Eamonn Sheridan

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Central Banks
rbnz
Central Banks

NZ inflation expectations mixed ahead of likely RBNZ on hold decision February 18

  • A steady decision is largely priced in, but firmer short-term inflation expectations and rising hike bets could underpin NZD and short-dated yields, while easing two-year expectations temper aggressive tightening expectations.
News
China trader sad
News

China house prices continue their death spiral: January -3.1% y/y and -0.4% m/m

  • The continued slide in home prices reinforces concerns about China’s growth trajectory and credit conditions, weighing on regional risk sentiment, commodity demand expectations and property-linked equities.
Central Banks
pboc cny yuan note 24 September 2025 11
Central Banks

PBOC sets USD/ CNY reference rate for today at 6.9398 (vs. estimate at 6.9045)

  • Strongest for CNY since 11 May 2023.
Central Banks
usdyen boj march hike unlikely 13 February 2026
Central Banks

Bank of Japan (BOJ) likely to avoid March rate hike, Japan PM adviser says

  • BOJ to likely hold in March, markets trim hike bets. Market impact: Traders may pare back near-term rate hike pricing, easing upward pressure on short-dated JGB yields and slowing recent yen strength.
News
usdyen china fishing boat 13 February 2026
News

Japan seizes Chinese fishing vessel in EEZ, arrests captain amid rising tensions

  • The incident underscores ongoing geopolitical friction between Japan and China, a risk factor for regional sentiment, supply chains and rare-earth trade dynamics, though immediate market reaction is likely limited unless diplomatic escalation follows.
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