Eamonn Sheridan

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Stock market update
csi300 Goldman Sachs forecast 07 January 2026 chart
Stock market update

Goldman Sachs sees China equities rising up to 20% by end-2026, earnings-led

  • A bullish, earnings-led call from Goldman can support sentiment toward China risk, favouring cyclical and tech-linked exposures—though follow-through will depend on realised profit upgrades and policy credibility.
Cryptocurrency
Bitcoin support analysis 07 January 2026 2
Cryptocurrency

Bitcoin, solana ETFs planned as Wall Street leans into crypto, Morgan Stanley joins race

  • New ETF filings underscore rising institutional acceptance of crypto, supporting longer-term demand for regulated digital asset exposure despite ongoing price volatility.
News
China Rare Earths
News

China escalated tensions with Japan, bans exports of goods with potential military uses

  • China’s export ban heightens supply-chain risk for Japanese manufacturers and reinforces the growing use of trade controls as a geopolitical weapon.
Stocks
meta resistance 07 January 2026 2
Stocks

China reviews Meta’s $2bn AI deal over export control concerns

  • Regulatory scrutiny adds uncertainty to global AI dealmaking, reinforcing risks around cross-border technology transfers and Chinese export controls.
News
usdcny banks bad loans article 07 January 2026 2
News

China gives banks more leeway to sell bad personal loans, as defaults mount

  • The policy extension reduces near-term balance-sheet risk for Chinese banks, supporting financial stability but highlighting ongoing stress in consumer credit.
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