Welcome to the 20th edition of Markets, Distilled — your edge on where capital’s flowing across the exponential age.
Explore key insights from top minds, emerging trends, and game-changing topics, all streamlined for you.
1. Market Overview:
A. Money Market Funds Breaking Highs:
Money market funds just hit a record $7.24T—proof that investors remain risk-off.
High rates make MMFs appealing, but this cash pile reflects both fear and firepower:
Lack of conviction in risk assets
Massive dry powder ready to rotate
A Fed rate cut could flip the switch—pushing capital down the risk curve into equities & BTC.
Source: Barchart on X
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