Eamonn Sheridan

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Central Banks
pboc cny yuan cnh 23 September 2025 2
Central Banks

China prioritises yuan stability over exports as PBOC defends currency

  • China is favouring a stronger yuan to bolster investor confidence and foreign inflows, with the PBOC defending the currency against a stronger dollar through daily midpoint adjustments.
Central Banks
central bank 42
Central Banks

Annual ECB Conference on Money Markets begins in Frankfurt today, and continues tomorrow

  • Thursday, 6 and Friday, 7 November 2025
Commodities
Japan markets
Commodities

Japan, U.S. plan joint rare earth mining near Minamitori Island

  • Japan and the U.S. will study joint rare earth mining around Minamitori Island, with Japan set to start test extraction early next year to reduce reliance on China.
News
Trump Trade Tariffs
News

Goldman Sachs says Supreme Court likely to curb presidential tariff powers under IEEPA

  • Goldman Sachs said Supreme Court justices appear doubtful of the president’s power to levy tariffs under IEEPA, with a ruling expected by early 2026 that could trigger refunds but limited overall trade impact.
News
Japan Takaichi
News

Japan to revamp foreign investment law, narrow IT reviews, and close loopholes

  • Japan will tighten its foreign investment rules next year, narrowing IT reviews and creating a U.S.-style screening panel to strengthen national security oversight.
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