Eamonn Sheridan

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News
BoJ
News

OECD chief backs BOJ path and calls for trade reform ahead of Trump-Xi talks

  • The OECD wants more than a bilateral deal: rules-based trade reform and supply chain resilience are the real prize.
Commodities
strait of Hormuz
Commodities

Iran rebuilds access to 30 of 33 Hormuz missile sites, US assessments show

  • Iran's missile infrastructure along the Strait of Hormuz is largely intact, keeping the world's most critical oil chokepoint under credible threat.
Central Banks
USDJPY update 13 May 2026
Central Banks

OECD sees BOJ hiking rates to 2% by end-2027 as Japan exits deflation era

  • The OECD has given the BOJ's rate hike path its clearest external endorsement yet, with 2% by end-2027 now the projected destination.
Stocks
Jensen Huang
Stocks

NVDA Huang is going to China with Trump

  • Was seen boarding AF1 in Alaska
Commodities
Morgan Stanley oil scenarios 13 May 2026
Commodities

Morgan Stanley maps four oil shock scenarios from Fed hikes to global recession

  • Morgan Stanley sees a manageable base case but warns the tail risks on either side are anything but ordinary.
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