Eamonn Sheridan

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News
US CHINA CHIPS
News

Huawei targets 1.4nm chip density by 2031 with new design law to beat US sanctions

  • Huawei is not trying to beat the sanctions at the fab; it is trying to route around them at the drawing board.
Central Banks
Intervention last week supported INR 25 May 2026
Central Banks

Rupee may be undervalued after recent slide, RBI governor Malhotra says

  • The RBI is not defending a level, but it is defending a narrative, and right now that narrative is that the rupee has fallen enough.
Central Banks
trump
Central Banks

New Fed chair Warsh faces hawkish FOMC as rate cut hopes fade on Iran war

  • Warsh inherits a Fed that has quietly stopped waiting and started warning.
Central Banks
pboc
Central Banks

PBOC sets USD/ CNY reference rate for today at 6.8318 (vs. estimate at 6.7880)

  • PBOC CNY reference rate setting for the trading session ahead. Strongest for CNY since 15 February 2023.
Central Banks
Singapore
Central Banks

Singapore central bank signals rate stability ahead as Singapore Q1 growth beats forecasts

  • A blowout quarter, a steady hand on policy, and a clean bill of health from Washington: Singapore is having a good Monday.
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