Eamonn Sheridan

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Stock market update
S&P 500 Morgan Stanley 8000 target 14 May 2026
Stock market update

Morgan Stanley lifts S&P 500 target to 8,000 on earnings growth story

  • Morgan Stanley is bullish on earnings, not multiples, and says the market has already done the hard work of pricing in risk.
Commodities
Strait of Hormuz 10 April 2026
Commodities

Hormuz closure drives OPEC to slash demand outlook as OPEC+ output falls 1.74 million bpd

  • The Iran war is now bending OPEC's demand curve, with output and consumption both taking a hit.
Commodities
brent crude oil update trump in china 14 May 2026
Commodities

UAE denies Netanyahu held secret meeting with Emirati president during Iran war

  • A disputed secret meeting has pulled UAE-Israel wartime coordination into the open, to Abu Dhabi's evident discomfort.
News
Marco Rubio
News

Rubio wants to China to come to the rescue in Iran war

  • Rubio said he hopes to convince China to play a more active role in trying to convince Iran to walk away from what they are doing in the Gulf -Fox News interview
Central Banks
Feds Collins
Central Banks

ICYMI - Boston Fed's Collins raises prospect of rate hikes if inflation broadens

  • The Fed's rate-cut assumption is no longer a given, and one official thinks markets should know it.
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