According to The Kobeissi Letter, US equity funds have experienced record net inflows of $156 billion year-to-date in 2025, tripling the amount from the previous year and exceeding the $154 billion record set in 2021. In parallel, global equity funds have attracted $250 billion in inflows, which is double the previous comparative period. For traders, these figures indicate heightened market liquidity and robust investor confidence, potentially supporting further upward momentum in US and global equity markets. This surge in fund inflows could also impact correlated assets, including crypto markets, by increasing overall risk appetite and capital availability (Source: The Kobeissi Letter, April 26, 2025).

According to The Kobeissi Letter, gold fund net inflows have reached an unprecedented $80 billion year-to-date, doubling the previous annual record set in 2020. This surge indicates a significant shift of investor capital towards gold as a safe-haven asset amid global economic uncertainty. The current inflow trends suggest a heightened demand for stability, prompting traders to closely monitor gold market movements for potential investment opportunities.