Eamonn Sheridan

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Stock market update
ai room to run paul tudor jones 08 May 2026
Stock market update

Paul Tudor Jones says AI bull market has one to two years left to run

  • Jones is buying the AI boom while telling anyone who will listen that the landing, when it comes, will not be soft.
Central Banks
usdyen wages boj june hike 08 May 2026
Central Banks

Japan wage growth streak hits three months, putting June BOJ move in focus

  • Three months of real wage growth has given the Bank of Japan the cover it needs to move in June.
Stock market update
Deutsche Bank mispricings 08 May 2026
Stock market update

Deutsche Bank flags inconsistent market pricing as Iran conflict drags on

  • Markets are sending contradictory signals on the Iran conflict, and Deutsche Bank thinks at least some of them must be wrong.
Commodities
oil indexes update 08 May 2026
Commodities

Iran and Israel report separately that hostility flare up has ended at present

  • The ceasefire that lapsed into attacks appears to have lapsed back into ceasefire!
News
Trump Trade Tariffs
News

US trade court strikes down Trump's 10% global tariffs in 2-1 ruling

  • A federal court has ruled that Trump's sweeping tariffs were a legal overreach, but the fight is far from over.
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