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Buy America, Dammit!
Buy America. Wait, let me try again: BUY AMERICA!
Boy oh boy, they were buying US equities in the wake of Donald Trump's second coming.
US-stock focused ETFs and mutual funds took in almost $56 billion over the latest weekly reporting period, according to EPFR. That was very nearly the largest inflow of 2024.
As the figure shows, US shares have seen half a dozen consecutive weekly inflows, and nine in the past 10 weeks.
Do note: The post-election haul came on the heels of a $32.8 billion i
Well, they’ve loaded up the bus. The vol control and CTAs have probably gone to max exposure and taken their seats as well. Sorry folks, its standing room only.
Now is it time to drive it over the cliff?