Eamonn Sheridan

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Commodities
US Iran war
Commodities

NYT: Trump weighs limited Iran strikes as nuclear deal talks continue. In coming days.

  • I'm not sure why the NYT thinks Trump considering attacks on Iran is news. We all know this.
Commodities
Crude oil futures iran us talks Thursday February 26
Commodities

Update: US-Iran nuclear talks set for Thursday as Trump weighs military option

  • Markets are likely to view the Geneva meeting as a binary geopolitical catalyst. A credible diplomatic breakthrough would ease Middle East risk premia, potentially weighing on oil and supporting risk assets, while failure, especially if paired with explicit military preparations, could trigger sharp moves higher in crude, safe-haven flows into USD and gold, and pressure on regional equities. The interim-deal angle may temper volatility if negotiations show incremental progress.
News
China Japan
News

Economic and event calendar in Asia 23 February 2026 - Japanese markets are closed today

  • It's a holiday in Japan today.
Stocks
rolls royce stock buyback 23 February 2026
Stocks

Report: Rolls-Royce to return up to $2bn via new share repurchase

  • Rolls-Royce is tipped to top up shareholder returns with a fresh buyback as cash guidance stays firm.
Central Banks
ECB Lagarde
Central Banks

Lagarde warns new US tariffs risk renewed disruption to global trade

  • Renewed US tariff uncertainty adds a fresh layer of volatility across markets. For FX, the euro could see near-term choppiness if transatlantic tensions escalate, though reduced trade friction would be medium-term supportive. European exporters and globally exposed equities remain vulnerable to renewed tariff risk, while safe-haven flows into core bonds such as Bunds could strengthen if policy instability deepens. From an inflation perspective, any revival of tariffs risks re-introducing goods-price pressures, complicating the disinflation path for both the euro area and the United States.
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