Eamonn Sheridan

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Sort by: Latest | Oldest
News
GBP has not been helped by UK politics 25 June 2026
News

UK car output snaps four-month slide in May but US surge masks deeper industry stress

  • One month of US-driven relief does not change the trajectory for an industry staring down a 2027 trade cliff.
Central Banks
Kevin Warsh first FOMC
Central Banks

NY Fed's Marchioni calls new FOMC reserves language cleanup, not a Warsh policy shift

  • The NY Fed is telling markets not to front-run Warsh on the balance sheet, but Warsh's own track record says the question is very much alive.
News
USDJPY weekly candles 25 June 2026
News

MUFG says intervention threat slowing yen slide as BOJ hike fails to shift USD/JPY trend

  • The yen is being held in place by the threat of intervention rather than the reality of tighter policy, and Tokyo knows it.
Stock market update
Weekly candles 25 June 2026
Stock market update

JP Morgan lifts S&P 500 target to 7,800 but warns of flash crash risk in crowded AI trades

  • ICYMI - JP Morgan's upgrade comes loaded with caveats, and the flash crash warning may matter more than the new target.
Commodities
brent oil trump inflation 25 June 2026
Commodities

JP Morgan cuts Brent forecast to $78 year-end as demand miss and inventory lag bite

  • JP Morgan has quietly told the oil market that the second half of 2026 belongs to the bears.
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