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Eamonn Sheridan

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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.
Eamonn Sheridan
19 hours ago
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Eamonn Sheridan
19 hours ago
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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.
Eamonn Sheridan
19 hours ago
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Eamonn Sheridan
19 hours ago
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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.
Eamonn Sheridan
20 hours ago
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Eamonn Sheridan
20 hours ago
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Commodities
Oil updated chart 07 January 2026 2
Commodities

Russia deploys submarine to escort tanker amid U.S. pursuit off Venezuela

  • Heightened U.S.–Russia maritime tensions over tanker pursuits could pressure oil markets, risk premium on shipping, and spotlight enforcement risks around sanctioned flows.
Eamonn Sheridan
20 hours ago
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Eamonn Sheridan
20 hours ago
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Central Banks
USDCNY downtrend update 07 January 2026 2
Central Banks

PBOC sets USD/ CNY mid-point today at 7.0187 (vs. estimate at 6.9896)

  • PBOC CNY reference rate setting for the trading session ahead.
Eamonn Sheridan
20 hours ago
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Eamonn Sheridan
20 hours ago
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