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The Big Dollar Reset Amidst Tariff U-Turns | Macro Monday ft. Andreas Steno & Mikkel Rosenvold

Real Vision: Finance & Investing

CHAPTER

The Weakening Dollar and Global Dynamics

This chapter examines the recent sell-off of T-bills and the role of Japan and China in influencing the US dollar's strength amidst rising global inflation. It highlights the implications of a weaker dollar on international markets, and how this may encourage risk asset growth while addressing concerns about central bank policies. Additionally, the discussion critiques the potential for the yuan to replace the dollar as the primary reserve currency, emphasizing the interconnected economic interests of the US and China.

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