Eamonn Sheridan

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Central Banks
Trump's war buffetting euro 19 March 2026
Central Banks

ECB to hold rates at 2% but signal hikes if Iran war fuels inflation - preview

  • A hawkish hold from the ECB, combined with rising energy prices, could lift euro zone yields, support the euro at the margin, and reinforce downside risks to growth-sensitive assets if tightening expectations build.
Commodities
Habshan gas facility 19 March 2026
Commodities

UAE suspends Habshan gas operations after missile interception incident

  • Direct targeting of Gulf energy infrastructure raises the risk of supply disruptions, supporting higher oil and gas volatility and increasing geopolitical risk premia across energy and FX markets
News
nzd q4 gdp 2026
News

New Zealand growth undershoots as domestic demand softens

  • The downside surprise in GDP reinforces a fragile growth backdrop, tempering expectations for RBNZ tightening and weighing modestly on the NZD, particularly if incoming data continues to point to soft domestic demand.
Commodities
South Pars petrochemical facilities
Commodities

Iran warns of total destruction of energy infrastructure in escalation threat

  • The explicit threat to “completely destroy” energy infrastructure significantly raises tail risks for oil supply, pointing to heightened volatility, potential supply shocks, and increased geopolitical risk premia across energy and FX markets.
News
South Pars petrochemical facilities
News

Trump says does not want more strikes on Iran energy facilities, then says "but"

  • Wall Street Journal on the latest nonsense from Trump
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