Hammering in $884 billion! Foreign investors go wild抢buying U.S. assets to a record high—net inflows are nearly triple those of 2025.

According to the latest chart data released by the well-known financial commentary institution, The Kobeissi Letter, foreign funds are flooding into the U.S. financial market at an explosive pace. In the past 12 months through April 2026, the U.S. net capital inflow reached an astonishing $884 billion, setting a record high. Whether it’s private investors rushing into U.S. stocks or official institutions buying U.S. assets, appetite for the U.S. market has reached levels never seen before.
(Background: Before Micron doubled, Taiwan stocks had already been reporting monthly revenue for five months—using Taiwan’s financial-report “time lag” to read U.S. memory-stock moves ahead)
(Background supplement: The U.S.-Iran talks are back on track; oil prices fall below $80—how will U.S. stocks move?)

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• Net inflow of $884 billion sets a record—nearly triples in two years
• A look at buying data from private and official institutions
• Safe haven or a super bubble? Community debate heats up

Global capital is flowing to the United States at an unprecedented speed. On (26) today, the well-known financial commentary account The Kobeissi Letter published data on the X platform showing that demand from foreign investors and institutions for U.S. assets has risen to an all-time high, indicating that, amid the current macro environment, the U.S. financial market has an unmatched “magnetic pull effect.”

Foreign investment into the US is exploding:

US net capital inflows surged to a record +$884 billion in the 12 months ending April 2026.

This metric shows how much outside money is entering US financial markets through private investors and official institutions buying US… pic.twitter.com/9ofvD4JKqN

— The Kobeissi Letter (@KobeissiLetter) June 26, 2026

Net inflow of $884 billion sets a record—nearly triples in two years

In its post, The Kobeissi Letter made it clear from the start that “foreign investment in the U.S. is growing explosively.” The data shows that over the 12 months through April 2026, the United States’ net capital inflows (Net capital inflows) surged to a historic peak of +$884 billion.

This key indicator reflects the total scale of external funds flowing into the U.S. financial system—by way of private investors and official institutions purchasing U.S. assets. What’s striking is that, since the beginning of 2025, U.S. net capital inflows have jumped by nearly three times; for comparison, the last time capital inflows peaked was in 2021, when the amount was about $400 billion—less than half of the current level.

A look at buying data from private and official institutions

This surge in foreign capital isn’t the result of a single source, but rather of a “two-pronged” effort from both private capital and official institutions:

| Source of funds | | --- | | Purchase amount (April 2026 data) | | Notes and growth rate | | --- | --- | | Private investors (buying U.S. stocks) | $763 billion | Record high | | Official institutions (buying U.S. assets) | $121 billion | Record high, already doubled since the start of the year |

Safe haven or a super bubble? Community debate heats up

In the piece, The Kobeissi Letter directly said, “The world’s appetite for U.S. assets is unprecedented.”

This strong set of data has triggered sharply different interpretations within the community. Optimists argue that it’s clear evidence of strong fundamentals in the U.S. economy and global leadership in technological innovation; another camp points out that amid ongoing global geopolitical turbulence, this huge amount of capital is more likely being “parked” in the U.S. market with the best liquidity for hedging purposes. However, many investors also feel uneasy, believing that such an exaggerated inflow of hot money in the short term is continuously pushing up the valuations of U.S. stocks, potentially building toward the next financial bubble—one that could burst at any time.