The NAB Business Survey results are here:
They've given the AUD tree a bit of a shake, AUD/USD down a few tics:
Don't let that 'big red' candle fool you - its not a big move, just a scale effect.
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Kyndryl's stock plunged 57%, trading at 6x forward P/E. Weak revenue & negative ROIC signal caution.
Axios reports that Trump is expected to hold a meeting with top officials from his national security team in the White House Situation Room on Tuesday, May 19, 2026.
YMM down 29% YoY, yet First Beijing adds 13.4M shares. Is this conviction or risk?
PWP's 3.8% loss & -13.6% ROE signal risk. Avoid this stock.
Monday morning market liquidity is very thin until it improves as more Asian centres come online ... prices are liable to swing around, so take care out there.
GOOGL's custom TPUs offer cost savings & AI edge. P/E 28 suggests upside.
Paramount's stock drops 33% on weak revenue growth & negative FCF outlook. Valuation's fair, but risks loom.
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