Foreign investors are pouring into the US stock market at a record pace

BlockBeats News, July 3rd, The Kobeissi Letter reported that foreign investors are pouring into the U.S. stock market at a record pace. The cumulative inflow of global investment funds into U.S. stocks since the beginning of the year has risen to about 2.5% of their total assets under management. This ratio has more than doubled since May alone. In contrast, the average level from 2002 to 2025 was an outflow of 0.3%, making the current level significantly higher than the historical average.

If we exclude the top 10% of years with the highest fund inflows and the bottom 10% of years with the highest fund outflows from the period 2002 to 2025, the average scale of global funds flowing into U.S. stocks as of the same period is about 1.5% of their total assets under management. The pace of U.S. stock fund inflows this year has exceeded the total annual inflow scale of the middle 50% of years from 2002 to the present, indicating unprecedented demand for U.S. stocks.