RBNZ

AAR Corp's 15.9% revenue jump faces headwinds as peers drop 11.4%. Will AIR beat expectations?

ICYMI: Fitch sees Brent at $120 if Hormuz closure persists in 2026 Strongly bullish for oil in prolonged disruption scenarios;

Japan is considering cutting inflation-linked bond buybacks as demand rises, with break-even inflation above 1.9%. Planned purchases may drop to ¥15bn, signalling stronger inflation expectations and reduced need for market support.

KB Home faces Q1 earnings with revenue down 21.2% YoY. Stock down 20.3% monthly, target $61.42.

Oil prices dip amid Iran tensions; Dow futures down 0.17%. Treasury yields rise to 4.409%.

Nvidia's 73% revenue jump & 0.4 PEG ratio; Meta's 24% growth & 21x forward earnings make AI stocks attractive.

Fitch said Brent could average $120 in 2026 if Hormuz remains closed for six months, or $100 under a three-month disruption. Base case stays at $70, but a loss of ~15mb/d in flows keeps oil highly volatile amid geopolitical risks.