
In the wake of Donald Trump's recent electoral victory, U.S. financial stocks have experienced significant inflows, totaling $6 billion over the past four weeks, marking the largest such inflow since February 2022. This surge is attributed to investor optimism regarding reduced regulatory scrutiny anticipated under a second Trump administration. Overall, U.S. equity funds have seen record inflows, with cumulative investments reaching $448 billion year-to-date, nearly double the total for 2022 and 2023 combined. The S&P 500 has also benefited, adding over $2.5 trillion in market capitalization since Election Day. Additionally, U.S. money market funds have attracted $723 billion in inflows this year. Key financial stocks such as JPMorgan Chase ($JPM), Goldman Sachs ($GS), and Morgan Stanley ($MS) are noted to be performing well amid this market enthusiasm, with the Financial Select Sector SPDR Fund ($XLF) up 38% year-to-date, leading the S&P 500 sectors in 2024.
Record inflows into US stocks (+$448bn YTD annual cumulative). Record inflows into US Money Market funds (+$723bn YTD) Where is all this money coming from?
Financials are soaring post-Trump election win, with record highs across the market. Stocks like $JPM, $GS, and $MS are on a tear due to expected regulatory ease. Investment banking is key, and cheap options in $XLF suggest more upside. If you could trade 2020 again, what would… https://t.co/0I0Sca80YJ
🚨ALMOST EVERYONE IS PILLING INTO US STOCKS🚨 US equities posted the biggest three-month inflows since 2021. In November alone, US equity ETFs and mutual funds have recorded the largest monthly intake on record. Market euphoria has almost never been so wild. https://t.co/DX5JOaf6Nx






