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Eamonn Sheridan

Eamonn Sheridan

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Commodities
Iran USA war
Commodities

US says two-thirds of Iran’s arms facilities destroyed in ongoing strikes

  • Reduced Iranian strike capability may ease immediate risk premiums, but ongoing conflict and uncertainty around long-term stability could keep oil and shipping volatility elevated.
Eamonn Sheridan
14 hours ago
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Eamonn Sheridan
14 hours ago
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Commodities
oil update 26 March 2026
Commodities

Venezuela oil output rises to 1.1 mln bpd as sector recovery gains traction

  • Incremental supply from Venezuela may modestly ease global oil tightness, particularly amid Middle East risks, though the scale is unlikely to materially offset broader geopolitical supply shocks.
Eamonn Sheridan
14 hours ago
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Eamonn Sheridan
14 hours ago
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Commodities
US Iran War
Commodities

Trump may announce Iran ceasefire even WITHOUT a deal, Israeli media reports

  • Israeli media report Trump may announce an Iran ceasefire by Saturday, even without a final deal. The unusual move could ease risk sentiment short-term, though lack of formal agreement raises durability concerns. On the other hand, it might be misdirection ahead of ground invasion.
Eamonn Sheridan
15 hours ago
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Eamonn Sheridan
15 hours ago
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Forex
eur ecb fed diverge 26 March 2026
Forex

Morgan Stanley warns dollar rally may be bull trap amid growth risks

  • If markets shift toward Fed cuts and weaker growth expectations, USD strength may unwind, supporting EUR and JPY while reinforcing broader FX volatility tied to policy divergence.
Eamonn Sheridan
15 hours ago
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Eamonn Sheridan
15 hours ago
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Central Banks
puppet 26 March 2026
Central Banks

Fed's Miran, Trump's puppet at the Bank, calls for rate cuts, like he always does

  • Federal Reserve Governor Miran
Eamonn Sheridan
15 hours ago
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Eamonn Sheridan
15 hours ago
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