BARCLAYS SEES CRACKS IN U.S. EQUITY DOMINANCE Barclays says U.S. stocks still dominate, with record June inflows of about $150B. But crowded dollar positioning, AI volatility, lower oil prices, and stretched U.S. equity flows may spark renewed interest in Europe. Despite risks from Fed uncertainty and summer volatility, strong earnings momentum remains a key support for stocks. *Walter Bloomberg (@DeItaone) / Twitter · 07-01 19:49