Global Bond Sell Off Hits Markets, JPMorgan's Tokenized Fund Filing | ETF IQ 5/18/2026

• Global bond sell-off pushes US 30-year Treasury yield to 2007 highs, indicating market concern over inflation and Fed policy.
• Tech-focused ETFs (QQQ) and the new memory ETF (DRAM) see significant inflows, with DRAM becoming one of the fastest-growing ETFs in history.
• Invesco's Matt Brill discusses AI's impact on investment-grade credit, noting attractive levels but also buyer fatigue and the need for fiscal responsibility.
• JPMorgan is deepening its crypto push with a second tokenized money market fund, signaling growing institutional interest in blockchain-based financial products.
• Small-cap value ETFs like AVUV are outperforming, but overall ETF assets in small caps have significantly declined over the past decade.

The video discusses the global bond sell-off, with the US 30-year Treasury yield at 2007 highs, and analyzes ETF flows showing strong bullish sentiment in tech-heavy funds like QQQ and the new DRAM ETF. Experts weigh in on AI's impact on fixed income and the broader market, highlighting opportunities in real assets and specific thematic ETFs, while also noting the challenges for small-cap funds.