Rest of the World; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Liability (IMA), Level
ROWEISQ027S • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
23,119,027.00
Year-over-Year Change
12.06%
Date Range
10/1/1945 - 1/1/2025
Summary
This economic trend measures the level of equity and investment fund shares, excluding mutual and money market fund shares, held as liabilities by the rest of the world. It provides insights into global portfolio investment and capital flows.
Analysis & Context
This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.
Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.
About This Dataset
The Rest of the World; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Liability (IMA), Level trend represents the total value of these financial assets held by entities outside the United States. It is a key indicator of international investment patterns and can inform analyses of global capital markets and macroeconomic policies.
Methodology
The data is collected and calculated by the U.S. Federal Reserve based on national financial accounts.
Historical Context
This trend is used by economists, policymakers, and market analysts to monitor cross-border portfolio investment and assess the relative attractiveness of U.S. assets to foreign investors.
Key Facts
- This trend reached a record high of $27.3 trillion in Q4 2021.
- The U.S. accounts for over 60% of these foreign-held equity and investment fund shares.
- Foreign holdings of U.S. equity and investment fund shares have more than doubled since the early 2000s.
FAQs
Q: What does this economic trend measure?
A: This trend measures the total level of equity and investment fund shares, excluding mutual and money market funds, held as liabilities by entities outside the United States.
Q: Why is this trend relevant for users or analysts?
A: This trend provides insights into global portfolio investment patterns and capital flows, which are important for understanding international financial markets and evaluating macroeconomic policies.
Q: How is this data collected or calculated?
A: The data is collected and calculated by the U.S. Federal Reserve based on national financial accounts.
Q: How is this trend used in economic policy?
A: Economists and policymakers use this trend to monitor cross-border portfolio investment and assess the relative attractiveness of U.S. assets to foreign investors, which can inform decisions on monetary, fiscal, and trade policies.
Q: Are there update delays or limitations?
A: The data is published quarterly with a lag of several months, and may be subject to revisions as more complete information becomes available.
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Citation
U.S. Federal Reserve, Rest of the World; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Liability (IMA), Level (ROWEISQ027S), retrieved from FRED.