Brad Setser: Private foreign investors drive strong U.S. equity inflows in April

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Brad Setser: Private foreign investors drive strong U.S. equity inflows in April — Private investors drive April equity inflows

Brad Setser highlights that most analysts focus on the Treasury table in the monthly TIC data, but the key development in the April data was strong equity inflows.

Setser notes that most of the U.S. external deficit is now being financed by private foreign investors seeking returns, rather than by reserve flows.

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Setser previously observed that China’s holdings of U.S. Treasuries in U.S. custodians fell to an 18-year low, noting gaps in the TIC data due to offshore holdings. He has also pointed out that China relies on large-scale exports to balance its increased supply. These developments come as global trade and capital flows remain closely watched by analysts.

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