Eamonn Sheridan

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News
Akazawa Trump
News

Japan outlines US investment projects, including $33bn gas power for data centres

  • Japan’s trade minister Akazawa said three US investment projects include $600m for artificial diamond, $2.1bn for crude oil and $33.3bn gas-fired power for data centres. Japan will coordinate with the US and prepare a second batch of deals.
Central Banks
nzd rbnz breman dovish 18 February 2026
Central Banks

RBNZ’s Breman flags possible year-end hike, but says policy stays accommodative

  • Year-end hike language may cap the dovish repricing, but Breman’s “not planning to hike yet” framing reinforces a slow normalisation path. NZD and front-end rates should stay data-driven.
Central Banks
rbnz nzd 18 February 2026
Central Banks

Recap - RBNZ holds at 2.25% but brings forward implied timing of first rate hike

  • Earlier implied tightening keeps upside risk in NZ front-end yields, though balanced guidance tempers NZD. Markets now focus on timing. towards year end
News
China humanoid robots
News

Westpac: China must shift to proactive policy in 2026 to sustain growth

  • The note reinforces expectations of potential China stimulus in 2026. Commodities and regional equities may stay sensitive to signs Beijing shifts toward household and housing support.
Central Banks
rbnz nzd update 18 February 2026
Central Banks

RBNZ holds OCR at 2.25%, lifts projected rate path modestly higher

  • OCR hold was expected, but the higher projected rate path may support NZD and nudge front-end yields higher. Inflation returning to target keeps tightening gradual.
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