Eamonn Sheridan

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Central Banks
usdjpy yen update 24 June 2026
Central Banks

BOJ June summary flags faster hike calls as markets price another move by year-end. Recap.

  • The BOJ hiked to a 31-year high in June and its own summary is already making the case for moving again sooner rather than later.
Central Banks
aud cpi update 24 June 2026
Central Banks

Australia May CPI undershoots on headline but core inflation tops forecasts at 3.6%

  • The headline gave the RBA breathing room; the core took most of it straight back.
Stock market update
Kospi daily candles 24 June 2026
Stock market update

Samsung $65bn buyback and new chip cluster talks spark South Korea equity bounce

  • Samsung is throwing capital at shareholders and capacity at AI, and Seoul is cheering both.
Stock market update
Japan nikkei target higher 24 June 2026
Stock market update

BofA lifts Nikkei target to 76,000 on AI demand, Hormuz relief and rising corporate ROE

  • BofA sees Japan's equity rally extending, with the next leg driven by leverage rather than margins.
News
AUD AUSTRALIA
News

Australian May 2026 Headline CPI 4% y/y (vs. expected 4.3%), core 3.6% y/y (expected 3.5%)

  • Australian inflation data, an encouraging lower than expected headline but core higher than than expected
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