The Counter Trend Trader

Oct 2 (Reuters) - Inflows into US-listed exchange-traded funds (ETFs) through end-September have already exceeded any full-year total on record and are expected to ​grow further by year end, according to State Street ‌Investment Management data
Year-to-date inflows stood at more than $1.54 trillion as of end of September, topping the annual record of $1.52 trillion set in 2025.
State Street Investment Management's global head of research strategists, Matthew Bartolini, expects total ETF inflows by US-listed funds to reach $2.3 trillion by the year end
Equity ETFs have led inflows so far this year, taking in more than $1 trillion alone, followed by fixed income products which have taken in over $469 billion
Among equity sectors, technology funds have marked the biggest inflows so far this year at over $59 billion, while financials has lost the most to mark outflows of over $3.8 billion
On the basis of geography, funds tracking US stocks have taken in the most this year at about $655 billion, followed by funds tracking international developed markets at inflows of $150.4
billion
Investors continue to favor ETFs as their primary tool for allocating capital,
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🚨 THIS WEEK’S MARKET CALENDAR - WHAT DROPS AND WHY IT MATTERS
OCTOBER 5-9 • ALL TIMES ET
① START WITH BUSINESSES
MON 5 → 10:00 AM | ISM Services
Shows whether U.S. service businesses are growing and whether their costs are rising
TUE 6 → 8:30 AM | U.S. Trade Balance
Updates imports and exports - another piece of the economic growth picture
② THEN HEAR FROM THE FED
WED 7 → 2:00 PM | September Meeting Minutes
More detail on what worried officials about inflation and jobs at their last meeting
③ FINISH WITH WORKERS AND CONSUMERS
THU 8 → 8:30 AM | Jobless Claims
New applications for unemployment benefits - watch for signs that layoffs are increasing
THU 8 → 8:30 AM | Jobless Claims
New applications for unemployment benefits - watch for signs that layoffs are increasing
FRI 9 → 10:00 AM | Michigan Consumer Survey
How Americans feel about the economy and how much they expect prices to rise
The warning sign to watch: weaker jobs while inflation fears keep growing
SAVE THIS BEFORE MONDAY’S OPEN

!!🚨 WARNING: SOMETHING TERRIBLE HAPPENS TOMORROW
Everyone's watching stocks, waiting for the crash. It's starting somewhere else.
Something broke this week, and almost nobody connected it.
→ Japan sold ~$71B in Treasuries, its biggest dump in decades
→ China cut holdings to the lowest since 2008
→ Both are stacking gold instead
→ Yields near levels last seen in 2007
→ Oil above $100 on the Iran crisis
None of this is isolated. It's one feedback loop, and it's accelerating.
When the two largest foreign holders of U.S. debt step back at the same time, someone else has to absorb that supply. And they'll only do it at higher yields.
That's exactly what's happening.
Here's the loop:
Japan and China cut Treasuries → supply gets harder to absorb → yields rise to pull in buyers → financing costs explode → every asset priced against yields reprices lower
Now stack the energy shock on top. Hormuz is the most critical chokepoint on the planet. Disruption there means higher oil, which means higher inflation, which pushes yields even higher.

🚨BREAKING:
“TRUMP INSIDER” WITH A 100% WIN RATE JUST OPENED A $50,500,000 $BTC LONG
HE HAS CALLED EVERY MAJOR MOVE SINCE THE START OF THE YEAR
HE DEFINITELY KNOWS SOMETHING