Eamonn Sheridan

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News
Japanese yen currency
News

Japan’s Takaichi backs away from minimum-wage target amid pushback from regional firms

  • Comments reinforce expectations of gradual, market-led wage growth — a key pillar of the BoJ’s inflation narrative but harder to achieve without formal government benchmarks.
News
Jerome Powell bursing the AI bubble (he knows).
News

UBS: China’s AI power build-out (5–6GW) is modest vs U.S. (40–45GW), signalling no bubble.

  • UBS lifts China power-demand outlook, sees AI-driven surge and faster energy investment
Central Banks
cny yuan pboc 23 September 2025 2
Central Banks

PBOC is expected to set the USD/CNY reference rate at 7.0964 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
News
5 stocks that showed increased weakness
News

China - Evergrande Property Services invites updated bids as liquidation process advances

  • The slow progression underscores ongoing uncertainty around asset realisation from the wider Evergrande collapse.
Forex
5 stocks that showed increased weakness
Forex

Japan's Economy Minister Kiuchi says a weak yen can push up CPI through import costs

  • Kiuchi with; 1. basic economics, 2. dishwater weak intervention attempt
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