Search Results for: foreign

U.S. Seaborne Imports of Crude Oil by Origin The United States is also less dependent on foreign oil supply than it was a decade ago. Image: Financial Times

Domestic China Equities and Bonds Held by Overseas Investors Foreign holdings of Chinese equities rose to a record high this year, despite the U.S.-China trade war. Image: Bloomberg

Holdings of U.S. Treasuries as Percent of Treasury Debt Outstanding U.S. domestic investors are buying a lot of U.S. Treasuries, while foreign demand is weakening. Image: Deutsche Bank Global Research

Cumulative S&P 500 Buybacks 2009-2019 Are buybacks driving the show? Thanks to tax cuts and low interest rates, corporate stock buybacks are booming. Over the past decade, S&P 500 companies bought back $5 trillion shares, while cumulative flows from households and foreigners are only a drop in the bucket. But what would happend if companies reinvested instead…

Who Owns the U.S. Treasury Market? American institutions and individual investors are big holders. A large part of the treasury market is also owned by foreigners. Image: Bianco Research

U.S. Monthly Intervention by Currency As the chart shows, frequent interventions in the foreign exchange market were fairly common prior to 1995. Image: Goldman Sachs Global Investment Research

Total Allocated Exchange Reserves by Currency The U.S. dollar represents 61% of all central bank foreign reserves. And the total value of all currencies held in foreign exchange reserves is almost $11 trillion. Image: howmuch.net

Who Owns the Equity Market? Most of the equity market is owned by households and mutual funds. But ETFs and foreigners continue to gain share. Image: Bianco Research

The Trade-Weighted Broad US Dollar Index Hits the Highest Level since 2002 A strong dollar leads to wider trade deficits, and this is a headwind for US exporters. A strong dollar can also hurt emerging markets. The trade-weighted broad US Dollar index is a weighted average of the foreign exchange value of the US dollar against…

Are US-China Trade Talks “Going Very Well” As Donald Trump Says? Well, in 2018, China was selling its US Treasury securities. In 2019, it’s just the opposite. Not bad! Why? It is not obvious, but China could use the dollars elsewhere, in Middle East countries for oil supplies, instead of buying US Treasury securities. Image: Ryan Detrick,…