Real Vision: Finance & Investing
The Big Dollar Reset Amidst Tariff U-Turns | Macro Monday ft. Andreas Steno & Mikkel Rosenvold
Apr 14, 2025
Dive into the fascinating world of global markets as experts analyze recent shifts in the U.S. dollar and looming economic uncertainties. Discover how U.S.-China tariffs are impacting technology imports and igniting fears of instability. The weakened dollar's influence on international markets and the potential rise of the yuan as a reserve currency are critically examined. Explore investment opportunities in regions like South Korea and Poland, amidst geopolitical tensions, and learn strategic moves in the face of trade wars and currency debasement.
35:46
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Quick takeaways
- The recent decline in the U.S. dollar and Treasury bonds suggests local institutions may shape U.S. policy via market influence.
- Uncertainty in tariff policies is hindering economic growth as companies struggle with inconsistent regulations affecting investment decisions.
Deep dives
Dollar Debasement and Market Dynamics
The recent trading patterns of the dollar indicate a notable disconnection between bond markets and foreign exchange rates, which is unusual for a reserve currency. There has been aggressive selling of U.S. Treasury bonds and the dollar, suggesting that local institutions may be influencing U.S. policy through market actions. This trend reflects a possible 'Trump put' where market behavior is forcing a reassessment of current policies, particularly in light of tariffs and trade negotiations. Such dynamics are concerning as they could impact U.S. credibility and influence in global markets.
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