ETFs
Discussion portrayed ETF demand as exceptionally strong, with US-listed ETFs attracting record inflows and bond ETFs receiving substantial investor allocations despite weak bond performance 82. ETF market plumbing was described as resilient under stress, with tight arbitrage bands and no notable premium/discount problems 7. Views were more mixed on ETF use: some speakers highlighted their role in retail buying, sector and country exposure, while Porter Collins preferred single-name trades and Lance Roberts said bond ETFs are primarily rate-direction instruments 69.
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
10 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Eric Balchunas 3 mentions
- Gary Bohm 2 mentions
- The Kobeissi Letter 2 mentions
- Max Wiethe 1 mention
- Jack Farley 1 mention
- Bloomberg 1 mention
- Dan Nathan 1 mention
- Ben Inker 1 mention
See what your own voices say about ETFs, every morning.
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