2025 ETF Inflows Surpass $1T, Favoring ‘Risk-On Optimism’ Positioning
Schwab Network · Schwab Network
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Show Notes
Matt Bartolini discusses the strength of the 3Q earnings season so far and examines consumer health and inflation. He expects a rate cut from the Fed tomorrow but thinks the guidance will be murky. Turning to ETFs, he covers record inflows, anticipating up to $1.4 trillion by the end of the year. He notes that cyclicals and tech have dominated these inflows, calling it “very risk-on optimism.”
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