Eamonn Sheridan

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Commodities
oil trump trick 25 March 2026
Commodities

Iran distrusts Trump ceasefire peace push as US pairs diplomacy with military pressure.

  • Supportive for geopolitical risk premium, as it shows diplomacy is active but badly mistrusted, reducing confidence in any quick or durable ceasefire.
Commodities
Daily candles, oil 25 March 2026
Commodities

Iran proposes regional military alliance excluding US and Israel. Again.

  • Geopolitically supportive for risk premium, as it signals longer-term regional fragmentation and reduced likelihood of coordinated de-escalation frameworks.
Commodities
oil iran ceasefire 25 March 2026
Commodities

Iran prefers JD Vance for talks, over Witkoff or Kushner, highlighting trust issues

  • Slightly bearish for de-escalation prospects, as it highlights fragmentation and trust issues in diplomacy, keeping geopolitical risk elevated.
Central Banks
usdcny update 25 March 2026
Central Banks

PBOC sets USD/ CNY mid-point today at 6.8911 (vs. estimate at 6.8819)

  • PBOC CNY reference rate setting for the trading session ahead.
Central Banks
aud response chart February 2026 cpi
Central Banks

Australia February CPI cools slightly, but energy shock clouds inflation outlook

  • Hawkish for RBA expectations, as inflation remains above target and upcoming energy-driven price pressures are likely to push inflation higher again.
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