TREE NEWS reports: US equity funds took in $20.6 billion in the week ended September 30, a second consecutive week of net inflows, as investors kept buying into artificial intelligence and softer-than-expected inflation data eased concerns about rising Treasury yields. The prior week’s net purchases totaled $37.49 billion.
US equity funds draw $20.6B in second straight weekly inflow
Two consecutive weeks of inflows, even as the latest total runs well below the prior week's, suggests AI exposure remains the primary magnet for US equity allocations rather than a broad risk-on turn. That distinction matters for crypto and RWA markets, which have increasingly been pitched as adjacent expressions of the same compute-and-infrastructure theme. The open question is whether the cooling in weekly demand reflects a pause or the start of a rotation, and whether softer inflation data keeps Treasury yields from reasserting themselves as the dominant macro variable.
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