Eamonn Sheridan

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Forex
US dollar
Forex

Barclays: Risk assets, USD poised for firmer footing into 2026

  • A structurally stronger USD would pressure global FX carry trades, weigh on emerging-market currencies and reinforce relative outperformance in US-centric assets tied to the AI investment cycle.
Forex
USD INR fx intervention 24 November 2025 2
Forex

Reserve Bank of India reported intervening in FX market to support the rupee

  • USD/INR dropped pre-open
Central Banks
AI image Powell
Central Banks

Barclays: Powell likely to break close FOMC split in favour of cut

  • Barclays’ read on FOMC dynamics suggests a cut remains in play, keeping the front end sensitive to data surprises and reinforcing volatility around Powell’s upcoming communications.
Stock market update
Trump nvidia chip
Stock market update

Shares of major Chinese chip makers have slid to multi-month lows - old NVDA story

  • The news of note is via a Reuters report that the United States is considering letting Nvidia sell H200 chips to China.
News
South Korea-US
News

South Korea sees scope to cooperate with Taiwan on US chip tariffs

  • Hints of Korea–Taiwan coordination add another layer to the evolving US semiconductor tariff landscape, with potential implications for supply-chain positioning, tariff arbitrage, and AI-driven chip demand flows.
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