- Consumers get advantage from high AUD
- Terms of trade likely to remain high
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Brent crude dips below $100 on Mideast de-escalation hopes, but risks linger. WTI down 5%.
Kleiner Perkins raises $3.5B, fueling AI bets. Strong returns from Figma IPO signal VC confidence.
ANI Pharma's 22% drop to $73.90 & negative ROIC raise red flags despite fair P/E.
META's revenue surges 24%, but AI costs hit earnings. P/E of 25 faces risk from margin compression.
GBX surges 14.5% to $51.94, but weak margins & negative FCF signal risk despite reasonable P/E.
Venture Global surges 5% on analyst upgrades; potential 33% gains seen amid rising LNG demand & prices.
Australia’s February CPI eased to 3.7% y/y with flat monthly growth, while core inflation softened slightly, but the data predates a surge in energy prices, leaving inflation risks and RBA tightening bias intact.
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