The Kobeissi Letter(@KobeissiLetter):Foreign investment into the US is exploding: US net capital inflows surged to a record +$884 billion in the 12 months ending April 2026. This metric shows how much outside money is entering US financial markets through private investors and official institutions buying US assets. Net capital inflows have nearly TRIPLED since the start of 2025. By comparison, the 2021 peak was ~$400 billion, less than half of current levels. Total private purchases of US equities jumped to $763 billion in April, an all-time high. Official institutions' purchases rose to a record $121 billion, more than doubling since the start of the year. Global appetite for US assets is unprecedented.

2026.06.26 00:18

Foreign investment into the US is exploding: US net capital inflows surged to a record +$884 billion in the 12 months ending April 2026. This metric shows how much outside money is entering US financial markets through private investors and official institutions buying US assets. Net capital inflows have nearly TRIPLED since the start of 2025. By comparison, the 2021 peak was ~$400 billion, less than half of current levels. Total private purchases of US equities jumped to $763 billion in April, an all-time high. Official institutions' purchases rose to a record $121 billion, more than doubling since the start of the year. Global appetite for US assets is unprecedented.