I have commented in the last two day reiterating my view on their resolve. I believe they will not falter and will stay on message for some time to come.
Meantime buy the dips in EURCHF. This one is for the patient.
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CELH jumps 2.5% on DB upgrade; 33% drop seen as overreaction. Volatile stock, but 5-yr return is 100%.
APP jumps 7% on Wells Fargo's raised PT & strong Q1 revenue estimates. Analysts see 19% YoY growth.
CCL's 0.1% return on capital & 9.5% FCF margin raise flags. PRVA's negative returns & FHB's slow growth signal caution.
Israel has prepared expanded strike plans targeting Iran’s energy and infrastructure, pending US approval. Officials doubt diplomacy will succeed, with Trump’s next move seen as key to escalation risk and potential oil supply disruption.
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.
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