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Macro US Stocks

US equity funds take in $6.6B in second straight week of inflows

US equity funds drew $6.6 billion in net inflows in the seven days to Nov. 11, a second consecutive week of positive flows, LSEG Lipper data showed. The figure was about 56% lower than the $14.97 billion recorded in the prior week. CoreWeave’s outlook eased concerns about debt-financed technology sector spending, the data showed.

Original source

AI take

The pullback in inflows matters more than the headline: demand for US equity exposure held positive but cooled sharply week over week, suggesting conviction is real but thinner than the prior week's surge. CoreWeave's outlook acting as the swing factor shows how tightly broad equity flow sentiment is now tethered to debt-financed AI and technology spending. Whether that link strengthens or the flow momentum keeps fading is the open question to watch.

Generated by AI for reference only.

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