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Eamonn Sheridan

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Stocks
worry 28 October 2025 2
Stocks

Coming up: Nvidia faces high-stakes Q3 earnings. Wall Street demands strong beat-and-raise

  • Equity and AI-hardware sentiment will hinge on whether Nvidia can exceed above-guidance expectations and deliver a confident Q4 outlook, with any softness likely to spark a sector-wide pullback.
Eamonn Sheridan
19/11/2025 | 00:00 GMT
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Eamonn Sheridan
19/11/2025 | 00:00 GMT
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News
Economic data
News

Australian data: Westpac Leading Index for October 2025 +0.11% m/m (prior –0.03%)

  • The much-watched 6 month annualised growth rate stepped higher
Eamonn Sheridan
18/11/2025 | 23:57 GMT
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Eamonn Sheridan
18/11/2025 | 23:57 GMT
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News
Japan Takaichi
News

Japan: September Core machinery orders +4.2% m/m (expected +2.5%) & +11.6^% y/y (v. +5.4%)

  • Encouraging data
Eamonn Sheridan
18/11/2025 | 23:53 GMT
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Eamonn Sheridan
18/11/2025 | 23:53 GMT
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Central Banks
powell trump fed pressure 22 July 2025 2
Central Banks

Trump signalled he has already decided who next Fed Chair will be, but doesn't drop a name

  • Trump usually just blurts stuff out, not this time though
Eamonn Sheridan
18/11/2025 | 23:22 GMT
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Eamonn Sheridan
18/11/2025 | 23:22 GMT
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Commodities
Gold buy the dip plan at your own risk only
Commodities

Deutsche Bank says central-bank demand keeps gold on bullish path into next year

  • Deutsche Bank says gold remains a useful diversifier and expects central banks to keep buying on weakness, supporting prices. ETF demand is less responsive due to high volatility. The bank stays bullish, seeing upside to its US$4,000/oz forecast.
Eamonn Sheridan
18/11/2025 | 23:02 GMT
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Eamonn Sheridan
18/11/2025 | 23:02 GMT
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