🚀 A historic shift! Foreign investors are疯狂 buying U.S. stocks—net purchases hit a record high of $94.2 billion in a single year
The latest data shows that over the 12 months through July this year, foreign investors’ net purchases of U.S. stocks and investment fund shares reached a record $942 billion, setting a new rolling 12-month high since the U.S. Treasury began keeping records in 1985!
📌 Key takeaways at a glance:
1️⃣ Quarterly net purchases break records
Data from the Bureau of Economic Analysis shows that in just the second quarter, foreign net purchases of U.S. stocks and funds surged to $426 billion, up 62% year over year. This surpassed the previous quarterly record of $299 billion set in 2022.
2️⃣ U.S. stocks are strong, tech leads the way
A massive influx of funds directly helped push U.S. stocks higher. Over the one-year period through July, the S&P 500 rose about 20%, and in the second quarter alone it gained 14.9% (its best quarterly performance since 2020). Notably, tech stocks such as Sandisk, Western Digital, and Intel delivered especially strong performances.
3️⃣ The “debt-to-equity” trend is becoming clear
A strategist from Deutsche Bank noted that overseas investors’ interest in U.S. sovereign debt is weakening, with capital accelerating its shift from the U.S. bond market to U.S. stocks. In the second quarter, foreign net purchases of U.S. bonds totaled only $188 billion, down sharply from $314 billion in the first quarter.
💡 Market impact:
Overseas capital is going through a “historic shift.” The U.S. stock market continues to attract global liquidity as a safe haven and for its wealth effect. The technology sector remains the core battleground for global capital.
————————————————————————We continue to invest in $SPCX, $META, $NVDA
$SPCX.US
$NVDA.US
$META.US
The latest data shows that over the 12 months through July this year, foreign investors’ net purchases of U.S. stocks and investment fund shares reached a record $942 billion, setting a new rolling 12-month high since the U.S. Treasury began keeping records in 1985!
📌 Key takeaways at a glance:
1️⃣ Quarterly net purchases break records
Data from the Bureau of Economic Analysis shows that in just the second quarter, foreign net purchases of U.S. stocks and funds surged to $426 billion, up 62% year over year. This surpassed the previous quarterly record of $299 billion set in 2022.
2️⃣ U.S. stocks are strong, tech leads the way
A massive influx of funds directly helped push U.S. stocks higher. Over the one-year period through July, the S&P 500 rose about 20%, and in the second quarter alone it gained 14.9% (its best quarterly performance since 2020). Notably, tech stocks such as Sandisk, Western Digital, and Intel delivered especially strong performances.
3️⃣ The “debt-to-equity” trend is becoming clear
A strategist from Deutsche Bank noted that overseas investors’ interest in U.S. sovereign debt is weakening, with capital accelerating its shift from the U.S. bond market to U.S. stocks. In the second quarter, foreign net purchases of U.S. bonds totaled only $188 billion, down sharply from $314 billion in the first quarter.
💡 Market impact:
Overseas capital is going through a “historic shift.” The U.S. stock market continues to attract global liquidity as a safe haven and for its wealth effect. The technology sector remains the core battleground for global capital.
————————————————————————We continue to invest in $SPCX, $META, $NVDA
$SPCX.US
$NVDA.US
$META.US
