Quick take on capital flows:
When the broader environment shifts, leveraged funds are often the first to move, followed by ETFs and stablecoins.
“Yardeni: U.S. Treasury yields are attractive when they approach 5%”
When Treasury yields strengthen, watch for shrinking positions and net outflows from ETFs.
Keep a close eye on $BTC .
The above is compiled from public information. Please verify it independently.
When the broader environment shifts, leveraged funds are often the first to move, followed by ETFs and stablecoins.
“Yardeni: U.S. Treasury yields are attractive when they approach 5%”
When Treasury yields strengthen, watch for shrinking positions and net outflows from ETFs.
Keep a close eye on $BTC .
The above is compiled from public information. Please verify it independently.
