Eamonn Sheridan

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Central Banks
Trump Bessent Lutnick
Central Banks

Bessent wants more Fed rate cuts (Yes, I know, Bessent parroting Trump is not news)

  • The admin is rolling out all the talking heads to pump rate cuts, Hassett, Miran, now Bessent
Forex
USDJPY
Forex

Japanese finance minister Katayama - another attempt at verbal intervention yen support

  • Japanese finance minister Katayama says recent FX moves are sharp, one-sided
Central Banks
pboc cny yuan note 24 September 2025 8
Central Banks

PBOC is expected to set the USD/CNY reference rate at 7.1154 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
News
Shopping consumer sentiment confidence
News

UK consumer confidence falls ahead of budget as households brace for tax hikes

  • Weaker sentiment reinforces downside risks for UK consumption heading into year-end, adding pressure on retailers and underscoring fiscal uncertainty ahead of the budget.
News
Singapore
News

Singapore lifts 2025 growth forecast after Q3 GDP beats expectations

  • The stronger-than-expected GDP print reinforces Singapore’s relative resilience in Asia and may support SGD sentiment, though sector-specific U.S. tariffs remain a risk to the 2026 outlook.
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