Global leader. Of course, there is an etf for that. Whether you embrace or reject etfs, they are here to stay. The flows signal Broader Market trends. Lets check in with Eric Balchunas for a snapshot of the flows and the theme is risky assets like the stocks. Eric thank you, scarlet. Im starting to feel like a broken record. Every week, i am saying people are excited about the fed being accommodative. It felt like about two months. Another week of the same thing. 15 billion into etfs. That is a bomb. We have spy, the qqqs. You also have ibb and some vanguard funds. Both major player types are buying in. I thought, this seems to have started in the beginning of june when the fed reassured markets. Lets capture june and july. Compare it to the rest of the year. The complexion of the flows is changing and this chart shows it is. Look at the fact that june and july, etfs took in 85 billion. That is more than the rest of the year combined. That is a lot of money coming in. Also u. S. Equity
Global leader. Of course, there is an etf for that. Whether you embrace or reject etf, they are here to stay. The flows signal Broader Market trends. Lets check in with Eric Balchunas. A snapshot of the flows and the theme is risky assets like the stocks. Eric thank you, scarlet. Im starting to feel like a broken record. Every week, i am saying people are excited about the fed being accommodative. It felt like about two months. Another week of the same thing. 15 billion into etfs. That is the bomb. We have spy, the cuse. You also have ibb and some vanguard funds. Both major player types are buying in. I thought, this seems to have started in the beginning of june when the fed reassured markets. Lets capture june and july. The complexion of the flows is changing and this chart shows it is. June and july, etfs took in 85 billion. That is more than the rest of the year combined. That is a lot of money coming in. U. S. Equity etfs are taking in three times more than they did at the beginni
Alternative investments accessible by charging zero management fees. Preeces stock market goes from under performer to global leader. Greeces stock market goes from under performer to global leader. Of course, there is an etf for that. Whether you embrace or reject etf, they are here to stay. The flows signal Broader Market trends. Lets check in with Eric Balchunas. A snapshot of the flows and the theme is risky assets like the stocks. Eric thank you, scarlet. Im feeling like a broken record. Every week, i am saying people are excited about the fed being accommodative. It felt like about two months. Another week of the same thing. 15 billion into etfs. We have spy, the cuse. You also have ibv and some vanguard funds. Both major player types are buying in. I thought, this seems to have started in the beginning of june when the fed reassured markets. Lets capture june and july. The complexion of the flows is changing and this chart shows it is. June and july, etfs took in 85 billion. Tha
Welcome to Bloomberg Markets. Before we get to that we have the bank of canada. Guy a bit of a nonevent. 5 matching. Im curious to see what ted macklin has to say though. He cannot make the same mistake he made in january. He cannot say we will pause, i think they will avoid that this time around. It will be interesting to see if the ecb and the bank of england make the same decision. How they are hawkish but keep pausing at the same time. We are near the top of the cycle on Interest Rate. But the sentiment is strong. Alix yields are popping lets get to that with michael mckee. Mike it matches the Third Quarter gdp. Services come in at 54. 5. That is up from 52. 7. New orders rise 50 75 57. 5 from 55. Unemployment rises but it is too late to use that in terms of forecasting the august payrolls but it it was 54. 7. Supplies are easing under the weather a little bit at 48. 5 but 48. 1 was the previous. And prices paid 58. 9 compared to 56. 8. Questions asked about if we see the economy f
It boils down to a simple question, are we set up for a yearend rally or not . I think thats what our viewers want to know more than anything else. I think its possibly. A tug of war between high Interest Rates, geopolitical tensions, valuations that are high, and an economy thats strong, earnings are delivering and a consumer thats remaining resilient. I certainly think thats a possible outcome. Lets remember, if we rallied back to those july highs valuation becomes an issue again especially if its driven by the stocks that the magnificent 7 and rates have stayed higher, you have those same tensions at that point. When we look over the last two years, scott, markets havent gone anywhere, since june, markets havent gone anywhere, but were seeing a loft opportunity you underneath the surface because of the narrowest of these stocks, so i think the answer is yes, you have to be a lot more selective. 11 of the s p 500 reporting this year, netflix and tesla, those are critical. Yields are