Analysts and newspapers here in Australia are already contemplating the ramifications on interest rates of the latest employment data. The popular opinion is that another 25bps can now be written in.
Analysts and newspapers here in Australia are already contemplating the ramifications on interest rates of the latest employment data. The popular opinion is that another 25bps can now be written in.
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LSCC's 9% sales drop & 64.8x P/E raise caution. DRI's slow growth & GNRC's EPS dip signal risks.
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SaaS stocks shed 16.9% on high valuations; GWRE at 7.3x P/S shows strong billings growth.
EM carry trade rebounds 2.6% on oil surge & higher rates. Brazil real up 6.65%, Lira 7%. Selectivity key.
TPG's 23.6% revenue growth & 14.9x P/E show value. RPD's flat billings & 0.5x P/S signal caution.
Nuclear energy's $10T revival: CCJ leads uranium supply, SMRs like SMR face 80% valuation drops but promise growth.
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