Eamonn Sheridan

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Stocks
NVIDIA CEO and our buy the dip, sell the rip
Stocks

Nvidia’s U.A.E. chip deal stalls over U.S. investment demands and China concerns

  • A U.S.-U.A.E. deal to deliver Nvidia AI chips has stalled, with Emirati investments in the U.S. still pending. Commerce Secretary Howard Lutnick has tied export approval to those commitments, while security concerns over the U.A.E.’s China ties add to the delay.
News
oil heavy fall china opec geopolitics chart
News

Oil market faces volatility as OPEC+, China and geopolitics pull in different directions

  • Partial OPEC+ compliance has tightened balances, China’s stockpiling has supported prices, and conflicts add volatility, leaving forecasts highly uncertain.
News
Trump Putin
News

Germany's Munich Airport closed - drones spotted over the airport

  • Germany's Munich Airport has been closed following drones spotted over the airport, a federal Police spokesperson tells BILD
News
natgas
News

Goldman leaves Henry Hub forecasts steady, eyes medium-term tightness

  • Goldman Sachs kept its Henry Hub gas price forecasts steady at $4.00/mmBtu for late 2025 and $4.60 for 2026. The bank said attention will soon turn to supply constraints in the medium term, driven by LNG exports, power demand, and slower production growth.
News
Texas jobless claims
News

Japan's August unemployment rate 2.6% (vs. 2.4% expected)

  • Japan August jobs-applicants ratio 1.20, down from 1.22 in July
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