The Kobeissi Letter(@KobeissiLetter):Shocking stat of the day: Foreign purchases of US equities are up to a record ~$850 billion over the last 12 months. This figure has more than QUADRUPLED since the start of 2025. This is also ~450% above the average recorded during since 2000. As a % of total equity market cap, foreign purchases are up to ~1.3%, the highest level since the post-Financial Crisis recovery in 2010. By comparison, the 2021 meme stock frenzy peak was ~1.1%. Foreign demand for US equities has never been stronger.

The Kobeissi Letter

@KobeissiLetter

Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support@thekobeissiletter.com

参加 June 2015

593 フォロー中 2.5M ファン

The Kobeissi Letter@KobeissiLetter

2026.07.26 16:32

Shocking stat of the day: Foreign purchases of US equities are up to a record ~$850 billion over the last 12 months. This figure has more than QUADRUPLED since the start of 2025. This is also ~450% above the average recorded during since 2000. As a % of total equity market cap, foreign purchases are up to ~1.3%, the highest level since the post-Financial Crisis recovery in 2010. By comparison, the 2021 meme stock frenzy peak was ~1.1%. Foreign demand for US equities has never been stronger.