Eamonn Sheridan

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News
CHINA FLAG IL
News

China and Russia vow deeper cooperation in investment, energy, agriculture and culture

  • The meeting underscores China’s continued strategic alignment with Russia, with potential implications for agricultural trade flows, energy cooperation and investment channels.
Stock market update
Goldman Sachs sized 22 July 2025 2
Stock market update

Goldman sees 7.7% annual global equity returns, urges investors to look beyond the U.S.

  • Goldman’s outlook reinforces a pro-risk tilt, favouring diversified global equity portfolios with increased emerging-market exposure, especially if a softer dollar materialises.
Commodities
China Brazil Soybeans
Commodities

ICYMI - Chinese buying lifts U.S. soybean futures to highest level since mid-2024

  • China’s state-owned grain trader COFCO returned to the American market. Traders told Reuters that COFCO booked at least 14 cargoes — roughly 840,000 tonnes.
News
Japan markets
News

Nikkei reports that Japanese Prime Minister Takaichi "eyes tax cuts to spur investment "

  • The reform debate introduces mild upward pressure on JGB yields as markets weigh the fiscal risk of fuel-tax cuts without firm offsets, while pro-investment incentives could support capex-linked equities.
Commodities
Powell looking up meme
Commodities

Goldman sees strong central-bank buying, long-term gold target $4,900

  • Goldman Sachs says official-sector buying is accelerating again, reinforcing its bullish call for gold to reach $4,900 by end-2026.
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