Eamonn Sheridan

Latest Articles

Sort by: Latest | Oldest
Sort by: Latest | Oldest
Stock market update
dax 22 April 2026
Stock market update

Morgan Stanley flags pause in European equities, sees stock pickers market

  • The call suggests a shift away from index-driven gains toward a more selective market, supporting active strategies. Sector divergence is likely to widen, with defensives and cyclicals tied to energy and financials outperforming weaker consumer-linked segments.
News
usdyen chart update 22 April 2026
News

Japan exports beat but rising import costs squeeze trade surplus

  • The data supports near-term resilience in Japan’s external sector, but the weaker surplus and rising import costs reinforce downside risks for the yen and margins. Energy-driven inflation keeps pressure on the BoJ’s policy path and FX dynamics.
Central Banks
pboc cny yuan note 24 September 2025 11
Central Banks

PBOC sets USD/ CNY mid-point today at 6.8635 (vs. estimate at 6.8233)

  • PBOC CNY reference rate setting for the trading session ahead.
News
Australia leading index march 2026
News

Australia’s growth pulse cools, Leading Index dips below trend

  • The shift below trend reinforces a softening growth backdrop but does not yet point to a downturn, keeping the RBA in a difficult position. Slower activity argues for caution, but persistent energy-driven inflation supports the case for maintaining a tightening bias.
Commodities
oil tanker at sunset
Commodities

Trump weighs extending Jones Act waiver. Policy shift eases US fuel costs amid Iran war

  • Extending the waiver would act as a domestic supply release valve, helping cap U.S. fuel price pressures and potentially softening regional crude spreads. However, it may have limited global oil impact, with effects concentrated on U.S. logistics and refining flows.
!"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}