Global Equities Back in Favor as Rate Cut Hopes Build
Global Equities Back in Favor as Rate Cut Hopes Build
Global equity funds just pulled in big money again, seeing their largest inflows in about five weeks as traders get more comfortable with the macro backdrop. Roughly $36 billion flowed into stock funds worldwide, showing investors are leaning back into equities after a run of AI-driven volatility. The shift looks tied to two big themes: cooling worries and renewed bets that cuts are still coming if inflation keeps losing steam. When both of those lines up, risk assets tend to benefit because cheap capital usually lifts stocks. Money wasn’t just piling into one region either. Europe and .S. equity funds both saw solid inflows, and Asian funds got a piece of the pie too. Sectors like , INDUSTRIALS, and METALS & MINING were among the biggest beneficiaries as portfolio managers repositioned into broader exposure. On the fixed income side, bond and money market funds are still getting action, while gold and precious metals saw some trimming as money rotated back into stocks. Overall, this flow picture tells you that traders aren’t throwing in the towel. Instead, they’re buying dips and leaning into the idea that easier policy and softer inflation data will keep markets supported. This isn’t a screaming breakout yet, but it’s a solid sign that confidence is slowly rebuilding in global equities across regions and sectors as the macro story evolves.
the rotation into different sectors feels like a healthy sign for everyone. i wonder if companies like nvidia will still lead the way as the market broadens out.