Eamonn Sheridan

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News
Japan flag
News

Japan Q3 capex disappoints while company profits surge nearly 20%

  • The sharp capex miss may dampen expectations for a stronger domestic investment cycle, while the profit surge supports equity sentiment. The BOJ may view the divergence cautiously as it weighs December policy options.
Forex
korea south flag 31 October 2025 2
Forex

South Korea boosts FX oversight with new reviews, investor checks and swap-line talks

  • The measures signal heightened concern over dollar-won volatility and may act as a stabilising force if swap-line liquidity is extended, potentially reducing near-term pressure on KRW.
Commodities
brent globex Sunday 30 November 2025 2
Commodities

OPEC+ holds 2026 oil quotas, pauses output hikes and approves new capacity rules

  • OPEC+’s decision to hold quotas steady and extend paused output hikes signals tighter than otherwise supply discipline into early 2026.
Commodities
brent globex Sunday 30 November 2025 2
Commodities

Sunday evening Globex trade is open, equity index futures little changed, oil higher

  • Globex trade is open for the new week
News
Ukraine Russia Peace
News

Rubio on Ukraine meeting, "productive" and "there's more work to be done."

  • Fresh momentum in Ukraine peace efforts may ease geopolitical risk premia, with potential implications for energy markets and broader risk sentiment if negotiations advance.
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