Eamonn Sheridan

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Central Banks
Michael Barr
Central Banks

Fed’s Barr says rates may stay on hold "for some time" as inflation and oil risks persist

  • Hawkish for rates and USD, bearish for bonds, as it reinforces a higher-for-longer stance with reduced likelihood of near-term rate cuts.
Commodities
iran hormuz passage Financial Times 25 March 2026
Commodities

ICYMI: Iran allows conditional Hormuz transit as thousands of ships remain stalled

  • Iran said “non-hostile vessels” can transit the Strait of Hormuz with coordination, signalling controlled access as around 3,200 ships remain stalled, heightening disruption risks for global oil flows.
News
Economic data
News

Economic & event calendar in Asia Wednesday, March 25, 2026. BoJ and Australian inflation

  • Bank of Japan January meeting minutes along with February CPI data from Australia headline the data agenda.
Commodities
Kharg
Commodities

Iran warns of mining the entire Persian Gulf if US launches ground invasion

  • Bullish for oil/geopolitical risk as it implies a worst-case disruption scenario extending beyond Hormuz to the entire Gulf, though conditional on US ground escalation.
Commodities
oil iran ceasefire update 4444
Commodities

US to deploy 3,000 82nd Airborne troops to Gulf amid Iran war

  • Bullish for oil/geopolitical risk as it signals rising US military involvement and escalation potential, even without a confirmed ground operation.
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