🌎#markets #world #flow
weekly financial flows - BofA -EPFR (week through Apr. 26):

WORLD STOCKS = +$0.023B #stocks

WORLD BONDS = +$7.4B #bonds

WORLD CASH = +$52.3B #cash

GOLD = +$0.2B #gold

CHINA STOCKS = +$6.1B = biggest inflow since Jan, 2022 #china

TECH STOCKS = +$1.2B = biggest inflow since Nov, 2022 #tech

US BONDS = +$3.7B = consecutive weeks of inflows #us

🌎#markets #world #flow
weekly financial flows - BofA -EPFR (week through May. 3):

WORLD STOCKS = -$6.6B = strongest outflow over the last 9 weeks #stocks

US GROWTH STOCKS = -$1B = strongest outflow over the last 10 weeks #growth

WORLD BONDS = +$11B #bonds

WORLD CASH = +$59.5B #cash

GOLD = +$0.2B #gold

🌎#markets #world #flow
weekly financial flows - BofA -EPFR (week through May. 31):

WORLD STOCKS = +$14.8B = biggest inflow since Fed. 2023 #stocks

TECH STOCKS = +$8.5B = record weekly inflow #tech

WORLD CASH = inflow for 6 consecutive weeks #cash

BofA: Bull & Bear indicates a moderate bearish sentiment in risky assets #sentiment

❗️🌎#stocks #ai #tech #flow

🌎#stocks #world #flow
BofA: inflows into equity funds have experienced a sharp surge

🌎#markets #world #flow
weekly financial flows - BofA -EPFR (week through June. 14):

WORLD STOCKS = +$22B = biggest inflow since Nov. 2022 #stocks

WORLD CASH = -$38B = first outflow in 7 weeks #cash

US BONDS = +$2B #bonds

global equities have seen inflows since the start of the year = +$50B, Inflows into global bonds = +$173B

🌎#markets #world #flow
weekly financial flows - BofA -EPFR (week through June. 21):

WORLD STOCKS = -$5B #stocks

TECH STOCKS = -$2B = highest weekly outflow in 10 weeks #tech

FIN STOCKS = +$1B = highest weekly inflow in 10 weeks #banks

WORLD BONDS = +$5.4B #bonds

WORLD CASH = -$13.9B #cash

GOLD = -$1B #gold

UK STOCKS = outflows persist for 24 consecutive weeks #uk

INVESTMENT-GRAD BONDS = 12 consecutive weeks of outflows = the longest streak since October 2021 #ig

BofA: BofA Bull & Bear Indicator signals worsening sentiment in risk assets.

🌎#markets #world #flow
weekly financial flows - BofA -EPFR (week through June. 28):


WORLD STOCKS = +$1.5B #stocks

WORLD BONDS = +$0.6B #bonds

GOLD = -$1.5B #gold

US BONDS = 20h week in a row of inflows

COMMODITIES = 7th week in a row of outflows #commodity

JAPAN STOCKS = +$7.9B for 4 weeks = strongest monthly inflow in 2 years #japan

🌎#markets #world #flow
weekly financial flows - BofA -EPFR (week through July. 12):

WORLD STOCKS = +$11.6B #stocks

WORLD BONDS = +$12.1B #bonds

GOLD = -$0.5B #gold

CASH = -$17.6B #cash

BofA: Bull & Bear indicates a bullish sentiment in risky assets

❗️🌎#cash #flow #markets
in 2023, money market fund inflows reached a record high — BofA/EPFR

#stocks record cash inflows show lots of investors missed out on the stock rally — BBG

a record $6T in cash on the sidelines will boost the stock market in 2024. The expectation is that once the Fed starts to lower interest rates, investors will shift money out of cash and into riskier assets. Any downturns in the stock market are expected to be short-lived — Fundstrat

#sentiment SP500 could reach 6,000 by 2025 due to the recovery of the U.S. economy and AI — Yardeni