The Kobeissi Letter(@KobeissiLetter):Investor demand for US stocks is unprecedented: Since 2020, US equity funds have attracted +$2.1 trillion in inflows. Since the start of 2024 alone, investors have allocated +$1.5 trillion to these funds. This is 4.5 times the inflows into Emerging Market Asia equity funds, which stand at +$470 billion. At the same time, European equity funds have posted -$426 billion in outflows. Meanwhile, global equity funds attracted +$89 billion last week, bringing 4-week inflows to a record +$266 billion. US equity funds drove last week's inflows, attracting +$32 billion. Everyone wants US stocks.

2026.11.10 04:26

Investor demand for US stocks is unprecedented: Since 2020, US equity funds have attracted +$2.1 trillion in inflows. Since the start of 2024 alone, investors have allocated +$1.5 trillion to these funds. This is 4.5 times the inflows into Emerging Market Asia equity funds, which stand at +$470 billion. At the same time, European equity funds have posted -$426 billion in outflows. Meanwhile, global equity funds attracted +$89 billion last week, bringing 4-week inflows to a record +$266 billion. US equity funds drove last week's inflows, attracting +$32 billion. Everyone wants US stocks.