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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

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economictimes.indiatimes.com

businessday.co.za

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AI · summaries

businessday.co.zaStai leggendo1 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.

originale

economictimes.indiatimes.com4 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.

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