• Optimism about the duration of the current US tightening cycle has ebbed. The revised assumptions are worked in favor of short-term US treasury funds while investors move away from high yield bond funds.
• Activity at the sector level highlights some of the subplots as overall flows favor China over US Equity Funds.
• During bouts of uncertainty last year and into this year, we've been surprised by the absence of flows into precious metals funds, what happened to Silver and Gold this week?
• What puzzling dynamic are we seeing in GEM Fund manager allocation data?
• Are Brazil Equity Funds finally benefiting from the search for non-Russian commodity supplies?

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