Australia's services PMI rose to 50.7 in April from 46.3 in March, but new orders fell for a second month and input price inflation hit its fastest pace since August 2022, driven by Middle East fuel costs.
VBR's lower fees & 31.7% return vs. ISCV's higher yield & 34.1% return. Weigh risk vs. reward.
NOW's 56% upside potential shines with strong cash flow, while CBRE & ENOV show weak returns & declining sales.
Intel dips 3.8% after a 166% rally. AI wins & new leaders face growth tests.
Industrials up 16.3%, but watch out for cash-burners like ALTG (6.3x EV/EBITDA). FSLR shines with 23.3% growth.
Anthropic's $1.5B AI venture with Wall Street giants targets PE firms. High stakes, big returns potential.
ECB professional forecasters have raised eurozone inflation expectations to 2.7% for 2026 while cutting growth forecasts to 1.0%, with energy costs from the Middle East war cited as the primary driver.
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