USD/JPY has had a fairly muted reaction to the big increase in asset buying announced by the BOJ; unsurprisingly, JGBs have rallied sharply.
The surprise announcement has helped EUR/USD and AUD/USD recover from earlier losses, as EUR/JPY and AUD/JPY buying returns to the market.
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ORLY beats Q1 revenue, but full-year guidance dips slightly. Strong EPS beat, but watch consumer uncertainty.
AFG revenue meets expectations, but EPS misses slightly. Underwriting profit surges 66%. Buy?
ISRG trades at 44.3x fwd earnings vs. 16.5x avg. VRTX down 14% YTD. Both face headwinds but offer long-term potential.
THG beats EPS estimates despite revenue miss; margins expand 2.5 pts on disciplined underwriting & AI.
SCI revenue met, but EPS missed. Funeral volumes down 4.2%, offset by preneed sales. Outlook cautious.
Allstate beats Q1 revenue & EPS! Sales up 3.2%, profit soars 47%. AI drives efficiency, margins expand.
Impinj surges 20.9% on strong Q2 outlook, beating estimates. Volatile stock, down YTD but up 195% over 5 yrs.
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