⚡️ Foreign capital inflows into the US set a record, fully refuting the “Sell America” thesis

Net capital inflows into US stocks from foreign investors reached $883.9B—an all-time high (3 times higher than in early 2025).
In the same period, foreign private investors alone bought $763 billion worth of US stocks—also a record.
If bonds (Treasury + corporate debt) are included, total foreign capital inflows into the US rise to $1400B. This is official data from Treasury International Capital—absolutely not an estimate.
This is a slap in the face to economists who argue that the “Sell America” theory—assessing that tariffs and policy uncertainty under Trump will cause foreigners to dump US assets—will send the USD and Treasury yields into a spiral of lost confidence.
The reality is the opposite: foreigners are buying even more aggressively than ever, which is also causing gold prices to enter a sell-off as the world starts to trust the greenback again.