Eamonn Sheridan

Latest Articles

Sort by: Latest | Oldest
Sort by: Latest | Oldest
Stock market update
the algorithim of active management infographic
Stock market update

Bloomberg: Harvard study finds AI predicts only 71% of active-fund trades

  • The findings intensify pressure on active managers to demonstrate genuine alpha. As AI models increasingly map systematic behaviour, fee differentiation may depend on clearly measurable outperformance from non-routine trades.
Stock market update
nikkei 60750 forecast chart
Stock market update

Japan’s Nikkei seen surging to 60,750, extending historic record-breaking run

  • The poll reinforces a constructive medium-term outlook, suggesting dips may attract buyers. Strong earnings and foreign allocations remain the dominant drivers, while near-term upside appears capped by valuation consolidation.
Stock market update
Nikkei (cfd) update 25 February 2026 2
Stock market update

Goldman Sachs: Japan rally has further to run after Takaichi victory

  • The call reinforces a structural bull case: lower political risk, improving reform momentum and potential foreign inflows support valuations. However, ROE delivery and fiscal discipline remain pivotal swing factors.
Central Banks
eurchf update chart snb 25 February 2026
Central Banks

SNB sees inflation rising despite possible negative prints, ready to intervene in FX (CHF)

  • The remarks reinforce a steady-policy stance with a medium-term inflation lens. Markets are unlikely to price immediate easing, but FX intervention risk remains a key swing factor for CHF.
Commodities
Oil inventory data
Commodities

Private survey inventory shows a huge headline crude oil build, much larger than expected

  • This is from the privately surveyed oil stock data ahead of official government data tomorrow morning out of the US.
!"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}