Eamonn Sheridan

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News
Australian Private Capital Expenditure
News

Australian Q4 2025 business capex has fallen from Q3 but has beaten expectations

  • Data only post.
Central Banks
cny yuan pboc 23 September 2025 2
Central Banks

PBOC is expected to set the USD/CNY reference rate at 6.8605 – Reuters estimate

  • PBOC CNY reference rate setting for the trading session ahead.
Stocks
TradeCompass: Nvidia (NVDA) Stock Analysis for Today
Stocks

Nvidia’s Huang says markets misjudge AI threat as revenue and guidance smash forecasts

  • The results and guidance reinforce AI infrastructure momentum and may ease fears of a near-term capex cliff. Huang’s defence of enterprise software could also support AI-linked SaaS names alongside semiconductor stocks.
News
nzd update chart 26 February 2026
News

NZ business confidence eases but inflation pressures build – ANZ survey

  • The survey reinforces the idea that underlying inflation pressures remain sticky. While headline CPI may re-enter the target band in Q1, firm pricing and wage intentions reduce the probability of aggressive RBNZ easing and support NZD stability on dips.
Central Banks
usdyen chart update Bank of Japan Governor Ueda 26 February 2026
Central Banks

BOJ’s Ueda flags March, April hike chance, says wage gains could hasten 2% target

  • The comments reinforce expectations of further BOJ tightening and may underpin the yen at the margin, though political uncertainty and board dynamics could temper conviction in an April move.
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