Eamonn Sheridan

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News
Google AI
News

Alphabet plans first yen bond sale to fund $190 billion AI spending push

  • Alphabet is borrowing in yen for the first time, and the AI spending race is the reason why.
Central Banks
USD/JPY continues to creep up 12 May 2026
Central Banks

Recap - Japan and US reaffirm currency cooperation after Bessent's Tokyo talks

  • Washington has not told Tokyo to stop intervening, and Tokyo is making sure markets know it.
News
AUD off its recent highs 12 May 2026
News

Australian business confidence remains deeply pessimistic, -24 in April (prior -29)

  • Australian businesses are absorbing an energy cost shock they cannot fully pass on, and it is starting to show in orders, investment and hiring.
Central Banks
usdcny downtrend 12 May 2026
Central Banks

PBOC sets USD/ CNY central rate at 6.8426 (vs. estimate at 6.7945)

  • PBOC CNY reference rate setting for the trading session ahead.
News
USDJPY creeping higher 12 May 2026
News

Katayama says two-hour Bessent talks covered forex, critical minerals and AI

  • Two hours, forex on the table, and a joint statement reaffirmed: Bessent and Katayama kept it cordial but covered the ground that matters.
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