Eamonn Sheridan

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News
bonds
News

Japan to boost short-term JGB issuance by ¥7tn to fund stimulus, Reuters reports

  • Japan plans to raise short-tenor JGB issuance by about ¥7 trillion this fiscal year to finance its stimulus package, increasing supply in two- and five-year bonds and boosting treasury bill issuance, while leaving long-dated supply unchanged.
News
US CHINA TAIWAN
News

WSJ: Trump urged Japan’s Takaichi to soften tone on Taiwan in private call

  • WSJ reports Trump urged Japan’s Takaichi to moderate her tough Taiwan stance, warning that sharper rhetoric could complicate U.S.–China–Japan dynamics.
Commodities
Gold nuggets shine as we dive into the technical analysis
Commodities

Deutsche Bank lifts 2026 gold forecast to US$4,450 as structural demand strengthens

  • The upgrade reinforces the bullish skew in precious metals, supporting long-dated gold exposure and central-bank demand narratives, though Deutsche Bank’s caution on Fed cuts and equity-market risks tempers runaway optimism.
Central Banks
hawkesby
Central Banks

RBNZ’s Hawkesby says policy now stimulatory but warns on global independence risks

  • Hawkesby with more, says RBNZ policy is now clearly stimulatory and could fuel a stronger-than-expected recovery, but warns excessive caution among firms and consumers remains a risk. He also highlights global threats to central-bank independence and says the NZD is buffering the economy.
Stock market update
OpenAI
Stock market update

HSBC warns OpenAI may stay unprofitable to 2030 amid trillion-dollar compute bills

  • The report reinforces concerns about the capital intensity of frontier AI, raising questions for cloud providers, chip suppliers and investors betting on early profitability across the AI ecosystem.
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