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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 1 of 1

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 1 of 1

Foreigners Are Buying, Not Selling, US Securities | 24 Feb 2026 | Ed Yardeni

> Ed Yardeni: Foreign stocks have been outperforming US stocks since early last year. Contributing to this outperformance has been the weakening dollar over this period (chart). That's fueled lots of chatter about the so-called "**Sell America Trade**" and **dedollarization**. That's a bit ironic considering that during **2024** the chatter was about "**American Exceptionalism**." > We aren't giving up on the…

Feb 25, 2026·Capital Flows
Foreigners Are Buying, Not Selling, US Securities | 24 Feb 2026 | Ed Yardeni
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Capital FlowsEd YardeniEquity
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MacrosMarkets & InvestmentsReport, Blogs & InsightsSell AmericaUS

Foreigners Are Buying, Not Selling, US Securities | 24 Feb 2026 | Ed Yardeni

Ed Yardeni: Foreign stocks have been outperforming US stocks since early last year. Contributing to this outperformance has been the weakening dollar over this period (chart). That's fueled lots of chatter about the so-called "Sell America Trade" and dedollarization. That's a bit ironic considering that during 2024 the chatter was about "American Exceptionalism."

We aren't giving up on the…

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UJ
Feb 25, 2026