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Eamonn Sheridan

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Central Banks
central bank safe 2
Central Banks

BOK to hold at 2.50%, weak won, housing risks push rate cuts into early 2026: Reuters poll

  • The poll reinforces expectations of a cautious Bank of Korea, reducing near-term easing bets and keeping the won sensitive to Fed policy and domestic housing dynamics.
Eamonn Sheridan
25/11/2025 | 00:39 GMT
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Eamonn Sheridan
25/11/2025 | 00:39 GMT
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Central Banks
cny yuan pboc 23 September 2025 2
Central Banks

PBOC is expected to set the USD/CNY reference rate at 7.1056 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
Eamonn Sheridan
25/11/2025 | 00:17 GMT
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Eamonn Sheridan
25/11/2025 | 00:17 GMT
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Central Banks
Goldman Sachs sized 22 July 2025 2
Central Banks

Goldman Sachs warns slowdown risk could trigger deeper Fed easing

  • Goldman’s call strengthens expectations for earlier Fed easing, supporting duration and weighing on the dollar if labour-market cooling accelerates.
Eamonn Sheridan
25/11/2025 | 00:11 GMT
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Eamonn Sheridan
25/11/2025 | 00:11 GMT
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Cryptocurrency
Bitcoin
Cryptocurrency

Deutsche Bank: Five forces drove Bitcoin’s worst week since February

  • The move highlights Bitcoin’s growing sensitivity to macro conditions, tightening liquidity and regulatory uncertainty. Continued institutional outflows could weigh on broader digital-asset sentiment in the near term.
Eamonn Sheridan
24/11/2025 | 23:43 GMT
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Eamonn Sheridan
24/11/2025 | 23:43 GMT
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Stock market update
spx weekly 25 November 2025 Morgan Stanley 2
Stock market update

Morgan Stanley: Market correction nearly done, pullback is a buying opportunity into 2026

  • Morgan Stanley’s call reinforces the view that U.S. equities are in a late-stage correction, not a trend reversal. The firm’s bullish 2026 EPS outlook, combined with expectations of earlier-than-priced Fed easing, may support rotation into cyclicals, small caps and value sectors.
Eamonn Sheridan
24/11/2025 | 23:18 GMT
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Eamonn Sheridan
24/11/2025 | 23:18 GMT
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