Eamonn Sheridan

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News
gold bubble
News

Big gold news ICYMI - Russia's Putin signs order to limit gold exports

  • The new limits on gold exports from Russia will take effect May 1
News
Trump Xi South Korea
News

Trump-Xi meeting now set for May after delay tied to Iran conflict

  • The summit could shape risk sentiment and FX flows, with any thaw in US-China tensions supportive for equities and Asia FX, while renewed friction may reinforce safe-haven demand.
Central Banks
rba neutral rate hikes 26 March 2026
Central Banks

RBA warns Middle East conflict may lift inflation and hit growth outlook

  • Reinforces a hawkish bias at the margin, with AUD and front-end yields supported as the RBA signals willingness to tighten further if inflation expectations rise despite growth risks.
Central Banks
rba rate hikes 2026 26 March 2026
Central Banks

NAB: Softer CPI unlikely to deter RBA, May hike to 4.35% still expected

  • AUD and front-end yields may stay supported as markets lean toward further RBA tightening, with softer CPI unlikely to shift expectations given rising energy-driven inflation risks.
Central Banks
eur ecb fed diverge 26 March 2026
Central Banks

Barclays: ECB set to hike as energy shock hits Europe, Fed likely to stay on hold

  • Rates markets may continue to price ECB tightening risk while tempering Fed hike expectations, supporting EUR relative to USD and keeping front-end European yields under upward pressure.
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