Core US inflation rose 0.3% in January, matching forecasts—steady disinflation, less Fed surprise. March rate cut looks unlikely; May/June possible. Expect calmer bonds, lower volatility, range-bound stocks, options opportunities. – vtmarketsmy.com
Cooler-than-expected January CPI (325.25 vs 325.41) is reshaping markets: traders now see earlier Fed cuts, VIX may sink, tech could rally, and 2-year yields fall—jobs data is next. – vtmarketsmy.com
CPI surprised lower at 2.4%, signaling cooling inflation and boosting June 2026 Fed cut odds. Lower rates could lift Nasdaq, sink VIX, weaken dollar, and boost gold. – vtmarketsmy.com
Norway’s oil investment outlook just surprised higher, signalling a stronger economy and fewer near-term rate cuts. With more central bank transparency, expect smoother krone gains and overpriced volatility. – vtmarketsmy.com
Euro slides below 1.1860 despite solid Eurozone GDP—risk-off and upcoming US CPI dominate. With Fed staying hawkish versus a dovish ECB, the dollar leads. Consider hedging: euro puts or short EUR/USD futures. – vtmarketsmy.com
Silver rebounds to $77 but stays stuck under $79, marking a third weekly drop. All eyes on US CPI: hot data may sink it to $64; cool inflation could spark $81+. – vtmarketsmy.com
US dollar climbed after strong jobs data, hitting Aussie and krone hardest. Sticky 2.8% core CPI dims Fed cuts, lifts volatility, and boosts options appeal—favoring near-term dollar strength. – vtmarketsmy.com
Norway’s krone surged after January core inflation hit 4.2%, wiping out 2026 rate-cut bets and dragging EUR/NOK near 11.35. Volatile inflation may fall to 3%, reviving cuts. – vtmarketsmy.com
Trade tensions are trapping USD/CAD in a 1.36–1.41 range through 2026: weaker USD and narrower rate spreads offset a “tariff premium” on CAD. Volatility should rise ahead of July 1 USMCA review. – vtmarketsmy.com
EUR/USD is stuck as traders await delayed US January CPI. Headline may cool on cheaper fuel, but core could stay hot, shifting rate-cut bets and sparking a volatility breakout. – vtmarketsmy.com
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