“The market is re-assessing the structural attractiveness of the dollar as the world’s global reserve currency and is undergoing a process of rapid de-dollarization,” Deutsche Bank strategist George Saravelos said in a note to clients Friday. www.cnbc.com/2025/04/12/i... - ThreadSky

mccraephilosophies.bsky.social • 2 days ago

“The market is re-assessing the structural attractiveness of the dollar as the world’s global reserve currency and is undergoing a process of rapid de-dollarization,” Deutsche Bank strategist George Saravelos said in a note to clients Friday.
https://www.cnbc.com/2025/04/12/investors-are-growing-concerned-about-a-us-asset-exodus-as-treasuries-and-the-dollar-decline.html

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mccraephilosophies.bsky.social•2 days ago

2/ ... “And all this talk about leverage unwinds and bank selling and whether or not the Chinese are selling and all that other stuff, that’s just an accelerant on the bigger move here.”

mccraephilosophies.bsky.social•2 days ago

“It’s about what’s coming next, and that’s tariff driven inflation. And that has changed the dynamic within the bond market,” Jim Bianco, president of Bianco Research, said Friday on “Money Movers.” ... /2

mccraephilosophies.bsky.social•2 days ago

The rising Treasury yields also cloud the outlook for U.S. government spending, and by extension economic growth. Higher yields means the U.S. government will owe more interest on any debt it rolls over or issues for new spending, exacerbating worries about the federal deficit.

bverbs.bsky.social•2 days ago

This is why all these other countries loaded up on bonds then started to dump them when Trump got out of control. They reminded him who controls big chunks of U.S. debt. He was this close to turning the Trumpcession into a depression. The world won’t play his stupid games.

mccraephilosophies.bsky.social•2 days ago

Exactly.

And an additional threat comes now from China. They might use this as the opportunity they have been preparing for, to completely unseat the US from it's financial hub position. Never to give it back.

Thus furthering the US's decline. Actually making it irretrievably so.

mccraephilosophies.bsky.social•2 days ago

The size and scope of the moves suggest that something deeper may be changing, and that there are investors who are now actively turning away from the U.S.

mccraephilosophies.bsky.social•2 days ago

The April sell-off for financial markets has been wider and more volatile than typical pullbacks, fueling concern that the aggressive and constantly changing trade policy from Washington, D.C. could be doing long-term damage to the financial standing of the U.S.

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