17 May 2017

Foreigners Purchasing U.S. Equities, While Reducing Treasury Holdings

by | posted in: Credit, Equities, Uncategorized | 0

The S&P 500 large cap index was flat in March.  Foreigners only purchased $876 million worth of U.S. stocks in that month. Of late, they have been more of a tailwind than a headwind. The 12-month rolling total of foreign … Continued

21 Oct 2016

China, Japan Reduce Treasury Holdings, Even As Next President Likely Runs Larger Deficit

by | posted in: Credit, Currency, Economy | 0

The top two holders of Treasury securities have been cutting back their holdings.  In August, China and Japan respectively held $1.19 trillion and $1.14 trillion.  China’s peaked at $1.32 trillion in November 2013 and Japan’s at $1.24 trillion a year … Continued