Eamonn Sheridan

Latest Articles

Sort by: Latest | Oldest
Sort by: Latest | Oldest
Central Banks
usdyen intervention no comment 01 May 2026
Central Banks

Japan head intervention official won't comment on FX or oil futures intervention

  • The Nikkei reported that the Ministry of Finance had intervened in the FX market to buy yen, presumed to have been executed via selling of US dollars against yen
Central Banks
USDJPY update fvg illustration 01 May 2026
Central Banks

Tokyo CPI misses forecast sharply, giving BoJ room to hold despite June hike signals

  • Yen negative. Tokyo inflation missed forecasts across all measures in April, with core CPI at its weakest since March 2022, giving the Bank of Japan reason to pause before acting on its June rate hike signals even as oil prices and yen weakness threaten a renewed acceleration in coming months.
Commodities
gold to 8000 dollars forecast 01 May 2026
Commodities

Gold could nearly double, $8K, as emerging market central banks ditch the USD for bullion

  • Deutsche Bank has outlined a scenario in which accelerating central bank de-dollarisation pushes gold to $8,000 an ounce within five years, as emerging market institutions sitting on just 16% gold allocations show significant room to buy further.
Central Banks
Japan tokyo 30 January 2026 2
Central Banks

Japan: Tokyo area April CPI headline 1.5% y/y (expected 1.7%, prior 1.4%)

  • Japan inflation data.
News
Australia april manufacturing pmi 01 May 2026
News

Australian factory input costs hit four-year high as Middle East supply disruption bites

  • Australia's manufacturing PMI returned above 50 in April but the headline figure masks a deteriorating picture, with the index lifted by supply chain disruption and safety stock building while output, new orders and employment all contracted amid a Middle East-driven fuel and freight shock.
!"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}