Eamonn Sheridan

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Central Banks
pboc cny yuan note 24 September 2025 8
Central Banks

PBOC sets USD/ CNY reference rate for today at 7.0905 (vs. estimate at 7.1201)

  • PBOC CNY reference rate setting for the trading session ahead.
News
Trump Putin
News

US media says Trump 'quietly' approved a Ukraine-Russia peace plan earlier this week

  • Surely not. Trump doing something quietly? This story continues to develop.
News
Jim Chalmers, Treasurer of Australia
News

IMF urges sweeping tax reform as Australia’s debt climbs past $1 trillion

  • The IMF says Australia must pursue major tax reform — including a mining tax, higher GST and fewer exemptions — to manage rising federal and state debt. It also calls for spending restraint and national fiscal coordination. Despite risks, the IMF expects modest growth ahead.
Stocks
nvidia stock bubble
Stocks

Nvidia posts blowout quarter, lifts outlook & sees $500bn chip demand through 2026 - Recap

  • Nvidia’s beat-and-raise reinforces the strength of the AI-capex cycle and should support semiconductor and mega-cap tech sentiment. China-related restrictions remain a drag, but overwhelming global demand continues to dominate the investment narrative.
Central Banks
cny yuan pboc 23 September 2025 2
Central Banks

PBOC is expected to set the USD/CNY reference rate at 7.1201 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
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