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Foreign Investors Ditch Treasurys for Record U.S. Equity Bets

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‼️ Overseas investors are making a historic pivot from U.S. Treasurys to equities, as foreign ownership of government debt has fallen from more than 50% at its peak to about 30% today. By contrast, foreign holdings of U.S. stocks have reached record highs, with the country attracting a record $600 billion in net equity inflows in the year through March 2026.

China’s Trade Surge: Exports Accelerate to 25%, Surplus Balloons to $119B

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‼️ 🇨🇳 China’s exports grew 25% year-over-year in August, matching analysts’ forecasts and accelerating from July, while imports rose 28.2%, slightly below the 30% consensus but up from 27.5% the prior month; together, the stronger export momentum and resilient import demand pushed China’s trade surplus to $119.09 billion, widening from $112.5 billion in July.

Japan’s Wage Surge Hits 28-Year High, Paving Way for More BOJ Tightening

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‼️ 💴 Japanese workers’ nominal wages rose 4.7% year-on-year in July—the fastest pace since 1997—driven by robust corporate earnings and a tight labor market, according to data that reinforces expectations for further Bank of Japan tightening. The increase surpassed economists’ 3.8% forecast and followed a revised 4% gain in June, marking the sixth consecutive month of wage growth above 3%, the longest such streak in 34 years.

Yen Rockets Past Post-Intervention Highs: Thin Liquidity and 155 Break Fuel Rally Fears

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‼️ 💴 The yen surged to its strongest level since February, eclipsing the post-intervention high, with no single catalyst identified; traders attributed the move to thin US holiday liquidity and a technical break above 155 per dollar, while momentum indicators and positioning data increasingly support the case for a sharper rally ahead

BlackRock and JPMorgan Bet on EM Bonds as Rate-Cut Cushion Drives Outperformance

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‼️ BlackRock and JPMorgan are increasing allocations to emerging-market bonds as local-currency EM debt has returned over 3% this year, outperforming US Treasuries and European peers which are down 0.6%. With inflation in developing economies averaging just 3.8%—roughly one-third of 2022 shock levels—EM central banks now have about 1 percentage point more policy cushion to absorb price pressures, enabling recent rate cuts in Brazil, Turkey and Hungary. BlackRock is also positioning in bonds where it expects central banks to hold rates steady, betting on policy divergence and relative stability as key drivers of outperformance.