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Global equity funds drew $98 billion in inflows in the week ending November 11, the second-largest weekly intake on record, according to The Kobeissi Letter. The week marked the fifth consecutive positive inflow, bringing the cumulative five-week total to roughly $350 billion. The four-week moving average of inflows has climbed to about $75 billion, underscoring the sustained pace of allocations. The scale of the buying matters because it signals unusually strong risk appetite in equities and ranks among the largest weekly demand prints ever recorded.

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The Kobeissi Letter