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European equity markets are showing resilience amid global uncertainty, with steady investor inflows, modest but stable economic indicators, and falling inflation supporting sentiment. Comparatively lower valuations and potential ECB rate cuts may continue to underpin momentum.
May was the best in 35 years for U.S. stocks—and hedge funds are finally acting like it. From tech to momentum trades, positioning has gone from cautious to euphoric. With gross leverage now at 99th percentile highs, risk appetite is back. The antidepressants have clearly kicked in.