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Eamonn Sheridan

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News
USDCNY update 11 May 2026
News

China car sales fall for seventh month as EV exports surge on Iran fuel shock

  • The Iran war is simultaneously killing Chinese car sales at home and turbocharging EV exports abroad.
Eamonn Sheridan
11/05/2026 | 03:16 GMT
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Eamonn Sheridan
11/05/2026 | 03:16 GMT
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News
Shanghai Composite china cpi 11 May 2026
News

China's April inflation data beats across board as energy costs reshape price landscape

  • China's inflation regime has shifted, and the Iran war is the primary reason why.
Eamonn Sheridan
11/05/2026 | 02:51 GMT
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Eamonn Sheridan
11/05/2026 | 02:51 GMT
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Forex
The fundamentals do not favour the yen chart 11 May 2026
Forex

Japan's energy subsidies and yen defence are on a collision course

  • Tokyo is spending to suppress energy prices while inadvertently weakening the currency that makes energy more expensive to buy.
Eamonn Sheridan
11/05/2026 | 02:12 GMT
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Eamonn Sheridan
11/05/2026 | 02:12 GMT
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Commodities
oil gap higher extends 11 May 2026
Commodities

ICYMI - Netanyahu says Iran war not over and refuses to rule out seizing nuclear material

  • Netanyahu's insistence the war has unfinished business, and Trump's reported desire (unconfirmed) to go further, keeps a lid on any peace premium in oil.
Eamonn Sheridan
11/05/2026 | 01:50 GMT
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Eamonn Sheridan
11/05/2026 | 01:50 GMT
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Central Banks
food inflation
Central Banks

China April CPI 1.2% y/y (expected 0.8%, prior 0.1%)

  • Just the data post
Eamonn Sheridan
11/05/2026 | 01:30 GMT
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Eamonn Sheridan
11/05/2026 | 01:30 GMT
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