The real cause of the US-China trade war is the dollar. Namely, the dollar/renminbi exchange rate. This may seem paradoxical as tariffs have skyrocketed to levels unthinkable in the recent past and the free trade agreement on both sides of the US-China trade war. What needs to be considered is a high-stakes macroeconomic agreement between …
Tag: dollar
Will Trump’s trade war boost dedollarization? – Gold rally
The dollar has long enjoyed its status as the world’s top reserve currency, although President Donald Trump’s recent trade policies have sparked debate about its future dominance. At the same time, gold’s rally is shaping the emerging monetary order that will emerge after the great instability. The strength of the dollar and its associated role …
Trump kills the “hard” dollar with tariffs & regains US economic dominance
The roots of the US economic hardship are found in the dollar, the head of the “wise men” of Donald Trump’s government, Stephen Miran, found in a study he wrote in November 2024 (“A User’s Guide to Restructuring the Global Trading System“) and which is the guide to Trump’s economic policy regarding international trade/tariffs and …
USA: Buy Bitcoin and create a reserve with profits from the appreciation of the value of gold
The inclusion of the leading cryptocurrency is a priority for the Trump administration as, through the creation of a reserve in the leading cryptocurrency, it wants to mitigate the strength of the dollar that is causing problems in the US trade balance, without at the same time losing its global reserve status. At the same …
Debt restructuring using tariffs is a risk for the dollar
The successful Plaza Accord of the 1985s is now apparently serving as inspiration for the administration of US President Donald Trump, as it seeks ways to weaken the dollar with the ultimate goal of improving America’s trade balance. While at the same time not wanting to weaken the dollar’s power as a reserve currency. Donald …
Trump rescues the Dollar with the help of… Putin
The three-year proxy war between NATO and Russia in Ukraine has contributed to the perception that the international community has been divided into two camps: the West and the Global Majority, with the outcome of this conflict determining which of the two sides will shape the global transition. This narrative has led many observers to …
Rescheduling the maturities of US debt securities and Linking the dollar to gold
After the geopolitical earthquakes caused by the US’s reorientation of its stance on Ukraine and its rapprochement with Russia, a new earthquake is being planned, this time in the economy. In a move that could reshape the global financial landscape with unpredictable consequences, President Donald Trump is reportedly planning a major restructuring of international debt …
War Games with Currencies and Tariffs
We are already living in a new monetary order whose characteristics have yet to be clarified. Jim Rickards’s 2011 best-selling book, Currency Wars, was prescient in its conclusions. He painted a bleak picture of the modern monetary system and the enormous risks posed by the financialization of the economy, warning bluntly that “a new crisis …
Cryptocurrencies, the dollar, the tariff war and the huge US debt
The adoption of cryptos continues in the US, gradually changing the country’s monetary regime in a revolutionary way. A growing number of US states are planning to create strategic Bitcoin reserves or allow investments in crypto assets, causing a change in fiscal policy at the state level. Of the 50 US states, 16 are in …
Trump will crush the dollar to revive the US economy
The new US administration will sail into uncharted waters to address the ongoing economic decline, as President-elect Donald Trump has repeatedly pointed out – the transformation of monetary policy that followed the end of the gold standard is the core of his announced Make America Great Again strategy. The US’s “excessive monetary privilege” has enabled …