- We are seeing structural de-dollarization by the world's central banks.
- Geopolitical tensions are globally running at arguably their highest level in decades.
These dynamics feel structural, not cyclical.
- We are seeing structural de-dollarization by the world's central banks.
- Geopolitical tensions are globally running at arguably their highest level in decades.
These dynamics feel structural, not cyclical.
Cross-asset read-through: weaker USD is being positioned as supportive for crypto and precious metals (gold/silver strength noted), while de-dollarization rhetoric (USD FX-reserve share
Cross-asset read-through: weaker USD is being positioned as supportive for crypto and precious metals (gold/silver strength noted), while de-dollarization rhetoric (USD FX-reserve share
#DeDollarization #Gold #Macro
#DeDollarization #Gold #Macro
I'm almost definitely huffing copium here - but my de-dollarization fantasy is that Carney and other economics experts from around the world are working behind the scenes to replace the USD ASAP.
I'm almost definitely huffing copium here - but my de-dollarization fantasy is that Carney and other economics experts from around the world are working behind the scenes to replace the USD ASAP.
In its fresh fight against the dollarization of the economy, the Ilorin Regional Directorate of the Economic and Financial Crimes Commission (EFCC) has indicted a 46-year-old Bureau de Change (BDC) operator, Muhammad Inuwa,…
In its fresh fight against the dollarization of the economy, the Ilorin Regional Directorate of the Economic and Financial Crimes Commission (EFCC) has indicted a 46-year-old Bureau de Change (BDC) operator, Muhammad Inuwa,…
The USD share in global institutional reserves — including central banks — has fallen to its lowest level this century. At the same time, gold’s share is surging. The shift in reserve strategy is hard to ignore.
#DeDollarization #Gold #Macro
The USD share in global institutional reserves — including central banks — has fallen to its lowest level this century. At the same time, gold’s share is surging. The shift in reserve strategy is hard to ignore.
#DeDollarization #Gold #Macro
Trump has gone out of his way to insult & threaten so many governments, I could see some nations pricing things outside the 🇺🇸 dollar. It’s just a matter of time.
youtube.com/shorts/BtBvT...
Trump has gone out of his way to insult & threaten so many governments, I could see some nations pricing things outside the 🇺🇸 dollar. It’s just a matter of time.
youtube.com/shorts/BtBvT...
De-dollarization narrative persists alongside liquidity headlines: **Fed bought $15.22bn in T-bills**, **China injected ¥1.18tn**, and **US
De-dollarization narrative persists alongside liquidity headlines: **Fed bought $15.22bn in T-bills**, **China injected ¥1.18tn**, and **US
➖ the dollar’s #transactionaldominance is still evident ( #FXvolumes & trade invoicing)
➖ #de-dollarization in CBFX reserves, where the share of #USD ⬇️
➖share of #foreignownership in #USTreasury market ⬇️
➖ #De-dollarization in #commoditymarkets
➖ the dollar’s #transactionaldominance is still evident ( #FXvolumes & trade invoicing)
➖ #de-dollarization in CBFX reserves, where the share of #USD ⬇️
➖share of #foreignownership in #USTreasury market ⬇️
➖ #De-dollarization in #commoditymarkets
Economic historian Nick Mulder on the two dimensions of de-dollarization: speed and width.
weltinnenpolitik.substack.com/p/two-dimens...
Economic historian Nick Mulder on the two dimensions of de-dollarization: speed and width.
weltinnenpolitik.substack.com/p/two-dimens...
And it's long overdue, but our "leaders" like the political theater too much
The USD is dead and everyone's economy still centering it will get fucked
And if Quebec DOES separate, our money will be worth even less lmfao 🙃🙃🙃
And it's long overdue, but our "leaders" like the political theater too much
The USD is dead and everyone's economy still centering it will get fucked
And if Quebec DOES separate, our money will be worth even less lmfao 🙃🙃🙃
three, many banks have been playing games with silver shorting it…
three, many banks have been playing games with silver shorting it…
If the world started doing deals in other currencies, this would hurt the USA quite a bit!
If the world started doing deals in other currencies, this would hurt the USA quite a bit!
For 50+ years, the dollar survived wars, deficits, BRICS & de-dollarization talk.
But if “America First” turns BTC into a state-backed asset, he’s not defending the dollar—
He’s building the exit ramp.
For 50+ years, the dollar survived wars, deficits, BRICS & de-dollarization talk.
But if “America First” turns BTC into a state-backed asset, he’s not defending the dollar—
He’s building the exit ramp.
https://www.cato.org/blog/dollarization-turns-26-ecuador
https://www.cato.org/blog/dollarization-turns-26-ecuador