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Eamonn Sheridan

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Central Banks
SF Fed Pres Daly
Central Banks

Fed’s Daly says policy ‘in a good place’ as inflation cools & AI productivity impact looms

  • Daly’s remarks lean steady-to-mildly dovish, reinforcing the idea that the Fed is comfortable with its current stance after last year’s cuts. Her confidence on inflation drifting lower may temper front-end yield pressure while keeping markets focused on productivity and AI-driven growth.
Eamonn Sheridan
19/02/2026 | 22:42 GMT
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Eamonn Sheridan
19/02/2026 | 22:42 GMT
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News
Australia February 2026 flash pmi 20 February 2026
News

Australia flash PMIs cool in February: composite 52.0 vs 55.7 as price pressures intensify

  • Softer PMI momentum leans mildly AUD-negative at the margin, but the re-acceleration in costs and selling prices can reinforce a “sticky inflation” narrative and keep rate-hike expectations simmering. The cross-current may leave AUD moves more sensitive to bond yields and risk tone than the PMI headline alone.
Eamonn Sheridan
19/02/2026 | 22:09 GMT
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Eamonn Sheridan
19/02/2026 | 22:09 GMT
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News
news wrap
News

New Zealand January 2026 trade data, exports and imports not as large as in December

  • Just a data post
Eamonn Sheridan
19/02/2026 | 21:52 GMT
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Eamonn Sheridan
19/02/2026 | 21:52 GMT
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Commodities
gold trump iran 20 February 2026
Commodities

Trump considers limited strike on Iran to force nuclear deal, Wall Street Journal reports

  • Heightened geopolitical risk could support safe-haven flows into gold, the U.S. dollar and Treasuries while weighing on global equities. Oil markets would be especially sensitive, with escalation risk potentially driving sharp upside volatility in crude.
Eamonn Sheridan
19/02/2026 | 21:31 GMT
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Eamonn Sheridan
19/02/2026 | 21:31 GMT
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News
Economic and event calendar in Asia 20 February 2026
News

Economic & event calendar Asia February 20. European Central Bank President Lagarde speaks

  • Asian Economic Calendar: Key events and consensus expectations for 20 February 2026
Eamonn Sheridan
19/02/2026 | 21:03 GMT
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Eamonn Sheridan
19/02/2026 | 21:03 GMT
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