đ˘ Market Update â February 2026
U.S. equity fund inflows slowed sharply last week, driven by a selloff in software and tech stocks.
Key Data ⢠Equity Fund Inflows: $5.58B (week ending Feb 4)
⢠Down 48% from $10.82B the prior week
⢠Driver: Weakness in tech/software stocks
⢠Support: Strong earnings from Eli Lilly and Super Micro Computer
Market Implications ⢠Investors are becoming cautious on high-growth tech
⢠Flow momentum is slowing, despite selective earnings strength
⢠Signals a rotation toward defensive sectors