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Eamonn Sheridan

Eamonn Sheridan

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News
usdyen update 15 May 2026
News

Japan April wholesale prices surge, PPI +4.9% y/y (expected +3%, prior +2.6%)

  • Big surge in the PPI in Japan, much will be fuel related of course.
Eamonn Sheridan
12 hours ago
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Eamonn Sheridan
12 hours ago
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Stock market update
AI Capex spend
Stock market update

Ex-Google CEO Schmidt says cash, not energy, is the real limit on AI growth

  • The AI race may not be won by whoever has the most power, but by whoever can write the biggest cheque.
Eamonn Sheridan
12 hours ago
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Eamonn Sheridan
12 hours ago
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Central Banks
Michael Barr
Central Banks

Fed's Barr warns shrinking balance sheet via liquidity cuts risks stability

  • Barr's message was blunt: a smaller Fed footprint achieved by weakening bank safeguards is no achievement at all.
Eamonn Sheridan
12 hours ago
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Eamonn Sheridan
12 hours ago
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Central Banks
Federal Reserve fed williams 2
Central Banks

More from Fed's Williams, sees no case for rate move as policy sits in good place

  • Williams had every opportunity to lean one way on rates and chose, very deliberately, not to.
Eamonn Sheridan
13 hours ago
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Eamonn Sheridan
13 hours ago
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News
nzd update 15 May 2026
News

New Zealand manufacturing expansion slows sharply in April, PMI data shows

  • New Zealand's manufacturing PMI slipped to 50.5 in April from 52.8 in March. New Zealand's factory sector is still technically growing, but the momentum that carried it through early 2026 is fading fast.
Eamonn Sheridan
13 hours ago
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Eamonn Sheridan
13 hours ago
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