Recent Posts
Social•Feb 21, 2026
Weaker Dollar Spurs Record Foreign Inflows
1. Chart in original post shows the weaker USD (DXY) gets, the more flows will move into USD assets...& DXY had biggest drop in 52 yrs in 1H25👇 2. So as long as DXY keeps falling 10-15%/yr, foreign** inflows will grow **37% of net UST note & bond issuance since 2022 was bought by Cayman HF's (US hedge funds = not really "foreign".)
By Luke Gromen
Social•Feb 20, 2026
China’s Defense Surplus Funding Threatens US Corporate Influence
Sad to watch so many analysts and economists argue that it is a "win" to allow China to continue to deploy surpluses earned from making a significant % of the US military for us 👇into US equity stakes which China...
By Luke Gromen
Social•Feb 16, 2026
Foreign Central Banks Sell USTs Even as Dollar Weakens
One of a number of potentially important macro divergences that occurred in 2H25 is shown below. For the prior 10+ years, foreign Central Banks sold USTs when the USD rose and bought USTs when the USD fell. In 2H25, foreign CB’s sold...
By Luke Gromen