The Kobeissi Letter reported $2.1 trillion in inflows to U.S. equity funds since 2020.
Its Nov. 10 post assigned $1.5 trillion of the U.S. total to the period beginning in 2024.
The post also cited $470 billion flowing into emerging-market Asia equity funds and $426 billion leaving European equity funds. It described the U.S. total as 4.5 times the Asian figure but did not specify when the European tally began.
Fund flows measure cash entering or leaving funds, not changes in stock prices. A fund’s regional label may describe where it invests; it does not establish where its investors live.
The Kobeissi Letter put global equity-fund inflows at $89 billion for a week it did not date, including $32 billion for U.S. funds. It said the four-week global total reached a record $266 billion. The post did not specify a time zone for its weekly figures.
A Bank of America strategy note, as reported by Investing.com, listed $89.2 billion in global inflows and $31.7 billion into U.S. funds for the week ended Nov. 4. It put four-week global inflows at $265.6 billion, close to the post’s rounded figure.
LSEG Lipper figures, as reported by Reuters, gave a smaller weekly total through Nov. 4: $38.63 billion globally and $14.81 billion for U.S. equity funds. Reuters also reported $13.25 billion in European inflows that week, a separate measure from the post’s cumulative European outflow figure.
Neither report establishes the dates covered by The Kobeissi Letter’s weekly numbers. The available accounts do not explain the difference between the Bank of America and LSEG Lipper weekly totals.
