Eamonn Sheridan

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News
rba Reserve Bank of Australia Australia Australian dollar aud 2
News

DATA: Australia November 2025 Trade Balance +2936mn AUD (expected +4900mn)

  • Data post only, a miss for this data
Central Banks
usdkrw 08 January 2026 chart 2
Central Banks

South Korea warns on won volatility, signals swift action and equity-inflow measures

  • Stronger intervention rhetoric can damp volatility short term, but sustained KRW recovery likely needs improved flow dynamics and credible equity-inflow reforms.
Central Banks
cnh offshore yuan chart update 08 January 2026 2
Central Banks

PBOC rolls CNY 1.1tn repos to keep liquidity ample as Q1 funding needs rise

  • A large rollover reduces near-term funding-risk tails, supportive for bonds and credit transmission, while signalling an ongoing accommodation bias into 2026.
Central Banks
chart of usdjpy after Japan wages data for November 2025
Central Banks

Japan real wages slide sharply in November, posing a key dilemma for the Bank of Japan

  • Persistent real-wage declines highlight the risk that inflation outpaces income growth, a key constraint for sustained BOJ policy normalisation.
News
Texas jobless claims
News

DATA: Japan November 2025 real wages -2.8% y/y

  • Japan wages data for November 2025
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