EURJPY orders 16 Sept

KOS drops 7.7% on downgrade & stock offering. Year-to-date rally leaves it overvalued.

GEV jumps 4% on analyst upgrades & MVM deal; up 43.5% YTD, volatile.

Australia’s PM Albanese is in Singapore seeking fuel supply assurances as Hormuz disruptions strain energy flows. With 84% import reliance and Singapore supplying over half its petrol, supply risks are rising across key sectors.

META jumps 2.4% on new AI & $21B CoreWeave deal. Down YTD but up 100% in 5 yrs.

ADSK, PCTY, RPD plunge on AI disruption fears. Burry eyes legacy SaaS vulnerability. Buy dips?

Japan wholesale inflation rose 2.6% y/y in March, with import prices surging on higher oil costs. The BOJ warned of stagflation risks if the Middle East conflict persists, as markets price a rising chance of a near-term rate hike.

FRT yields 4.1% with 58 yrs of dividend hikes; EPD yields 5.7% w/ 1.7x coverage; ARCC yields 10.5% but is volatile.