The Kobeissi Letter
The Kobeissi Letter|Mar 04, 2026 21:54
Investors are pouring money into US funds at a record pace: US-listed ETFs have pulled in +$380 billion so far in 2026, on track for the best year on record. This marks a +80% increase compared to the first two months of 2025. As a result, average daily ETF inflows are up +52% YoY, to a record +$9 billion per session. This is also up +310% since 2023 and marks the 3rd consecutive annual increase. Since 2019, average daily ETF inflows have surged +700%. The US ETF industry is experiencing a historic acceleration in investor demand.(The Kobeissi Letter)
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