We got comments from US trade representative Lighthizer
More detail at that link, but its hard to see anything positive for NAFTA negotiations in it. Until we get the next conflicting headline that is!
USD/CAD:
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NEXTDC secures $1.29B debt, boosting liquidity to $8.4B. Utilisation jumps 60% on new contracts.
PLTR beats Q1 estimates with 85% revenue growth, strong margins, and raises FY guidance. Valuation remains high.
GBCI's slow growth & falling EPS raise red flags. ARLO & NTNX show strong revenue & cash flow.
GME drops 10% on CEO's eBay bid silence. Burry exits his GME stake. High risk, uncertain valuation.
COCO's 52.4% EPS growth & 37.2% ROIC shine, while VSCO's 1.1% revenue growth & GLNG's sales decline raise red flags.
Australia's services PMI rose to 50.7 in April from 46.3 in March, but new orders fell for a second month and input price inflation hit its fastest pace since August 2022, driven by Middle East fuel costs.
VBR's lower fees & 31.7% return vs. ISCV's higher yield & 34.1% return. Weigh risk vs. reward.
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