AUD/USD hit 0.7147 in 2025 on RBA hike bets amid 5% inflation expectations. Now inflation cooled, RBA and Fed paused, AUD/USD ranges near 0.6650; low-volatility strategies. – vtmarketsmy.com
USD/CAD hovers near 1.357 as weaker US data and soft CPI cap the dollar. But USMCA exit fears support USD. Volatility rises—options straddles/strangles may profit. – vtmarketsmy.com
Bank of Canada stays cautiously dovish: rates seen slightly stimulative, cuts not imminent despite slowing jobs, with 2.9% inflation sticky. USMCA and geopolitics add risk, keeping CAD range-bound. – vtmarketsmy.com
Australia’s RBA warns more rate hikes may come as inflation stays above target and expectations rise. With cash rates at 3.85%, bond yields and the Australian dollar could climb. – vtmarketsmy.com
UK growth just plunged: NIESR’s three‑month GDP estimate sank to 0.3% in January from 4.296%. Markets now expect BoE rate cuts, weaker pound, FTSE 250 risk, gilts upside. – vtmarketsmy.com
RBC sees steady US outlook: productivity boosts 2025 growth, unemployment near 4.5% in 2026. Data delays muddy inflation; Fed holds 3.5–3.75%. Trade calm, hedge shocks: sell rate vol, buy VIX. – vtmarketsmy.com
Jobless claims dipped to 227K, but rising four-week averages and continuing claims hint labor weakening. Markets shrugged, easing Fed tightening odds. With low volatility, investors may hedge stocks and dollar downside. – vtmarketsmy.com
USD/JPY surged on the “Takaichi trade,” but momentum is fading as the BoJ turns hawkish. With inflation, wage gains, and narrowing yield gaps, analysts expect yen recovery toward 145. – vtmarketsmy.com
Jobless claims hit 1.862M, above the 1.85M forecast—hinting at a softening labor market. Traders now see May rate-cut odds rising, plus higher volatility: hedge equities, consider bonds and VIX calls. – vtmarketsmy.com
Germany’s current account surplus rose to €16.1bn in December, signaling export resilience. That could support a stronger euro, boost the DAX, and keep ECB rates higher versus US/UK. – vtmarketsmy.com
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