In the week ending July 2, U.S. equity funds saw their strongest inflows since November 2024, driven by renewed optimism in AI-linked stocks despite looming trade tensions.
📊 Key highlights (LSEG Lipper data):
$31.6 billion flowed into U.S. equity funds — the largest weekly net inflow since Nov 13, 2024.
Large-cap funds dominated with $31.04 billion inflows — best since Dec 25, 2024.
Mid-cap and small-cap funds saw net outflows of $1.72B and $1.09B, respectively.
💡 The surge was led by AI chip optimism, after strong forecasts from Micron Technology — a key supplier to Nvidia and AMD.
📈 Sectoral funds attracted $3.4 billion — highest in 5 months:
Technology: +$1.17B
Financials: +$1.04B
💵 On the fixed income side:
U.S. bond funds saw an 11th straight week of inflows, totaling $6.66B.
Short-to-intermediate investment-grade funds led with $4.14B — biggest since Nov 2024.
Money market funds attracted $57.98B — highest in four weeks.
🔍 Despite concerns over the July 9 expiry of the U.S. reciprocal tariff pause, investors remain bullish on tech-driven growth, with AI at the center of market momentum.
