Policy

7 May 2026
Mexico inflation undershoots forecasts, fuelling Banxico rate-cut bets and weighing on peso carry trades

Mexico’s April headline inflation rose 0.2%, below the 0.25% forecast, signaling weaker-than-expected monthly price pressures.

7 May 2026
Villeroy underscores ECB data-driven stance as traders pivot to volatility plays in EUR/USD

Villeroy urged ECB to adjust policy based on economic data, avoiding date-driven moves or forward guidance signals.

7 May 2026
CNB seen holding at 3.50% as energy-driven inflation risks rise, keeping EUR/CZK rangebound

Commerzbank expects CNB to hold rates at 3.50%, but rising energy prices raise inflation and hike risks.

7 May 2026
BNY’s Yu flags CEE fiscal divergence, puts Romania’s leu at centre of FX and carry trade risk

Rising fiscal strain drives CEE FX and carry trades; central banks stay dovish as deficits pressure inflation expectations.

7 May 2026
South Korea’s FX reserves rise to $427.88bn, bolstering won defence and easing volatility

South Korea’s foreign exchange reserves rose to $427.88bn in April, up $4.22bn from March’s $423.66bn.

14 April 2025
Week Ahead: Tariff Reversal Sparks Market Whiplash

US stocks bounced as Trump paused tariffs for 90 days, but traders remain cautious as inflation and policy risks linger. -vtmarkets.com

20 March 2025
USDX Holds Steady Amid Fed’s Rate-Cut Signals

The USDX stays steady after Powell’s reassurance on rate cuts, with no immediate reaction to the Fed’s decision. Stocks rally as markets digest the Fed’s signals. -vtmarkets.com

20 March 2025
Week Ahead: Fed Pause on the Horizon

The Fed is ending QT—what’s next for stocks, bonds, and crypto? Explore market trends, risks, and key levels to watch. – vtmarkets.com

19 March 2025
Euro Rises to Six-Month High Before Pullback

EURUSD hits a six-month high before retracing, as traders watch central bank moves and global uncertainties. Key levels will dictate its next direction. -vtmarkets.com

24 February 2025
Week Ahead: Rate Cuts Come Down on Currencies

Central bank rate cuts and shifting tariff plans drive this week’s market trends. Dollar moves, inflation risks, and volatility ahead. – vtmarkets.com

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