Eamonn Sheridan

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Commodities
China Japan
Commodities

China accuses Japan, Taiwan’s DPP of provoking tensions and warns against interference

  • Beijing’s escalation in rhetoric adds to geopolitical risk in the region, though markets typically fade such statements unless followed by concrete military or economic actions. Any shift in Japan–Taiwan ties could influence defence stocks and regional FX sentiment. Gold is underpinned.
News
Trump Japan
News

Recap: Trump drops deadline 4 Ukraine peace deal as U.S. seeks rapid agreement with Russia

  • Trump has abandoned his Thanksgiving deadline for a Ukraine peace deal, saying talks with Russia and Kyiv are progressing but need more time.
Forex
korea south flag 31 October 2025 2
Forex

South Korea signals tough action as won weakness and speculative FX trading rise

  • FX traders should expect heightened vigilance from Seoul, with authorities signalling a lower tolerance threshold for rapid won moves—even as they rule out using the NPS as a stabilisation tool. The policy tone tilts more interventionist, raising risks of smoothing operations if volatility accelerates.
Central Banks
Reserve Bank of New Zealand
Central Banks

RBNZ Gov Hawkseby: Central projection is based on cash rate on hold through 2026

  • Reserve Bank of New Zealand press conference following the 25bp rate cut
Central Banks
usdyen Bank of Japan rate hike 26 November 2025 signal 2
Central Banks

Yen finds bids after news piece says BOJ ramping up rate hike messaging

  • USD/JPY and yen crosses dip
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