#GlobalStocks #FedPivot #MoneyFlows #RiskOn #VolatilityAlert

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00:0049 dip flows pour into global stocks as market price in Fed rate cuts.

00:05The world's investors are chasing optimism.

00:08In the week ending October 1, global equity funds saw a net inflow of about $49.19 billion,

00:14the strongest surge in 11 months.

00:16What's fueling the rally?

00:17The catalyst?

00:18Soft US inflation data and weak private payrolls, which stoked hopes that the Federal Reserve

00:24might ease up soon.

00:25US equity funds led the charge with $36.41 billion in fresh money.

00:30Europe and Asia also attracted billions more.

00:34Even bond funds held their ground.

00:36Although inflows tapered, they still averaged $6.06 billion, marking their 24th straight

00:42week of gains.

00:43Precious metals, especially gold, continue to benefit from risk of sentiment and safe haven

00:48flows.

00:49Risks and Wild Cards

00:51If the Fed surprises with hawkish talk, this party could end abruptly.

00:55Emerging markets are less desirable right now.

00:58Equity funds in EM suffer $239 million in outflows, which suggests capital is chasing safer havens.

01:04The momentum depends heavily on US macro data in the coming weeks.

01:08Any upside inflation surprise or hawkish central banker could spook this flow.

01:12My two pennies from the edge flows like the show.

01:14The collective mood.

01:15Let's lean into hope.

01:16But hope alone won't protect you when volatility swings back.

01:20Use this window to reposition.

01:22Reduce exposure where downside is sharp.

01:24Stay nimble.

01:25The moment the Fed shifts.

01:26The tide could reverse.

01:29A bold move, but Aangda will mongkwa at one worth watching, because markets are sniffing

01:41out a pivot, and if that doesn't happen, buckle up.

01:42Stay nimble.

01:44The провод.

01:44The 15th round.

01:45Stay nimble.

01:46Stay nimble.

01:47Stay nimble.

01:49It's gonna be right here.

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01:51login will be right here.

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02:00Now yes,

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02:03Great deal.

02:05The 120 A-M pack.

02:06What if this is an adjustment switch?

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02:08That's the pole here.

02:09You're probably going into the motif box.

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