July election to keep hawk Abe in cage

BTSG surges 43% on sales growth, but ROIC lags. Trades at 27.7x forward P/E.

Fed’s Williams says policy is in the right place, citing economic resilience and strong household balance sheets. He flags AI as a key growth driver but uncertain, reinforcing a wait-and-see stance with no urgency for rate changes.

Ryder's 4.8% return beats S&P 500, but flat EPS & negative FCF margin raise concerns. Fair 14.2x P/E.

Important data points coming up; Tokyo CPI and China's official PMIs. On the central bank front we have the minutes of the Reserve Bank of Australia March meeting. That meeting produced a back-to back rate hike (following the February hike).

AEIS surges 78.5% to $303.76, but tepid revenue/EPS growth & declining ROIC raise valuation concerns.

Ackman sees 10x returns in 'extremely cheap' quality stocks. Market dip creates buying opps.

SWK down 7.3% on weak EPS & flat FCF. Fair P/E but upside limited vs. risk.