Eamonn Sheridan

Latest Articles

Sort by: Latest | Oldest
Sort by: Latest | Oldest
Commodities
oil update 18 March 2026
Commodities

Iraq, KRG agree to resume Ceyhan oil exports as Hormuz disruption tightens supply

  • Near-term bearish for oil at the margin as alternative supply emerges, but impact limited relative to Hormuz disruption; broader market remains structurally tight and highly sensitive to geopolitical risk.
Central Banks
Reserve Bank of Australia cash rate cycle 18 March 2026
Central Banks

RBA hikes to 4.10%. Split decision. Inflation risks & demand pressures. Where to now?

  • Hawkish at the margin given back-to-back hikes, but narrow split and external risks cap AUD upside; May hike remains live but highly conditional on data and geopolitics.
Central Banks
aud rba rate hike 18 March 2026
Central Banks

Recap: RBA lifts rate to 4.1%. Split decision. Inflation risks & capacity pressures build

  • AUD-sensitive hawkish tilt at the margin, but split decision and geopolitical uncertainty temper conviction; May hike still base case but not fully priced certainty.
Commodities
Oil inventory data
Commodities

Private survey inventory shows a huge headline crude oil build much larger than expected

  • This is from the privately surveyed oil stock data ahead of official government data tomorrow morning out of the US.
Commodities
Venezuela
Commodities

US weighs easing Venezuela oil sanctions to boost supply amid global disruptions

  • Modestly bearish for crude near term via sentiment and incremental supply, but structural tightness remains, limiting downside unless production ramps meaningfully.
!"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}