16.09.202620:00:00UTC+00Foreign Demand for U.S. Long-Term Securities Swings Sharply Negative in July

Foreign holdings of U.S. long-term securities saw a sharp reversal in July 2026, as TIC Net Long-Term Transactions including swaps fell to -$27.90 billion, according to data updated on 16 September 2026. This marks a dramatic turnaround from June 2026, when the same indicator stood at a robust $174.40 billion.

The July figure indicates that, on net, foreign investors reduced their exposure to U.S. long-term assets, a notable shift after the strong inflows recorded in June. The move from significant net purchases to net sales highlights growing volatility in cross-border capital flows into U.S. bonds and other long-term instruments during the summer period.

Analysts and market participants are likely to scrutinize the abrupt change in TIC flows for signals about evolving global risk appetite and confidence in U.S. financial assets, as well as to assess potential implications for the dollar and U.S. funding conditions in the months ahead.