The Bank of Japan (BOJ) decided to keep interest rates steady at 0.5%, as expected, signaling cautious optimism about Japan’s economic outlook despite lingering geopolitical tensions and tariff risks. In addition, the BOJ raised its inflation forecast for the current fiscal year, projecting core consumer inflation to rise to 2.7% from the previously forecasted 2.2%.Key...
Hedge funds have been shedding tech stocks at the fastest pace in the past year, according to a recent Goldman Sachs report. This shift comes even as the S&P 500 reached all-time highs, driven largely by technology stocks. However, with the market’s valuation and rising long-term yields, many investors are rethinking their strategies.Key Insights:– Tech...
UnitedHealth (UNH.N), the largest U.S. health insurance and services company, is under intense investor scrutiny as Stephen Hemsley returns as CEO following the unexpected departure of Andrew Witty. Investors are eager for clarity on how the company plans to tackle escalating medical costs and other operational challenges that led to the withdrawal of its annual...
Optimism around U.S. trade deals, stronger-than-expected U.S. economic reports, and a positive start to the corporate earnings season led to a resurgence of inflows into global equity funds in the week through July 23. Investors pumped a net $8.71 billion into equity funds, reversing the $4.4 billion outflow from the previous week, according to data...
– Companies are gearing up for bigger mergers and acquisitions in the second half of the year, driven by executives growing more comfortable navigating volatile markets and uncertain global politics, according to Anu Aiyengar, JPMorgan Chase’s Global Head of Advisory, Mergers & Acquisitions.– In the first half of 2025, global M&A volumes surged 27% to...
Euro zone debt attracted nearly €100 billion ($116 billion) in inflows from foreign investors in May, marking the largest monthly net inflows since at least 2014, according to Citi, citing European Central Bank data. This surge is a strong indicator that euro assets are benefiting from a shift away from U.S. markets.The €97 billion of...