Record net foreign capital inflows into US stocks in the recent years will diminish this year. The upshot will be a simultaneous drop in the USD and the S&P500. In short, the USD will become pro-cyclical.
Net foreign purchases of US stocks and debt securities reached a record… pic.twitter.com/unWFwtWRsO
— Arthur Budaghyan (@BudaghyanArthur) January 10, 2026
Chinese offshore bank stocks have rallied to their previous highs and are facing a major technical resistance (Chart, top panel), They have never been able to break above this level.
The bottom panel of the chart shows Chinese offshore non-tech no-bank stocks. They remain well… pic.twitter.com/ilyWQx7caE
— Arthur Budaghyan (@BudaghyanArthur) January 10, 2026
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