US wages jumped 3.7% in January, beating forecasts and reigniting inflation fears. Markets now see fewer Fed cuts, higher volatility, pressure on tech stocks, and a stronger dollar. – vtmarketsmy.com
Unemployment dipped to 4.3%, beating forecasts and signaling a hotter economy. With inflation stuck at 3.1%, the Fed may keep rates higher longer—pushing yields up, delaying cuts, and boosting hedges. – vtmarketsmy.com
Payrolls surged 130,000 vs 70,000 expected—shaking markets. The Fed may delay cuts, lifting yields and the dollar. Prepare for stock pullbacks with puts, favor long volatility, short Treasuries. – vtmarketsmy.com
Canada’s building permits jumped 6.8% in December, beating forecasts and signaling stronger momentum. Sticky inflation and firm oil reduce near-term BoC cuts—boosting CAD and enabling targeted options in FX, equities. – vtmarketsmy.com
Australian dollar jumps 6.5% as RBA stays tough on inflation. Markets now debate the next move—possible May hike or later cuts—boosting volatility and making AUD/USD options straddles attractive. – vtmarketsmy.com
Russia’s trade surplus surged to $10.021bn in December from $6.795bn, signaling robust exports. Expect pressure on oil rallies, ruble strength, higher volatility, and spillover risks for rival commodity producers. – vtmarketsmy.com
Nomura sees eurozone growth surging above potential in 2026–27, led by Germany and Spain, risking higher inflation. That could force a hawkish ECB—boosting swaps, euro, equities, volatility. – vtmarketsmy.com
Germany’s 2026 wage round covers 10 million workers. Deutsche Bank sees pay growth nearing 3%, boosted by minimum wage hikes. Easing inflation could lift spending—yet may keep ECB rates higher. – vtmarketsmy.com
Norway’s inflation surprised higher (3.6% headline, 3.4% core), pushing rate cuts further away. The krone jumped, helped by rising oil. Watch real rates and crude for NOK’s next move. – vtmarketsmy.com
NZD/USD nears two-week highs as a weaker US dollar and Fed-cut bets lift the Kiwi. NFP, China stimulus, and rising volatility drive upside, but NZ unemployment and RBNZ cuts cap gains. – vtmarketsmy.com
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