Global capital is betting on America, and the numbers are impossible to ignore.
Foreign private investors are buying U.S. assets at a ~$1.65T annual pace, up nearly 40% from last year.
Equity inflows are surging, Treasuries are in demand, and corporate bonds are seeing strong overseas buying.
This is strong, confidence-driven allocation by sophisticated investors looking 12–24 months ahead.
When stocks, Treasuries and corporate bonds all see heavy inflows together, the data quietly signals:
• U.S. growth looks resilient (no recession on the horizon)
• American institutions remain solid
• Global alternatives don’t measure up
A rare combination that points to a strong setup for the U.S. economy.