After a couple of hours pausing for breath we’ve seen USDJPY slide lower since the Nikkei closed from 118.56 to 118.14 as European traders get to their desks and a USD-negative sentiment generally prevails
GBPUSD up to 1.5747 shying away from the offers around 1.5750 so far . EURUSD 1.2454 and USDCHF 0.9642 with EURCHF rooted around 1.2010 still
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PWR's 21% backlog growth & 26% EPS surge suggest strong returns, despite its 51.2x P/E.
Macy's (M) faces weak sales & falling EPS. COLL's costs rise faster than revenue. TTEK shows strong growth & buybacks.
ADI's 14.9% revenue growth & 60.3% gross margin shine, while GO's declining margins & LXFR's falling sales raise red flags.
ALOY defies China's price wars with policy-backed demand & tech independence. Returns now mandated, not market-driven.
GPOR faces earnings Tuesday. Revenue up 66% last Q, but missed estimates before. Peers surge.
OPLN faces earnings Tuesday. Last quarter revenue up 8.6%, but EPS missed. Analysts see steady growth ahead.
Verizon's 5.9% yield beats Nike's 3.7%, with VZ's FCF covering dividends vs. NKE's struggling margins.
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