Eamonn Sheridan

Latest Articles

Sort by: Latest | Oldest
Sort by: Latest | Oldest
Central Banks
SF Fed Pres Daly
Central Banks

Daly’s dovish tone boosts SGD as USD softens - MUFG analysis

  • Broader shift into risk assets as traders anticipate U.S. policy easing. If Powell signals alignment with Daly’s dovish stance, USD/SGD could see further downside pressure.
Stocks
HP
Stocks

More on HP: To cut up to 6,000 jobs as it ramps up companywide AI transformation

  • HP is launching a companywide AI transformation that will cut 4,000–6,000 jobs and target US$1bn in savings by FY2028. The restructuring will cost about US$650m.
Stock market update
S&P 500 8000 forecast Deutsche Bank 26 November 2025 2
Stock market update

Deutsche Bank sees S&P 500 surging to 8,000 by end-2026

  • The call reinforces the bullish tail-risk in US equities, highlighting how subdued rate volatility could feed renewed inflows from currently underweight investors. If volatility remains contained, the bank sees positioning alone as a catalyst for further upside.
Forex
eurchf forecast 26 November 2025 2
Forex

JPMorgan forecasts EUR/CHF at 0.95 in Q1 2026, rising to 0.96 by Q4 '26

  • The call supports broader expectations of EUR/CHF upside if Europe’s recovery strengthens and global risk appetite holds. Swiss low yields leave the franc exposed if safe-haven flows continue to unwind.
Stocks
Google AI
Stocks

Alphabet climbs toward $4T as Nvidia slides on rising AI-chip competition

  • The widening gap between Alphabet and Nvidia highlights shifting market sentiment as hyperscalers invest in their own AI-chip capabilities. Any further signs of customers diversifying away from Nvidia could add pressure to its valuation while supporting peers like Alphabet and Google Cloud.
!"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}