Eamonn Sheridan

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Central Banks
pboc cny yuan note 24 September 2025 6
Central Banks

PBOC is expected to set the USD/CNY reference rate at 7.1141 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
Central Banks
pboc cny yuan cnh 23 September 2025 2
Central Banks

Goldman delays China ‘dual cut’ to 2026, expects gradual yuan appreciation

  • Goldman Sachs now expects China’s “dual cut” in early 2026 as the PBOC signals caution and prioritises currency stability. The bank sees the yuan’s rise against the dollar as slow and uneven, with appreciation hinging on stronger exporter inflows.
Central Banks
RBA BUILDING
Central Banks

RBA Assistant Governor (Financial System) Brad Jones says markets struggling to price risk

  • Reserve Bank of Australia
Stock market update
SP500
Stock market update

State Street risk appetite index eases to neutral as investors turn defensive

  • State Street’s Risk Appetite Index slipped to neutral as investors shifted toward defensive positions, even while keeping equity allocations near record highs. The firm said the change reflects portfolio caution rather than outright risk aversion.
News
Japan flag
News

Reuters November Tankan shows manufacturing sentiment improving, services stable

  • The manufacturing index jumped to its highest in four years
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