US yield curve is steepening: short rates fall on weaker jobs and dovish Fed bets, while long yields rise from heavy Treasury supply and fading foreign demand. Traders eye steepener trades, volatility. – vtmarketsmy.com
GBP/JPY slid to 212.00 as UK leadership turmoil hit the Pound, while Japan’s election clarity and intervention warnings boosted the Yen. Watch UK GDP Thursday—weak data could drop it below 210.00. – vtmarketsmy.com
Canada’s rate-hike hopes for 2026 are fading: weak data, cooler inflation, and trade uncertainty point to no Bank of Canada tightening until 2027—keeping yields steady and pressuring the Canadian dollar. – vtmarketsmy.com
U.S. import inflation hit 0% in December, hinting cooling prices are spreading. With core CPI at 2.8%, markets expect Fed cuts. Consider long bonds, tech upside, volatility hedges, weaker dollar. – vtmarketsmy.com
U.S. export inflation just cooled: prices rose 3.1% in December, down from 3.3%. Easing pressures hint at a less aggressive Fed, potentially weakening the dollar, supporting bonds, and boosting tech-heavy stocks. – vtmarketsmy.com
US export prices jumped 0.3% in December, tripling forecasts—an early inflation warning. Hot CPI and strong jobs now delay Fed cuts, boosting dollar and yields, pressuring tech stocks. – vtmarketsmy.com
Import prices rose just 0.1% in December, missing forecasts—signaling cooling inflation. With core CPI down to 2.8%, markets expect July rate cuts, boosting stocks, weakening the dollar. – vtmarketsmy.com
Wages cooled: the US Employment Cost Index rose 0.7% vs 0.8% expected, boosting hopes of an earlier Fed pivot. Traders eye bonds, tech upside, and falling volatility. – vtmarketsmy.com
Australian confidence is cracking: consumers and businesses feel rate-hike pain. Sentiment falls again, conditions soften, yet inflation stays hot—keeping the RBA hawkish, stirring ASX volatility and pressuring AUD. – vtmarketsmy.com
EUR/USD hovers near 1.1905 as the dollar weakens ahead of key US data. But the 2025 euro rally story flipped: sticky US inflation and strong jobs now favor dollar strength. – vtmarketsmy.com
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