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Weekly fund flows highlights – 8th May 2023
Weekly fund flows highlights – 8th May 2023

How did markets react to the interest rate hikes from both the US Federal Reserve and the European Central Bank? In a week where nonfarm payrolls in America reported a job increase way above the initial expectations, we use EPFR’s Fund Flows and Allocations data to deep dive into the latest investor sentiment trends.

EPFR in the news – May 2023
EPFR in the news – May 2023

EPFR fund flow data is trusted by leading media across the globe. Check out our May 2023 citations, featuring Nikkei Asia, Bloomberg and CNBC.

Monetary squeeze tightens another two notches
Monetary squeeze tightens another two notches

Investors were expecting quarter-point interest rate hikes from the US Federal Reserve and European Central Bank (ECB) in early May. They got them, along with the collapse of another American regional bank, a warning from Treasury Secretary Janet Yellen that the US may not be able to pay its bills in June if the debt ceiling standoff persists and more violent protests against pension reform in France.

Off the wires: US inflation falls to lowest level since May 2021
Off the wires: US inflation falls to lowest level since May 2021

According to CNN, annual inflation dropped in March 2023 for the ninth consecutive month, and grocery prices fell month-on-month for the first time since September 2020. While the CPI has cooled off – at least temporarily – investors are not treating the news as a green light for the road back to riskier asset classes. With fear far from banished, cash remains king.