Mester: We're not going to think a strong market means inflation is coming

ULTA's stock dips 5.2% on weak 3-yr sales growth, but trades at 18.8x forward P/E. Is it a buy?

Morgan Stanley’s Wilson says equities are in late-stage correction, not downturn. Valuations reset and earnings strong. Rates seen as main risk, with 4.5% US 10Y key. Favors cyclicals and hyperscaler tech as positioning shifts.

Economic and event calendar in Asia for (TACO/Deadline) Tuesday, April 7, 2026. Lower tier data only on the agenda today.

Firmus Tech raises $505M at $5.5B valuation for AI infra. Nvidia backs it, but some see circular deal risks.

STX surges 6% on top pick rating; component shortage may last till 2028, boosting margins.

Honduras coffee exports up 29.6% in March, but avg price drops to $307.55/bag. Total exports hit $1.36B.

AVY's 5.4% gain trails market, but declining ROIC & modest revenue growth at 17x P/E raise caution.