Svmuu News: The Kobeissi Letter posted on X that U.S. net capital inflows reached a record $884 billion in the 12 months ending in April 2026. This metric reflects the volume of external capital entering the U.S. financial markets through purchases of U.S. assets by private investors and official institutions.
Net capital inflows have nearly tripled since early 2025. The peak in 2021 was approximately $400 billion, less than half of the current level. In April, total private-sector purchases of U.S. stocks rose to $763 billion, a record high; purchases by official institutions rose to $121 billion, more than doubling since the beginning of the year.