The US recorded a net Treasury International Capital (TIC) inflow of $199.8 billion in August 2026, reflecting foreign acquisitions of long-term and short-term US securities, as well as banking flows. Net foreign private inflows totaled $178.5 billion, while net foreign official inflows reached $21.3 billion. Foreign residents made $300.7 billion in net purchases of long-term US securities, including $257.8 billion by private investors and $42.9 billion by official institutions. In contrast, foreign residents reduced their holdings of US Treasury bills by $47.8 billion. Holdings of other dollar-denominated short-term US securities and custody liabilities declined by a combined $37.8 billion. Meanwhile, banks’ net dollar-denominated liabilities to foreign residents fell by $41.6 billion.

US Records Net TIC Inflow in August

The Ibovespa rose 0.5% to close at 205,430 on Friday, supported by fresh economic activity data and a slowdown in the oil rally. The BCB’s Economic Activity Index rose 0.3% month-over-month in August, in line with market expectations and rebounding from a 0.2% decline in July. Growth was supported by sectors geared toward the domestic economy, particularly those linked to household income, which benefited from slower price increases for essential goods such as food. Utilities closed mostly higher, with Axia gaining 0.6% and Sabesp adding 1%. Retailers and non-durable goods producers also advanced, with Ambev up 0.9% and Assaí rising 4.2%. Meanwhile, Petrobras climbed 4% as oil prices remained elevated amid mounting supply risks linked to escalating tensions in the Middle East and between Russia and Ukraine. On the week, the Ibovespa shed 0.5%.

Ibovespa Advances on IBC-Br Rebound

The S&P/TSX Composite Index edged 0.1% higher to close at 36,177 on Friday, trimming earlier gains amid a deepening selloff in the North American tech sector. Shopify tumbled 5.1% as the selloff in Wall Street chipmakers extended into an eighth consecutive session, marking the sector’s longest losing streak since the 2008 financial crisis. Shopify’s partnership with Meta has further increased its exposure to the AI trade. Celestica fell 3.9%, while Constellation Software dropped 3%. In contrast, energy producers lifted the index as oil prices rallied amid mounting supply risks. Canadian Natural Resources rose 3.2%, Suncor and Cenovus each gained 2.7%, and Imperial Oil added 2.9%. Energy infrastructure stocks also helped offset losses, with Enbridge advancing 2.3%. Banking stocks were subdued following hawkish remarks from the Bank of Canada governor. Miners closed mixed as gold and silver prices declined.

TSX Edges Higher as Energy Gains Offset Tech Selloff

The US government recorded a $27 billion budget deficit in September 2026, reversing a $198 billion surplus a year earlier but coming in narrower than forecasts of a $29 billion shortfall. Government outlays rose to $585 billion from $346 billion, with Social Security ($141 billion), health ($100 billion), Medicare ($93 billion), and national defense ($89 billion) accounting for the largest expenditures. Meanwhile, government receipts increased to $558 billion from $544 billion. Individual income taxes ($298 billion), social insurance and retirement contributions ($149 billion), and corporate income taxes ($87 billion) were the largest sources of revenue. The cumulative deficit for fiscal year 2026 reached $1.992 trillion.

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US Records Net TIC Inflow in August

Ibovespa Advances on IBC-Br Rebound

TSX Edges Higher as Energy Gains Offset Tech Selloff

US Budget Swings to Deficit in September