Mohamed A. El-Erian(@elerianm):ROW: Long US equities, less so Treasuries: As reported by the FT, "foreign investors made a record $942bn in net purchases of US equities and investment fund shares in the 12 months to July, accelerating a shift in overseas investment towards American stocks and away from debt. The flows represented the highest rolling 12-month total in Treasury data going back to 1985." #economy #markets #stocks #bonds @ft

Mohamed A. El-Erian

@elerianm

Rene M Kern Prof of Prac at Wharton. Allianz Advisor. Gramercy Chair. Chair of UnderArmour Board. Former Pimco CEO/co-CIO and President of Queens' Col Cambridge

加入 July 2011

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Mohamed A. El-Erian@elerianm

2026.09.26 13:23

ROW: Long US equities, less so Treasuries: As reported by the FT, "foreign investors made a record $942bn in net purchases of US equities and investment fund shares in the 12 months to July, accelerating a shift in overseas investment towards American stocks and away from debt. The flows represented the highest rolling 12-month total in Treasury data going back to 1985." #economy# #markets# #stocks# #bonds# @ft