Storia in 2 fonti

Who is funding America's widening debt with the rest of the world?

Foreign capital is flowing into Wall Street due to the AI revolution. This influx is increasing scrutiny on America's persistent external deficit. Overseas investors are now the primary source for financing the US current account deficit. This shift from official to private capital makes the US foreign liabilities more concerning. The widening imbalance and its financing methods present a potential future challenge.

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economictimes.indiatimes.com

businessday.co.za

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economictimes.indiatimes.comStai leggendo4 g fa

Who is funding America's widening debt with the rest of the world?

Private investors fund U.S. current account deficit via equities (61% of holdings), chasing AI returns instead of central banks' 'sticky' capital model. Risk: if AI momentum slows, rapid capital flight could spike rates and destabilize dollar-dependent infrastructure and M&A decisions.

originale

businessday.co.za1 g fa

JAMIE MCGEEVER | Foreign capital moving from US debt to Big Tech stock

Foreign investors have shifted to 61% equity vs 14% Treasury in US portfolios (2025), driven by AI boom and record capex spending. This shift from sticky central bank capital to volatile private flows increases reversal risk if tech sentiment turns.

Timeline cronologica

venerdì 24 luglio 2026·economictimes.indiatimes.com
Who is funding America's widening debt with the rest of the world?
Foreign capital is flowing into Wall Street due to the AI revolution. This influx is increasing scrutiny on America's persistent external deficit. Overseas investors are now the…
lunedì 27 luglio 2026·businessday.co.za
JAMIE MCGEEVER | Foreign capital moving from US debt to Big Tech stock
Foreigners hold 30% of all publicly held US federal debt compared with 50% in 2012