Eamonn Sheridan

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Stocks
Mega IPOs like SpaceX and OpenAI face growth and valuation risks.
Stocks

SpaceX IPO filing imminent, report says deal could raise over $75bn

  • Likely positive for equities sentiment if confirmed, as a successful mega IPO would signal strong risk appetite, though sizing uncertainty may temper expectations.
News
AUD AUSTRALIA
News

Australian February CPI: Core (trimmed mean) 3.3% y/y (vs. expected 3.4%)

  • Just the data in this post
Central Banks
usdcny update 25 March 2026
Central Banks

PBOC is expected to set the USD/CNY reference rate at 6.8819 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
Central Banks
usdyen Bank of Japan January 2026 minutes
Central Banks

BoJ minutes signal gradual rate hikes as inflation nears target and oil risks rise

  • Hawkish for JPY and yields, as it reinforces a tightening bias, with rising oil prices since the meeting are strengthening the inflation case for further rate hikes.
Commodities
keystone oil 25 March 2026
Commodities

Canada discusses Keystone XL revival with US amid rising energy security risks

  • Canada discussed reviving Keystone XL with Trump officials, framing it as boosting US energy security, though no clear support has emerged as Ottawa also pushes export diversification via Trans Mountain expansion.
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