Eamonn Sheridan

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News
NZD update 28 May 2026
News

New Zealand budget deficit narrows but growth downgrade and inflation peak loom

  • New Zealand's fiscal picture is tidier than December but the growth and inflation numbers tell a more uncomfortable story.
Commodities
bessent 22 July 2025 2
Commodities

US sanctions Iran's Hormuz toll body as Bessent vows maximum pressure on Tehran

  • Washington is not just shooting down drones over Hormuz; it is now sanctioning the office that sends the invoices.
News
The USD has found bids 28 May 2026
News

Australia capex surges on data centre spend but households cut back sharply

  • The machines are spending freely; the people buying groceries are not.
Central Banks
won Bank of Korea 28 May 2026
Central Banks

Bank of Korea holds at 2.50% but dot plot points firmly to rate hikes ahead

  • The BOK held, but almost everything else about Thursday's decision pointed toward higher rates.
Forex
yen fiscal Japan 28 May 2026
Forex

Japanese bond yields rise as bridging bond plan stirs fresh fiscal worry. Yen soft.

  • Japan's bond market is being squeezed from both ends: a government that wants to spend more and a central bank edging toward tightening.
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