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September 1, 2024

$6,440,000,000,000 Piled Into Money Market Funds As Bank of America Warns Rate Cuts Won’t Fuel Rotation To Stocks

By Henry Kanapi

The amount of capital invested in money market funds has surged to a record level with a potential Fed rate cut coming this month.

New figures from the Federal Reserve Economic Data (FRED) show the amount of capital invested in money market funds has soared to over $6.44 trillion as of June of this year.

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Source: FRED

Money market funds are financial instruments that allow people to invest in lower-risk and short-term debt securities including US Treasuries.

Investors began flocking to the funds in 2022 when the Fed began to aggressively raise interest rates in an effort to stifle soaring inflation, significantly boosting yields in short-term Treasuries.

Although Fed Chair Jerome Powell has signaled rate cuts are inbound, Bank of America (BofA) analysts say they doubt it will have an immediate impact on the popularity of the funds, reports Reuters.

“Rate cuts not a likely spark for equity buying from the [$6.4] trillion money market fund (sector). History shows the first Fed cut precedes more cash inflows in a ‘soft’ landing, and bonds the likely winner if ‘hard’.”

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In April, BofA strategists reportedly said historical data shows that cash funds tend to witness more inflows in anticipation of the first rate cut before seeing outflows a year later.

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