.–Japan rate gaps fuel carry trades, but crowded bets risk a sudden squeeze—cheap options hedges can help. – vtmarketsmy.com
India’s revamped CPI (2024 base) shows January inflation at 2.8%, back in RBI’s 2–6% band. Lower food weight may cut volatility, keeping rates at 5.25% and markets calmer. – vtmarketsmy.com
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