Eamonn Sheridan

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Stock market update
CHINA FLAG IL
Stock market update

Investors turn optimistic on Chinese tech and housing policies into Lunar New Year

  • Improving corporate discipline and targeted policy easing could support selective gains in Chinese equities, particularly in technology and financials, though trade and consumer risks temper broad-based bullishness.
Central Banks
usdyen last week volume profile 16 February 2026 2
Central Banks

Westpac: US resilience may delay final Fed rate cut to June 2026

  • The note pushes back against aggressive rate-cut expectations, suggesting US yields could remain supported if growth and inflation outperform, particularly relative to market pricing for multiple cuts.
Commodities
Oil trade is about to open for the new week 16 February 2026
Commodities

Weekend - US boards second Venezuela-linked oil tanker in Indian Ocean

  • The action reinforces supply risks around sanctioned crude flows, potentially supporting oil prices at the margin while heightening geopolitical tensions in global energy markets.
Central Banks
aud imf update 16 February 2026
Central Banks

IMF says Australia achieving soft landing but warns on inflation risks & fiscal looseness

  • The IMF’s balanced assessment reinforces expectations of cautious RBA policy calibration, with inflation risks limiting scope for aggressive easing while global headwinds cap upside growth surprises.
News
nzd lower new week 16 February 2026
News

New Zealand January card spending mixed messages

  • NZD quiet
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