Global markets see equity inflows amid rising US bond yields

global equity funds US bond yields artificial intelligence investment Federal Reserve interest rates US-China trade

Global equity funds experienced a significant resurgence, recording $44.1 billion in net inflows for the week ending September 25, the highest weekly increase since July. This growth was largely driven by optimism in the artificial intelligence sector and strong inflows into US equity funds, which saw $37.6 billion. Technology funds specifically received $5.29 billion, bolstered by interest in AI tools and semiconductor export trends.

Simultaneously, bond markets are facing intense pressure. US Treasury yields have reached multi-year highs, with 10-year yields hitting levels not seen since 2007 and 30-year yields reaching their highest point since 2004. This surge is attributed to persistent inflation concerns, geopolitical tensions, and rising oil prices, leading markets to price in a 70 percent chance of a 25-basis-point interest rate hike by the Federal Reserve next month.

On the diplomatic front, US-China relations showed signs of stabilization. President Donald Trump and President Xi Jinping discussed positive progress, including a new trade arrangement. Additionally, the Busan trade truce between the two nations has been extended from November to January 10.

Entities

China · Federal Reserve · Goldman Sachs · S&P 500 · United States

Claims

What the coverage asserts, and how many sources carry each claim.

[○ 1 SOURCE] Goldman Sachs strategists project AI investments will drive about half of S&P 500 per-share profit growth in 2026.
[○ 1 SOURCE] The $44.1 billion inflow is the highest weekly amount recorded since July 8.
[○ 1 SOURCE] Technology funds received $5.29 billion in investments.
[○ 1 SOURCE] US 10-year bond yields reached their highest levels since 2007, while 30-year yields reached their highest since 2004. www.ekonomist.com.tr
[○ 1 SOURCE] Market pricing shows a 70 percent probability of the Fed increasing interest rates by 25 basis points next month. www.ekonomist.com.tr
[○ 1 SOURCE] The Busan trade agreement between the US and China has been extended to January 10. www.ekonomist.com.tr
[○ 1 SOURCE] Global equity funds recorded $44.1 billion in net inflows during the week ending September 25.
[○ 1 SOURCE] US equity funds received $37.6 billion in net weekly inflows.