Eamonn Sheridan

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Central Banks
bessent usd yen rate check 24 February 2026
Central Banks

Bessent led yen rate check amid Japan election volatility – Nikkei

  • The disclosure reinforces the perception of close U.S.–Japan coordination and suggests Washington remains willing to signal support if yen volatility threatens broader bond market stability.
Commodities
Goldman Sachs gold forecast 24 February 2026 chart
Commodities

Goldman Sachs forecasts $5,400 gold on central bank demand and Fed cuts

  • A move toward $5,400 would likely coincide with lower real yields and sustained official-sector buying, reinforcing gold’s role as a hedge while increasing short-term volatility from options-driven flows.
News
US TARIFFS
News

Trump considers new Section 232 tariffs after Supreme Court ruling

  • A pivot toward expanded Section 232 tariffs could reintroduce sector-specific trade uncertainty, particularly for industrials, chemicals and advanced manufacturing supply chains, while preserving tariff revenue streams despite the Supreme Court ruling.
News
aud update 24 February 2026
News

Australia January CPI preview: core inflation steady, electricity lifts headline

  • A 0.3% trimmed mean print would reinforce the view that underlying inflation remains sticky, supporting expectations for further RBA tightening and potentially underpinning AUD and front-end yields.
Central Banks
eurchf forecast 24 February 2026 chart
Central Banks

Swiss franc: Rabobank and UBS see CHF strength persisting (Rabo EUR/CHF 0.91 forecast)

  • A persistently strong franc would weigh on Swiss exporters and cap EUR/CHF rallies, while reinforcing CHF’s role as a defensive hedge during bouts of global risk aversion.
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