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Eamonn Sheridan

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ASX 200
News

Australian August 2025 trade balance +1825mn (expected +6500mn, prior +7310mn))

  • Big miss with exports falling on the month
Eamonn Sheridan
02/10/2025 | 01:31 GMT
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Eamonn Sheridan
02/10/2025 | 01:31 GMT
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News
China Xi Jinping
News

China is stepping up restrictions on European telecom suppliers Nokia and Ericsson

  • Is subjecting contracts to opaque security reviews and demanding more detailed disclosures from bidders, the FT reported. The move highlights growing barriers for Western tech firms in China’s telecom sector.
Eamonn Sheridan
02/10/2025 | 01:18 GMT
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Eamonn Sheridan
02/10/2025 | 01:18 GMT
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Cryptocurrency
BTC
Cryptocurrency

Corporate bitcoin treasury boom fizzles as purchases slow and stocks tumble

  • Corporate purchases of bitcoin have fallen steadily in recent months, and in September dropped to their lowest pace since April.
Eamonn Sheridan
02/10/2025 | 00:52 GMT
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Eamonn Sheridan
02/10/2025 | 00:52 GMT
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News
china rare earths export 2
News

Rare earth supply chain focus: China seeks Malaysian rare earth reserves in refinery talks

  • China and Malaysia are in talks on a rare earths refinery that would give Beijing access to Malaysia’s reserves while supplying Malaysia with processing technology. The project faces hurdles but could boost Malaysia’s role in global supply chains and counter Lynas.
Eamonn Sheridan
02/10/2025 | 00:38 GMT
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Eamonn Sheridan
02/10/2025 | 00:38 GMT
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News
UBS
News

UBS downplays U.S. shutdown fears, sees S&P 500 at 6,800 and gold at $3,900

  • UBS said a U.S. shutdown would have minimal lasting impact and advised investors to look past political noise. With more Fed cuts and solid earnings expected, UBS sees the S&P 500 climbing to 6,800 by mid-2026, gold to USD 3,900, and the USD weakening in favour of the EUR and AUD.
Eamonn Sheridan
02/10/2025 | 00:21 GMT
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Eamonn Sheridan
02/10/2025 | 00:21 GMT
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