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Markets & the Economy: AI Hype…

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What do you get for the market that has everything?

Investors got a dovish Fed turn in a steady economy, with stocks at a record, credit markets blissed out, capital investment running in torrents into the economy.

What could be next, as bubble talk percolates?

Add it to the ETF Line Up

New Launches: (week ending 9/26) a few highlights…

  • HIYY~ YieldMax HIMS Option Income Strategy ETF
  • GXLC~ Global X US 500 ETF
  • CHRI~ Global X SP500 Christian Values ETF
  • OSCX~ Defiance Daily Target 2x Long OSCR ETF

New Filings: BlackRock
BlackRock has filed for a new Bitcoin Premium Income ETF; targeting income focused investors as a follow up to its $87B spot Bitcoin ETF, IBIT

ETF Check Up: Flow Show, Leveraged Funds, Launches
Spot Crypto ETFs continue to lead all ETF categories in inflows April 8-September 30, 2025, S&P 500 lownearly $3.4B~ And there’s a wave of new crypto ETFs set to hit the market next month….

Bar chart of ETF flows since 4/8 S&P 500 low; Spot Crypto leads, Levered Long shows largest outflow.

Leveraged ETFs make up 1% of total industry assets but 33% of new launches…there’s a land rush especially in the 2x stock arena where you can charge 1% fees

Line graph of leveraged equity ETF share, rising to 33% in 2025. Source: Bloomberg Intelligence.

Another month, another all-time record for ETF launches with 74…

  • Total launches this year are now 55% ahead of last year’s record pace and likely headed towards 1000 or 4/day

Monthly ETF launches from 2021–2025 with 5-year average line. Source: Bloomberg Intelligence.