---
title: "Barclays warns US equity inflows may precede sharp reversal"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286914453.md"
description: "Barclays warns that the recent record inflow of over $60 billion into U.S. equity funds, driven by FOMO and AI optimism, may lead to a sharp market reversal. Fully invested positions increase vulnerability to downturns on negative news, while bullish leveraged ETF activity has surged, outpacing bearish trades significantly."
datetime: "2026-05-19T12:41:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286914453.md)
  - [en](https://longbridge.com/en/news/286914453.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286914453.md)
---

# Barclays warns US equity inflows may precede sharp reversal

Record inflow pace: U.S. equity funds attracted over $60 billion in the past month, driven by FOMO and AI-led optimism. Risk of reversal: Barclays warns that fully invested positions leave markets exposed to sudden downturns on negative news. Leveraged bets surge: Bullish leveraged ETF activity is over three times bearish trades, nearing peaks last seen in major rallies.

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