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Hedge Funds Are Buying Everything in Sight

Hedge Funds Are Buying Everything in Sight

In the middle of a war-driven oil shock and persistent inflation, hedge funds have been buying stocks at a pace that is hard to wrap your head around. According to Goldman Sachs data, funds purchased a record $86 billion in equities over just five trading sessions, driven mainly by

Big Tech Goes to the Earnings Witness Stand

Big Tech Goes to the Earnings Witness Stand

If this week’s earnings season has a main event, it is the parade of Magnificent Seven reports due Wednesday and Thursday. Alphabet, Amazon, Meta Platforms, and Microsoft all report after Wednesday’s close, with Apple following Thursday evening. Together they will provide the first comprehensive read on how AI

The Market That Would Not Quit

The Market That Would Not Quit

The S&P 500 and the Nasdaq Composite closed last week at fresh all-time highs, and nobody who has been watching equities this month should be surprised. The S&P 500 is up more than 9% month to date, while the Nasdaq has surged over 15%. The

India's Monetary Policy Is Walking a Fine Line Between Growth and External Risk

India's Monetary Policy Is Walking a Fine Line Between Growth and External Risk

India is in an unusual position for a central bank. Its economy is the fastest-growing among large nations, projected at 7.4% for the current fiscal year, and yet its monetary authority is being asked to act with caution usually reserved for economies in distress. The Reserve Bank of

Germany Is Borrowing More Than Almost Any Country in Europe. The Payoff Is Starting to Show.

Germany Is Borrowing More Than Almost Any Country in Europe. The Payoff Is Starting to Show.

Germany's fiscal transformation is the most dramatic economic policy shift in Europe in a generation. After decades of strict borrowing limits that kept the country's finances tight but also left its infrastructure ageing, its military depleted, and its economy increasingly stagnant, Berlin has thrown open the

The IMF Just Told Every Government in the World What Not to Do Right Now

The IMF Just Told Every Government in the World What Not to Do Right Now

When the IMF publishes its World Economic Outlook, most people focus on the growth and inflation numbers. But buried in the April 2026 report is a set of policy instructions to governments that is arguably more important than any single forecast. At the Spring Meetings in Washington, IMF Managing Director

The ECB Has a Decision Coming. Nobody Knows What It Will Do.

The ECB Has a Decision Coming. Nobody Knows What It Will Do.

The European Central Bank meets on April 29 to 30, and this is shaping up to be one of the most genuinely uncertain rate decisions in years. Markets are currently pricing in a hold for April, followed by a hike in June, according to LSEG data. The majority of traders