New Zealand data: March exports and imports both jump from February

Asian hedge funds hit hard in March (-10.2% avg loss) on war fears & AI valuations. Some rebounded 8.9% in April.

CRDO up 34%, ORCL +27% on AI deals; CRWV +15%. Oil dips on peace talks.

NAB flags A$706M impairment charge, shares dip 3.8%. Geopolitical risks hit valuations.

PBOC leaves loan prime rates unchanged, as expected. One year left at 3%. Five year left at 3.5%.

NBIS boasts a $46B backlog vs $530M revenue. Valuation prices execution risk, but 50-75% return possible.

Platts Dubai benchmark broken! Murban's rise & TotalEnergies' $4B spend distort oil prices.

US envoy Waltz said all options, including strikes on Iran infrastructure, remain on the table ahead of talks, signalling continued pressure and keeping escalation risks elevated despite diplomatic efforts.