Finance News

Story: Foreign Investors Pour Record $1.55 Trillion Into US Assets as Iran Shuts Hormuz Strait Again

By Dan Saada

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Triple-Decline Days Drop to Decade Low. Markets have been calmer than expected given the headlines.

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Oil Transit Chokepoint Closed Again. The Strait of Hormuz handles roughly 21 million barrels of oil per day.

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Foreign money flooded into US financial assets last year. The Treasury Department counted $1.

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The scale of the buying spree is pretty much unprecedented. Foreign holdings of US equities now sit at nearly $21 trillion, which reinforces what traders have been saying for…

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Markets have been calmer than expected given the headlines. The number of triple-decline days—when US stocks, the dollar, and bonds all fall together—dropped to just nine so far…

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The shift says something about confidence. Or maybe it's complacency. Hard to tell. But the money keeps coming in, which is what matters for now.

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The Strait of Hormuz handles roughly 21 million barrels of oil per day. That's about 20% of the world's supply moving through a narrow waterway between Iran and Oman.

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The timing couldn't be worse. Peace talks in Islamabad collapsed after 21 hours of negotiations.

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Chinese soybean exports will probably slow down because of all this, though renewed buying could eventually push soybean futures higher. They're trading around $11.

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The diplomatic mess adds layers to an already complicated situation. Iran's move follows a pattern of escalating tensions, especially with ongoing US vessel seizures.

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What's striking is how resilient US markets have been through all this. Foreign investors aren't pulling back—they're doubling down. The $1.

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Read also: Bitcoin Hits $76,500 as Iran Closes Strait of Hormuz Again

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The decline in triple-decline days tells part of the story. When stocks, bonds, and the dollar used to fall together, it signaled broad panic.

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Foreign equity holdings at $21 trillion represent a massive bet on American stability. But it's also a vulnerability. If sentiment shifts, the reversal could be brutal.

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The Islamabad talks were supposed to break the deadlock. They didn't. After nearly a full day of negotiations, Iran walked away from US proposals on its nuclear program.

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