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Eamonn Sheridan

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Central Banks
japan wrap
Central Banks

JGBs steady, Nikkei eases from record high as BOJ rate decision looms

  • Tokyo is calm before the decision; the hike is priced, the guidance is not.
Eamonn Sheridan
16/06/2026 | 00:37 GMT
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Eamonn Sheridan
16/06/2026 | 00:37 GMT
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News
Trump war 34d
News

GM in talks with Lockheed to make weapons parts as Pentagon seeks to restock

  • Detroit is being drafted; the Pentagon needs parts and the auto industry has the floor space.
Eamonn Sheridan
16/06/2026 | 00:29 GMT
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Eamonn Sheridan
16/06/2026 | 00:29 GMT
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Central Banks
usdcny 16 June 2026
Central Banks

PBOC is expected to set the USD/CNY reference rate at 6.7605 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
Eamonn Sheridan
16/06/2026 | 00:17 GMT
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Eamonn Sheridan
16/06/2026 | 00:17 GMT
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Commodities
USA Iran peace
Commodities

Analysts back Iran deal as oil price catalyst but warn peace dividend won't be instant

  • The direction is clear; the pace and durability of the peace dividend are anything but.
Eamonn Sheridan
15/06/2026 | 23:49 GMT
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Eamonn Sheridan
15/06/2026 | 23:49 GMT
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Central Banks
BOJ intervenes as yen weakens, raising risks for Japan and global markets
Central Banks

BOJ hike certain, RBA and Fed on hold as Iran deal reshapes central bank outlook

  • Geopolitics is running the central bank week; the BOJ is the only one with a clear mandate to move.
Eamonn Sheridan
15/06/2026 | 23:25 GMT
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Eamonn Sheridan
15/06/2026 | 23:25 GMT
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