Eamonn Sheridan

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Forex
central bank safe 2
Forex

USD/INR eases from record highs as markets await RBI decision and guidance

  • A rate cut or dovish liquidity signals could weaken the rupee and push USD/INR back through 90. Softer yields show bond markets leaning dovish, though growth data complicates the case for immediate easing.
Stock market update
US CHINA CHIPS
Stock market update

Chinese GPU makr surges 400% amid booming demand for Nvidia alternatives: "China's Nvidia"

  • Moore Threads’ explosive debut underscores China’s rapid mobilisation to build a domestic GPU ecosystem as U.S. controls constrain access to high-end Nvidia hardware. Strong investor appetite suggests continued capital support for Chinese AI-chip players, adding competitive pressure in the global AI-compute market and boosting sentiment toward local semiconductor equities.
Forex
160 remains key for USDJPY  05 December 2025 2
Forex

Japan’s PM Takaichi shifts tone to calm markets as rising yields test fiscal credibility

  • Takaichi seeks to calm markets as rising yields and a weak yen challenge Japan’s fiscal and monetary credibility. Or, does it?
Commodities
Copper price
Commodities

Copper rally accelerates on electrification and AI demand, with forecasts up to $14,000/t

  • Accelerating copper demand from EVs, grid upgrades and AI-related data-centre buildouts reinforces a bullish long-term thesis. Supply constraints and tariff uncertainty add further upside pressure. Mining equities and copper-linked ETFs may benefit if price forecasts toward $13,000–$14,000/t materialise.
Stock market update
Softbank
Stock market update

SoftBank’s Son nears plan for Trump-branded AI factories funded by Japan

  • The plan signals a deepening U.S.–Japan tech-industrial partnership and could accelerate domestic AI-supply-chain reshoring. Large-scale capital flows into fibre-optic, data-centre and chip manufacturing could reshape U.S. industrial policy and benefit Japanese suppliers. Political branding and federal ownership add layers of execution and regulatory risk.
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