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Eamonn Sheridan

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Central Banks
bear
Central Banks

ICYMI - Morgan Stanley drops December Fed cut call after strong September payroll rebound

  • The shift reinforces a hawkish tilt in near-term Fed expectations, lifting front-end yields and reducing market-implied odds of December easing while anchoring expectations for a gradual cutting cycle in 2026.
Eamonn Sheridan
20/11/2025 | 22:53 GMT
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Eamonn Sheridan
20/11/2025 | 22:53 GMT
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News
Trump Trade Tariffs
News

ICYMI - Trump's latest cave in, slashes tariffs on Brazil. Every day brings a TACO story.

  • Trump expanded tariff exemptions for Brazilian food imports, scrapping a 40% levy on items such as coffee, orange juice and beef. The move, effective retroactively to Nov. 13, aims to ease voter anger over high grocery prices and marks another diplomatic loss.
Eamonn Sheridan
20/11/2025 | 22:40 GMT
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Eamonn Sheridan
20/11/2025 | 22:40 GMT
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Cryptocurrency
Bitcoin gunden bails out 21 November 2025 2
Cryptocurrency

Top Bitcoin whale sells entire $1.3bn BTC stack as sentiment fades

  • A full liquidation by one of Bitcoin’s largest individual holders adds near-term supply overhang and reflects deteriorating retail sentiment, potentially tempering upside momentum.
Eamonn Sheridan
20/11/2025 | 22:10 GMT
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Eamonn Sheridan
20/11/2025 | 22:10 GMT
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News
PMI
News

Australian preliminary November PMIs: Manufacturing 51.6 (prior 49.7)

  • Flash S&P Global PMIs from Australia
Eamonn Sheridan
20/11/2025 | 22:09 GMT
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Eamonn Sheridan
20/11/2025 | 22:09 GMT
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News
trade war
News

New Zealand October trade improves, both imports and exports higher m/m

  • Trade deficit widened
Eamonn Sheridan
20/11/2025 | 21:47 GMT
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Eamonn Sheridan
20/11/2025 | 21:47 GMT
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