Eamonn Sheridan

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Commodities
Update oil ukmto attack 11 March 2026
Commodities

Container ship damaged off UAE, hit by suspected projectile near Strait of Hormuz

  • Any attack or suspected strike on vessels near the Strait of Hormuz can quickly increase geopolitical risk premiums in oil markets, given the waterway’s critical role in global energy supply.
Central Banks
rba cash rate history 11 March 2026
Central Banks

Westpac lifts RBA peak rate forecast to 4.35%, sees RBA hiking rates in March and May

  • Westpac’s shift toward expecting back-to-back RBA hikes reinforces the market narrative that the March meeting is now “live,” potentially supporting Australian bond yields and the Australian dollar.
Central Banks
AUD tailwind rba 11 March 2026 update chart
Central Banks

Australian bank analysts are piling on to forecast an RBA rate hike next week

  • The Reserve Bank of Australia meet on March 16 and 17, a 25bp rate hike is being priced in (70%) after Hauser yesterday
News
Yen has lost a little today ppi February 2025 chart
News

Weak yen and oil shock cloud Japan inflation outlook -- PPI recap

  • Rising import costs and volatile oil prices could lift inflation in the months ahead, but if price pressures remain largely cost-driven, markets may question how quickly the BOJ will continue tightening policy.
Central Banks
pboc cny yuan cnh 23 September 2025 2
Central Banks

PBOC sets USD/ CNY central rate at 6.8917 (vs. estimate at 6.8824)

  • PBOC CNY reference rate setting for the trading session ahead.
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