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Eamonn Sheridan

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Central Banks
BOJ Ueda
Central Banks

TD Securities: December BoJ rate hike still possible despite cautious Ueda

  • The BoJ’s hold and Ueda’s cautious remarks weakened the yen, but TD Securities said a December move remains on the table as wage data and fiscal coordination evolve. Market pricing for near-term tightening may stay muted until clearer signals emerge.
Eamonn Sheridan
31/10/2025 | 00:18 GMT
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Eamonn Sheridan
31/10/2025 | 00:18 GMT
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Central Banks
pboc cny yuan cnh 23 September 2025 2
Central Banks

PBOC is expected to set the USD/CNY reference rate at 7.1171 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
Eamonn Sheridan
31/10/2025 | 00:14 GMT
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Eamonn Sheridan
31/10/2025 | 00:14 GMT
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Central Banks
RBA Bullock 30-09
Central Banks

Preview - RBA to hold rates as sticky inflation delays next cut to 2026 – Reuters poll

  • The shift in expectations suggests the RBA will stay on hold well into 2026, with inflation back above target and core pressures broadening. Bond markets may pare back dovish pricing, while the Australian dollar could find modest near-term support.
Eamonn Sheridan
31/10/2025 | 00:09 GMT
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Eamonn Sheridan
31/10/2025 | 00:09 GMT
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News
factory orders
News

Japan Industrial Production (MoM) (September), preliminary 2.2% m/m (vs. expected 1.5%)

  • Japan Industrial Production
Eamonn Sheridan
30/10/2025 | 23:54 GMT
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Eamonn Sheridan
30/10/2025 | 23:54 GMT
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News
shop retail 21 July 2025
News

Japan Retail Sales +0.5% y/y (vs. expected 0.7%)

  • Japan Retail Sales
Eamonn Sheridan
30/10/2025 | 23:51 GMT
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Eamonn Sheridan
30/10/2025 | 23:51 GMT
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