We see risk appetite getting a boost all over the place. Oil prices are now dropping. But even before that, we saw stock futures substantially higher for Europe.US futures look a little higher. And you just had a really good session. Your perspective.Yeah. So I think, you know, throughout the conflicts, we have seen kind of dip buying mentality on good news. And overall markets have been relatively resilient, which is indicative of when the conflict is over.There's a healthy appetite to buy stocks. And even ...

Market Sentiment - There is a healthy appetite for buying stocks, driven by recent positive developments, including Iran's willingness to negotiate, which was unexpected given the high oil prices [2][4] - Stock futures in Europe and the US are showing signs of improvement, indicating a potential bottom in the markets amidst ongoing conflicts [1][2] Oil Market Dynamics - Oil prices are currently around $100 per barrel for Brent, with a notable drop observed, which is surprising given the geopolitical tensions [5][10] - The reopening of the Straits of Hormuz remains uncertain, and its priority for the US is unclear, which could impact oil market reactions [4][7] Economic Outlook - The focus of the bond markets has shifted from inflation fears to growth outlook, with significant bond buying observed, particularly in Europe, leading to lower yields [8][9] - The US is expected to outperform other markets, but sustained high oil prices could pose a growth headwind globally [10][11] Central Bank Considerations - There may be a disconnect between equity performance and central bank responses, as the growth outlook becomes more critical than inflation concerns [7][10] - The potential for US rate cuts is being discussed, contingent on the trajectory of oil prices and their impact on economic growth [10][11]

Inflation Concerns - Central banks need to be cautious due to elevated inflation post-pandemic, with concerns about inflation expectations rising and affecting wage negotiations, leading to more persistent inflation [1] - Headline inflation is expected to increase, with retail gasoline prices already up 20%, indicating a real income shock [4][5] Labor Market Dynamics - The current labor market is in a weaker position compared to previous shocks, with a significant difference in the ratio of vacancies to unemployed workers [2] - The risks of second-round effects on inflation are considered more moderate in the current context [3] Consumer Impact - Real incomes are projected to decelerate by a percentage point due to rising headline inflation, which could impact consumer spending and overall growth [5][6] - The savings rate has decreased significantly, and the growth of labor incomes has fallen, putting consumers in a weaker position [6]

Core Insights - Viatris Inc. (NASDAQ: VTRS) is recognized as one of the 13 Best March Dividend Stocks to Buy [1] - UBS has raised its price target for Viatris from $18 to $20, maintaining a Buy rating, citing the company's achievement of Q4 cost-saving goals and positive FY26 guidance [2] - The company reported total revenue of $14.3 billion and adjusted EBITDA of $4.2 billion for Q4 2025, indicating strong financial performance [3] Financial Performance - Viatris achieved total revenue of $14.3 billion and adjusted EBITDA of $4.2 billion in Q4 2025, reflecting the overall strength of the business [3] - The company returned over $1 billion to shareholders through dividends and share repurchases during the year [4] Growth Outlook - Viatris expects to generate approximately $650 million in gross cost savings over three years, with up to $250 million reinvested into growth initiatives [5] - The company is preparing for a potential FDA reinspection of its Indore facility, implementing operational redundancies to ensure continuity and stability [5] Pipeline Progress - Five Phase III studies have delivered positive results, marking an important milestone for the company [4] - Enrollment in key programs, including cenerimod and selatogrel, is progressing and expected to be completed in 2026 [4] Strategic Initiatives - The completion of 60 regional transactions, including the acquisition of Aculys Pharma in Japan, is part of Viatris' broader strategic plan [4]

All right, Ryionaire's first half net profit beating estimates. The carrier is now raising its 2026 passenger forecast. Joining us now, Neil Soran, CFO of Ryanire.Neil, great to have you here. >> Delighted to be here. >> Um, so what was the source of the strength.I mean, you had better traffic even with uh some somewhat higher prior 119 million passengers in the first half of the year. That was about 3% up on the prior year. a bit slower than we we would have liked just we there were some delays in Boeing a ...