The tweet was deleted by the author.
But we saved everything 🙂.
Foreign investment in the U.S. has reached record highs, according to Robin Brooks. This trend comes one year after the implementation of reciprocal tariffs, which had triggered concerns over a widespread "Sell America" sentiment.
Brooks argues that despite the talk of both "Sell America" and "Hedge America" trades, neither materialized as anticipated. He emphasizes that actual financial flows, rather than prevailing narratives, indicate strong confidence in the U.S. market.
Brooks has previously described a surge in Brent crude prices as emerging market commodity exporters’ currencies rallied, including South Africa and Brazil, in an earlier article. He also noted that hedging activity for oil and private credit increased while the S&P 500 and U.S. dollar traded near flat during heightened conflict, according to another report. These observations came ahead of the recent record in foreign investment flows into the U.S.