Eamonn Sheridan

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Central Banks
usdyen ueda rate hike june 15  and 16 27 May 2026
Central Banks

BOJ signals loose conditions persist as Ueda lays groundwork for rate hike ahead

  • The BOJ is telling markets that easy conditions and strong profits leave room to tighten, and Ueda's earlier speech laid the historical case for doing so.
Central Banks
audnzd chart cpi rbnz 27 May 2026
Central Banks

Australia April CPI slows to 4.2% but core inflation creeps to highest since 2024

  • The headline flattered by a tax break; the core told a less comfortable story.
Central Banks
RBNZ casting vote hold
Central Banks

NZD jumps - RBNZ holds OCR at 2.25% by casting vote as committee splits 3-3 on rate hike

  • A casting vote kept the OCR on hold, but the RBNZ just told markets that hikes are coming and the only question is how fast.
Central Banks
Reserve Bank of New Zealand
Central Banks

RBNZ leaves its cash rate on hold at 2.25%, as widely expected

  • A hawkish hold from the Reserve Bank of New Zealand was expected.
News
factory manufacturing
News

China data, YTD (January - April) Industrial profits +18.2% y/y (prior +15.5%)

  • April month alone industrial profits +24.7% y/y
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