Eamonn Sheridan

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Central Banks
usdyen chart tokyo cpi February 2026
Central Banks

Japan inflation ebbing. Tokyo area core CPI slows below 2%, first time since October 2024

  • Data post only
Stocks
netflix termination fee paramount 27 February 2026
Stocks

Netflix shares just jumped circa 13%, just scored a free US$2.8bn payout

  • Netflix has opted not to increase its bid for Warner Bros.
News
job loss floodgates open picture
News

Block shares jump ~25% after AI-driven layoffs; Job loss floodgates to open wide

  • If markets keep rewarding “AI replaces labour” restructures with this kind of instant repricing, and they will, expect more CEOs to pull the trigger quickly. And to frame it as acceleration, not distress.
Stocks
NVDA shares lower 27 February 2026 chart
Stocks

NVIDIA gets fresh Wall Street backing. JPMorgan lifts target to 265, UBS flags AI upside

  • Positive incremental signal. Target upgrades and strong forward commentary reinforce the AI infrastructure narrative and may support dips being bought, particularly if broader tech sentiment stabilises.
Stocks
block cut 50 percent jack dorsey
Stocks

Jack Dorsey’s Block cutting 4,000 employees, reducing workforce by nearly 50%. Shares jump

  • Massive headcount cut.
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