Woofun AI data shows that US stock funds experienced a $17.2 billion net outflow for the week ending July 1, marking the largest weekly redemption since March 2026 and the second consecutive week of declines. The BofA Bull/Bear Indicator rose to 9.5, maintaining an "extremely bullish" status while the "sell signal" triggered on May 20 remains active. Historically, this signal has preceded a 2% to 3% global equity decline within two to three months in 60% of cases since 2002.

Capital rotated into investment-grade bonds, which saw $17.2 billion in inflows for the 13th straight week, while high-yield bonds attracted $3.4 billion, the highest weekly inflow since May 2025. Tech funds received $14.3 billion, pushing year-to-date inflows toward a record $152 billion. Conversely, gold and cryptocurrency faced $3 billion and $2 billion in outflows respectively, with crypto seeing its largest weekly exit since November 2025.