- the zloty weakened 0.7% against the euro on the news which came out just before the ADP figures
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KMX, AD, NBTB show weak sales & margins. KMX at 16.4x P/E, AD at 25.9x EV/EBITDA, NBTB at 1.1x P/B.
German defense spending surges 20%+, boosting industrial firms like Deutz. New contracts worth €182bn offer growth but face procurement hurdles.
Asian markets mixed as Iran tensions rise. Oil prices surge, impacting global stocks. Traders watch for geopolitical shifts.
PSX faces $1B derivatives loss as oil prices surge. Mark-to-market hits Q1 2026 profit.
NKE's margins drop 2% YoY despite flat sales. Buy the dip or wait for turnaround?
MKC beats revenue/profit, but margins dip. Merger looms, integration risks eyed. Buy now?
Ackman bids €55.75B for UMG, valuing shares at €30.4 vs. €17.1 close. High premium, potential upside?
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