Eamonn Sheridan

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News
pboc cny yuan note 24 September 2025 6
News

PBOC is expected to set the USD/CNY reference rate at 7.1162 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
News
Japan Tokyo
News

ICYMI - Japanese markets are closed for a holiday today.

  • Labor Thanksgiving Day November 23 (Observed on November 24)
News
Ukraine Russia Peace
News

US and Ukraine refine peace plan as major hurdles remain

  • Washington and Kyiv advance a revamped peace plan, but core security and territorial questions remain unresolved.
Central Banks
Reserve Bank of New Zealand
Central Banks

NZIER Shadow Board majority recommends a 25bp RBNZ OCR cut to 2.25% this week

  • A Shadow Board tilt toward further easing reinforces expectations for a November MPS rate cut. A minority prefers holding rates, warning of inflation risks and overstimulation.
Central Banks
Goldman Sachs sized 22 July 2025 2
Central Banks

Goldman forecasts December Fed interest rate cut, then another in March, then June of 2026

  • Goldman’s call reinforces expectations for a measured but persistent easing cycle, supporting front-end duration, tempering USD strength, and underpinning risk assets sensitive to lower real rates.
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