Rate cuts may come, Chicago Fed’s Goolsbee says—but sticky services inflation keeps the Fed cautious. Strong jobs and consumers reduce urgency, potentially delaying cuts and boosting volatility, dollar strength, and pressuring gold. – vtmarketsmy.com
Dollar slips despite solid jobs as softer inflation shifts rate bets. Watch packed central-bank week: ECB possibly cuts first, AUD loses tailwind, GBP stays choppy, gold ranges; data/option volatility may spike. – vtmarketsmy.com
Taiwan’s 2026 growth outlook just doubled: Standard Chartered sees 8% GDP, driven by booming semiconductor exports. Expect bumpy quarters, stronger TWD, tech-led equities, and property curbs. – vtmarketsmy.com
Gold jumped 2%, reclaiming $5,000 after cooler US inflation eased rate fears. Falling yields and a weaker dollar boosted sentiment. Traders eye $5,100-$5,200, with hedges near $4,950. – vtmarketsmy.com
Singapore’s FY26 budget boosts AI and strategic industries, signaling stronger growth, firmer tax and investment revenues, and targeted relief—already lifting stocks and the SGD, with tech-focused option opportunities. – vtmarketsmy.com
Malaysia surged 5.2% in 2025 as AI investment and spending boomed. But can it last? Growth may slow to 4.5% in 2026; BNM likely holds rates, supporting Ringgit. – vtmarketsmy.com
US oil rigs just dropped to 409, signaling slower future output. With inventories down nearly 3 million barrels, supply tightens—boosting oil price prospects unless OPEC+ hikes or demand falters. – vtmarketsmy.com
India’s inflation story flipped fast: CPI was 2.8% in 2025, but hit 5.1% by Jan 2026 on food and energy, boosting GDP 7.8% and raising RBI hike, volatility hopes. – vtmarketsmy.com
Calm bonds, cooling inflation, and 3% growth could reshape 2026 trades: Bessent favors de-risking with China, not decoupling. Consider positioning for rate cuts, low volatility, and reshoring sector winners. – vtmarketsmy.com
Stocks rebounded after Thursday’s plunge as cool inflation boosted June rate-cut odds to 83%. Winners: chips and EVs; losers: ad and consumer names. Trade divergence with options, watch key Dow support. – vtmarketsmy.com
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