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Eamonn Sheridan

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Commodities
brent crude update iran rubio talks 26 February 2026
Commodities

Rubio says Iran pursuing ICBMs, missile issue a “big problem” before talks

  • Sharper rhetoric may lift geopolitical risk premiums in oil and gold, though Rubio’s emphasis on continued diplomacy tempers immediate escalation fears.
Eamonn Sheridan
25/02/2026 | 23:12 GMT
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Eamonn Sheridan
25/02/2026 | 23:12 GMT
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News
US INFLATION MONEY
News

IMF’s Georgieva says tariffs lifted US goods inflation, backs Fed rate at 3.25%–3.5%

  • Comments support expectations of gradual Fed easing toward the mid-3% range if inflation continues to cool, while fiscal and current account warnings may keep upward pressure on long-term yields and the dollar risk premium.
Eamonn Sheridan
25/02/2026 | 22:30 GMT
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Eamonn Sheridan
25/02/2026 | 22:30 GMT
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News
US economic data USA nonfarm payrolls
News

IMF sees US growth at 2.4% in 2026, urges deficit cuts as debt heads to 140% GDP

  • The report reinforces a “soft landing” narrative but keeps fiscal sustainability concerns alive. Treasury supply expectations and long-term yield dynamics remain key, while the Fed’s independence message may draw political attention.
Eamonn Sheridan
25/02/2026 | 22:27 GMT
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Eamonn Sheridan
25/02/2026 | 22:27 GMT
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Central Banks
Yen remains heavy 26 February 2026 chart
Central Banks

BOJ’s Ueda says rates will rise if outlook strengthens, inflation to re-accelerate

  • The remarks carry a mildly hawkish tone and may support the yen at the margin, reinforcing expectations that the BoJ’s rate normalisation cycle is not complete.
Eamonn Sheridan
25/02/2026 | 22:00 GMT
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Eamonn Sheridan
25/02/2026 | 22:00 GMT
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Stocks
nvda chart 26 February 2026
Stocks

Nvidia Q4 crushes, Q1 guide tops Street as AI engine roars

  • Nvidia Q1 revenue forecast beats estimates as data centre sales surge 75%
Eamonn Sheridan
25/02/2026 | 21:36 GMT
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Eamonn Sheridan
25/02/2026 | 21:36 GMT
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