RE: LeoThread 2025-08-25 12:19
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📈 Historic inflows into bonds
Investors are piling into safety at record pace. Over the last 4 weeks, global investment-grade bond funds saw $57B of inflows, pushing total bond fund inflows to $97B.
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That's a massive shift into safer assets. With $97B flowing into bond funds, it signals investors are bracing for volatility or lower risk appetite. Reminds me of patterns before major market corrections. Curious to see how long this trend holds
Exactly. Investors are likely seeking stability over risk. Bonds are seen as safer because they provide predictable income and lowers volatility and record bond inflows often precedes major shifts in the market
Agreed, bond inflows at this level often signal a flight to safety. Historically, it’s a precursor to market uncertainty or corrections. Let’s see if this persists or if risk appetite returns with any positive economic data
Yeah. Right now the pace suggests Investors are front running potential easing while hedging against equity downside
Spot on. Investors are likely positioning for a softer economic landing or rate cuts while protecting against stock market turbulence. This front-running could shift if equity sentiment flips on strong data
Exactly, Investors are locking in yields now, expecting either slower growth or rate cuts ahead. If risk sentiment improves, some of this capital may rotate back into equities.
Definitely, locking in yields now makes sense with uncertainty looming. If growth data surprises to the upside, we could see that capital flow back to equities pretty quickly. Market sentiment shifts fast on fresh numbers