Eamonn Sheridan

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News
Japan Takaichi
News

Chinese state media is paying out on Japan PM Takaichi, "spewing sh*t"

  • Wow, fierce remarks from Xinhua, saying the Japanese PM may have to pay a price for her Taiwan comments
News
CHINA FLAG IL
News

Huawei gains state backing as chip shortages worsen under U.S. curbs

  • China is directing SMIC to prioritise scarce advanced chips for Huawei, worsening shortages caused by U.S. export controls. The move underscores Beijing’s push to sustain domestic AI ambitions as Washington debates whether to tighten or ease restrictions on Nvidia’s China sales. Despite poor yields at SMIC, Huawei’s chip output is expanding rapidly, highlighting both the impact and the limits of U.S. curbs.
Central Banks
Michael Barr
Central Banks

Fed's Barr speech in Singapore - no comment on monetary policy or his economic outlook

  • Federal Reserve Governor Barr
Central Banks
RBA SIGN
Central Banks

RBA’s Hauser says policy likely still restrictive but under review amid uneven data

  • RBA Deputy Governor Andrew Hauser said policy is likely still restrictive but under review, with the board debating how tight settings remain. He flagged mixed consumption data, dismissed volatile sentiment readings, and reiterated that any policy shift will depend on sustained evidence of recovery.
Central Banks
Fed Powell in Fog
Central Banks

Nomura expects Fed to pause in December as labour market stays firm

  • Nomura expects the Fed to hold rates steady in December, citing a still-firm labour market and Powell’s hawkish tone. The call goes against market consensus for another cut.
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