The delay in rate cuts is disrupting a much-awaited rally for US small-cap stocks, which face a $600 billion wall of debt bloomberg.com/news/articles/… via Bloomberg Markets Alexandra Semenova

A rising number of companies are going public to help cut their debt bloomberg.com/news/articles/… via Bloomberg Markets

More firms are going public to raise capital for debt reduction. Corporates completed $28.5 billion of IPOs in the year through April citing debt repayment as one of the uses of proceeds. More here, with Sagarika Jaisinghani Swetha Neil Callanan bloomberg.com/news/articles/…

A broad swath of companies say the worst of last year’s profit pain is over bloomberg.com/news/articles/… via Bloomberg Natalia Kniazhevich Sagarika Jaisinghani Jessica Menton Amanda Fung Elena Popina

A historic European Central Bank meeting this week may be the catalyst that drives regional equities to new peaks. bloomberg.com/news/articles/… via Bloomberg Markets

For many foreign investors, India’s near-$400 billion stock-market wipeout on Tuesday is just another opportunity to buy into what they see as one of the world’s most promising economies trib.al/XfPydzu

"The first thing I did was message my portfolio managers who invest in India to say if Nifty banks are down because of a lower-than-expected mandate for Modi, it’s a buying opportunity" (Nifty Banks ended day +4.5%) via Farah ElBahrawy Sagarika Jaisinghani Sujata Rao

“I call my long book a book of blow-ups. I look for companies that are completely out of favor. What I try do is find the very few instances where the market might be wrong.” MacarenaMM Andre Janse v Vuuren Bloomberg Markets

Macron election call sends French markets to worst week in years bloomberg.com/news/articles/… via Alice Gledhill Sagarika Jaisinghani

Forget the record-hitting spree in US stocks, going by a BofA Survey there's tons of cash yet to be deployed into stocks. - $6.1 trillion in MMFs could go mostly to stocks - S&P 500 10K? Dow 100K? bloomberg.com/news/articles/… via Bloomberg Markets Sagarika Jaisinghani

The prospect of a change in the balance of power in France has investors on edge bloomberg.com/news/articles/… via Sagarika Jaisinghani

Investors bet French assets face months of volatility after election bloomberg.com/news/articles/… via Sagarika Jaisinghani Michael Msika Alice Gledhill

The assumptions that have driven this year’s global financial markets are being rapidly rethought bloomberg.com/news/articles/… via Bloomberg Markets with Sagarika Jaisinghani Constantine Courcoulas Mark Burton

The rally in the biggest US tech stocks is at risk of fading further if the US economy continues to cool, according to a Bank of America strategist bloomberg.com/news/articles/… via Bloomberg Technology Sagarika Jaisinghani

A tough summer for US stocks is overshadowing Corporate America’s best-received earnings season in years bloomberg.com/news/articles/… via Bloomberg Markets Sagarika Jaisinghani

Marko Kolanovic (Marko Kolanovic), whose departure from JPMorgan sent shock waves across Wall Street last month, has re-emerged on social media this week. bloomberg.com/news/articles/…

With US equities on the rebound, this summer’s selloff is looking more like a pause in the bull market than the beginning of its end via Sagarika Jaisinghani, Michael Msika bloomberg.com/news/articles/…