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Eamonn Sheridan

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Rachel Reeves UK
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S&P warns UK finances remain vulnerable despite new budget revenue measures

  • Fresh warnings on fiscal vulnerabilities and consolidation risks may weigh on gilts and sterling, reinforcing investor concerns about the UK’s limited fiscal room and sensitivity to shocks.
Eamonn Sheridan
27/11/2025 | 22:57 GMT
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Eamonn Sheridan
27/11/2025 | 22:57 GMT
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News
gold
News

Belgium warns EU plan to use frozen Russian assets risks harming Ukraine peace talks

  • Political friction over frozen Russian assets adds uncertainty to EU support pathways for Ukraine and may inject fresh volatility into EUR assets tied to geopolitical risk.
Eamonn Sheridan
27/11/2025 | 22:45 GMT
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Eamonn Sheridan
27/11/2025 | 22:45 GMT
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Central Banks
STOCKS UP
Central Banks

Fed easing is reviving classic rotation trades as investors look beyond the AI megacaps

  • ETF executives see early signs of rotation away from AI megacaps as Fed rate cuts restore liquidity. A broadening of equity leadership would favour EM FX, cyclicals and value-tilted sectors, while trimming the shine from crowded AI-growth trades.
Eamonn Sheridan
27/11/2025 | 21:44 GMT
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Eamonn Sheridan
27/11/2025 | 21:44 GMT
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retail sales consumer spending
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New Zealand data - November consumer confidence improves to 98.4 (prior 92.4)

  • The run of better New Zealand data continues
Eamonn Sheridan
27/11/2025 | 21:03 GMT
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Eamonn Sheridan
27/11/2025 | 21:03 GMT
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News
Economic calendar in Asia 28 November 2025 2
News

Economic calendar in Asia Friday, November 28, 2025: Japan inflation indicator (Tokyo CPI)

  • Asian Economic Calendar: Key events and consensus expectations for 28 November 2025
Eamonn Sheridan
27/11/2025 | 20:10 GMT
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Eamonn Sheridan
27/11/2025 | 20:10 GMT
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