Good Morning Mail

Global markets trade at record highs as SoftBank's $52 billion AI infrastructure plan and a tentative US-Iran ceasefire boost sentiment. Hedge funds are buying US equities at the fastest pace in six months amidst a strong 2026 earnings outlook.

Key Takeaways

• 1.Global markets reached record highs, with Asian indices in South Korea and Taiwan hitting all-time peaks while the S&P 500 completed a 5% gain in May.
• 2.SoftBank shares surged 14% following the announcement of a $52 billion data-center expansion plan in France focused on nuclear-driven computing capacity.
• 3.US Hedge Funds net bought equities at the fastest pace in six months, primarily driven by Macro Products and Financials.

Table of Contents

• Happy First of June!
• U.S. Recap
• Europe
• Asia
• Chart(s) of the Day
• Closed Markets
• Key Macro Events Today
• Markets in a Nutshell

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial