Eamonn Sheridan

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News
china
News

S&P cut Vanke to CCC-, flags deepening distress. New stage in Vanke’s rapid deterioration.

  • The downgrade tightens pressure on China HY property markets, adds downside risk to CNY sentiment, and intensifies expectations for stronger state intervention.
Central Banks
Reserve Bank of Australia building rba aud 22 July 2025 2
Central Banks

Westpac: APRA’s new high-DTI cap pre-emptive, slightly dovish for RBA outlook

  • Westpac’s read-through suggests marginal downside risk to front-end yields and mild support for housing-linked equities, as tighter lending rules reduce the need for the RBA to counter housing heat with policy.
News
Japan markets
News

Japan GDP at risk as China tensions threaten key tourism flows, Goldman says

  • The risk of tourism retaliation may weigh on Japan travel-related equities, add volatility to JPY crosses tied to growth expectations, and sharpen focus on geopolitical spillovers into East Asian demand.
News
China trader sad
News

Repayment delay sparks panic selling in China Vanke debt. Record low, trading halt.

  • A shock repayment delay has pushed once-reliable Vanke into deep distress, signalling the property crisis is far from contained.
Central Banks
ECB, FED, Central Bank
Central Banks

Tokyo inflation stays hot as yen weakens, pushing BOJ closer to a rate hike

  • Firm inflation and a soft yen strengthen expectations of a BOJ move, supporting JPY upside risks while posing headwinds for Japanese equities sensitive to higher rates.
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