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Ahead of Nvidia's (NVDA) fourth quarter earnings report, there's been notable activity in ETFs (exchange-traded funds) tied to the tech giant’s performance. However, broader market trends (^DJI, ^IXIC, ^GSPC) reveal a shift away from US equities in favor of assets like gold (GC=F) and international stocks.
CFRA research head of ETF data and analytics Aniket Ullal joins Catalysts hosts Madison Mills and Seana Smith to discuss the outlook for US large-cap stocks amid changing market dynamics.
"Flows have actually been fairly strong into ETFs this year. We've seen over $130 billion so far this year into ETFs. A lot of that actually into equity ETFs," Ullal says. "As far as performance goes in the last few weeks, particularly since tariffs were first announced, we've seen non-US equity ETFs outperform US equity ETFs."
Ullal highlights that despite recent shifts in market sentiment, Nvidia's earnings could serve as a key catalyst for US equities. Additionally, he notes that "crypto tends to be very sensitive to [interest] rates," influencing ETF flows and investor sentiment.
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This post was written by Josh Lynch