LIVEMarkets rolling coverageStarted: July 26, 2026, 4:00 AM EDTUpdated: July 26, 2026, 7:58 AM EDT Capital Economics Flags Growing Foreign Investment in U.S. Equities as S&P 500 Risk Indicator July 26, 2026, 7:57 AM EDT. Capital Economics observes foreign ownership of U.S. equities has climbed sharply to over 21%, compared with 6% in 1997. The investment firm attributes this increase to AI-driven optimism, noting similarities to previous episodes such as the dotcom bubble and Global Financial Crisis when strong foreign inflows were followed by notable S&P 500 downturns. Capital Economics cautions that a reversal in AI-related sentiment could expose the