彭博ETF分析师：债券近期未能对冲股票下跌，货币市场基金和缓冲ETF资金流入增加
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Eric Balchunas: SPYM rates are 2 basis points; VOO is not listed in the relevant list.
Odaily Odaily reports that Bloomberg ETF analyst Eric Balchunas wrote on the X platform that he was somewhat surprised that VOO was not on the list, adding that "SPYM & Chill" doesn't have the same effect, but they will try their best. SPYM has a 2 basis point rate, and even governments are concerned about costs.
The U.S. Treasury will use SPYM as the default investment fund for the Trump Account.
According to Odaily Odaily, Bloomberg ETF analyst Eric Balchunas stated in an article published on the X platform that the U.S. Treasury will use SPYM as the default fund for Trump Account investments, and the scale of U.S. government fund inflows may expand in the coming years. ETFs from several other major ETF issuers will also be available.
Bloomberg analysts: June ETF market saw a "frenzied" performance, with inflows nearing record levels.
According to Odaily Odaily, Eric Balchunas, a senior ETF analyst at Bloomberg, wrote that the ETF market experienced a "June SANITY" level performance in June, with many indicators approaching or breaking historical records. Data shows that 214 new ETF products were launched in June, averaging about 10 per day, significantly breaking historical records. Furthermore, the total trading volume of ETFs in June reached $7 trillion, the second highest level on record. In addition, net inflows into ETFs reached $191 billion in June, the second highest monthly level on record, averaging about $9 billion per day, covering approximately 2,700 different funds. Eric Balchunas concluded that this series of data reflects a comprehensive surge in the ETF market in terms of capital inflows, new product launches, and trading activity.
Barron's 400 ETF saw $600 million in inflows, bringing its total size to $800 million.
According to Odaily Odaily, Bloomberg ETF analyst Eric Balchunas wrote on the X platform that Barron's 400 ETF (BFOR) has seen a large inflow of funds. This fund, established 13 years ago with only $200 million in assets, has suddenly received $600 million in inflows. The fund has outperformed the market so far this year, possibly attracting a particular model, though this is uncertain. This demonstrates that ETF size can expand to four times its original size without affecting the premium rate.
Bloomberg ETF analyst: US stocks are "too big to fail," and the Federal Reserve may purchase stock ETFs to rescue the market.
PANews reported on July 7th that Eric Balchunas, senior ETF analyst at Bloomberg, released research stating that the US stock market is gradually becoming a de facto "retirement fund" for Americans. With approximately 55% of Americans holding stocks and the "Trump Accounts" program expected to add about 28 million new investors, the link between the stock market and household wealth, pensions, and social stability is becoming increasingly close. He believes that in the next major bear market, the Federal Reserve is highly likely to purchase stock ETFs for the first time to stabilize the market, similar to its purchase of corporate bond ETFs in 2020, and the actions of the central banks of Japan and China. Balchunas believes that future political pressure will make a prolonged bear market increasingly intolerable, and the continued inflow of funds into ETFs on dips and investors' widespread expectation of government intervention also reflect this trend.
Bloomberg analysts: June ETF market saw record-breaking data, with both inflows and new product launches exceeding expectations.
PANews reported on July 5th that Eric Balchunas, a senior ETF analyst at Bloomberg, analyzed that the ETF market experienced a "June SANITY" level performance in June, with many indicators approaching or breaking historical records. Data shows that net inflows into ETFs reached $191 billion that month, the second-highest monthly level on record, averaging approximately $9 billion per day, covering about 2,700 different funds. At the same time, the number of new ETF products launched in June reached 214, approximately 10 per day, significantly breaking historical records. Furthermore, the total trading volume of ETFs in June reached $7 trillion, the second-highest level on record. Eric Balchunas concluded that this series of data reflects a comprehensive explosion in the ETF market in terms of inflows, new product launches, and trading activity.