Last time Foreigners were this skewed into US Equities…

Featured this chart in last week's ChartStorm, and I think the bigger point (rather than being a wow-chart) is the flows-dollar-performance feedback loops that have been a major tailwind for US stocks over the past decade+ being at risk of reversing… https://t.co/D463XAlmuG pic.twitter.com/GiFq2fi1jC — Callum Thomas (@Callum_Thomas) June 19, 2025 https://twitter.com/Barchart/status/1935794760297353525 This is incredible: A …

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SOON: Short-term swap markets show deeply skewed demand-supply conditions for the yuan, which could potentially lead to panic and spillovers to bond and equity markets.

SHANGHAI, April 26 (Reuters) – China’s sliding yuan has been hitting the weak end of the band in so-called cash settlement transactions this week, making it challenging for banks and businesses on the mainland to transact, traders say. Under unrelenting pressure from rising U.S. yields and outflows from China, the yuan is at five-month lows …

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