Eamonn Sheridan

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Central Banks
Reserve Bank of New Zealand
Central Banks

The new Governor of the Reserve Bank of New Zealand will be announced Wednesday NZ time

  • It appears Hawkseby will not get the job
Stock market update
Goldman Sachs S&P 500 forecast 23 September 2025 7200 2
Stock market update

Citadel warns S&P 500 enters historically weakest week, despite strong Monday rally

  • Citadel Securities’ Scott Rubner cautions that the 39th trading week — now underway — is historically the weakest of the year for the S&P 500, often marked by 1% declines.
Stock market update
US JAPAN FLAG
Stock market update

Nomura upbeat on Japan equities into 2026, backs governance reforms. Is IT overweight.

  • Nomura Asset Management sees Japanese equities as attractively valued heading into 2026: governance reforms, U.S. trade deal that capped tariffs at 15%. The firm is underweight autos and overweight IT.
News
PMI
News

All three Australian preliminary PMIs declined in September.

  • Flash PMIs for September 2025 from Australia.
News
TradeCompass Euro Fx futures analysis for today
News

Germany’s tax revenues rise 2% in August, but ministry sees no quick economic rebound

  • Rising tax receipts provide fiscal support, but Germany’s growth remains constrained by weak demand and external tariff risks.
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