PEP trades at 19x P/E with weak sales growth. GOLF at 25x P/E lacks FCF. IEX at 25.3x P/E sees falling EPS.
Consumer discretionary earnings hit 6-yr low. 56% beat estimates; weaker demand & high costs bite.
Industrials up 12.5%, but KE's -10.9% sales decline & low FCF raise red flags. FLS shines with 29.8% EPS growth.
Oil hits 22-month high, nearing $150 as Qatar warns of export halts. LNG giants like Shell & Exxon see profit potential.
Fuel oil prices jump 30-40% on Strait of Hormuz disruption. Asian buyers scramble as supply tightens.
ZETA's 31.5% billings growth & 34.7% revenue forecast vs. WGO's 6.7% sales decline & falling EPS.
Gold trades at $30/oz discount in Dubai due to flight disruptions; spot gold up 20% YTD.
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