Australia preliminary March Markit PMIs: Manufacturing 57.0 (prior 56.6) Services 56.2 (54.1)

China's commerce ministry added 20 Japanese entities to its dual-use export control list, including the National Institute for Defense Studies and units of Mitsubishi, Komatsu and Fujitsu, citing Japan's remilitarisation and nuclear ambitions.

Sovereign funds ($29T) shift to energy, eyeing dollar risks. Returns may rise, but currency volatility is a concern.

Nvidia's portfolio shines with high ROE stocks, signaling strong balance sheets and potential for growth.

AI code generation booms, cutting human review. Valuations soar, but complexity is the new bottleneck.

Preview - Goldman Sachs on June nonfarm payrolls at 130k, flagging a 40k World Cup distortion, a 10k government drag, and a persistent downward revision bias in state education hiring.

Retirees face surprise Medicare premium hikes (IRMAA) 2 yrs post-house sale. Income surge triggers costs.

Google caps Meta's Gemini AI use amid capacity crunch. GOOG tops Verizon returns.