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Eamonn Sheridan

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News
Goldman Sachs sized 22 July 2025 2
News

Goldman Sachs February CPI preview signals gradual inflation slowdown, not everyone agrees

  • A softer CPI reading would reinforce the narrative that U.S. inflation continues to cool gradually, potentially easing pressure on bond yields and supporting risk assets if confirmed.
Eamonn Sheridan
11/03/2026 | 01:03 GMT
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Eamonn Sheridan
11/03/2026 | 01:03 GMT
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Central Banks
CNY is onshore yuan 11 March 2026
Central Banks

PBOC is expected to set the USD/CNY reference rate at 6.8824 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
Eamonn Sheridan
11/03/2026 | 00:23 GMT
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Eamonn Sheridan
11/03/2026 | 00:23 GMT
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Commodities
oil iea spr release 11 March 2026
Commodities

The IEA is weighing a record oil reserve release to calm markets after Hormuz disruption

  • A coordinated strategic reserve release could temporarily cap oil prices, but sustained disruption to the Strait of Hormuz would likely keep a geopolitical risk premium embedded in energy markets.
Eamonn Sheridan
11/03/2026 | 00:21 GMT
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Eamonn Sheridan
11/03/2026 | 00:21 GMT
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News
japan wrap
News

Japanese wholesale prices +2.0% y/y in February (2.1% expected)

  • Data post only
Eamonn Sheridan
10/03/2026 | 23:54 GMT
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Eamonn Sheridan
10/03/2026 | 23:54 GMT
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Central Banks
usdyen intervention zone 11 March 2026
Central Banks

ICYMI: Debate grows over political influence on Bank of Japan policy

  • Any perception of political pressure on the BOJ could increase scrutiny of Japan’s policy independence and influence expectations around the pace of future rate hikes, with potential implications for the yen and Japanese bond yields.
Eamonn Sheridan
10/03/2026 | 23:39 GMT
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Eamonn Sheridan
10/03/2026 | 23:39 GMT
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