6.19.25 - Foreign central banks are shrinking US asset exposure
Gold last traded at $3,370 an ounce. Silver at $36.40 an ounce.
EDITOR'S NOTE: If you have read this newsletter for some time now, you know central banks have been gobbling up gold in recent years. Now, some of these same banks are also actively backing away from US (read: dollar-denominated) assets; this is an anomaly considering there is typically a demand for treasury holdings when the dollar is faltering. This points to an "official sector diversification away from dollar holdings" for many central banks. Very bad news for the buck.
Foreign central banks are shrinking US asset exposure -Reuters
by Jamie McGeever
As debate rages around 'de-dollarization' and the world's appetite for dollar-denominated assets, one major cohort of overseas investors appears to be quietly backing away from U.S. securities: central banks.
That's the conclusion to be drawn from the New York Fed's latest 'custody' data, which shows a steady decline in the value of Treasuries and other U.S. securities held on behalf of foreign central banks.
There are many ways to gauge foreign demand for U.S. assets, and they often send conflicting signals. Moreover, the broadest and most accurate measures, like U.S. Treasury International Capital (TIC) or the International Monetary Fund's 'Cofer' FX reserves data, come with a long lag of two months or more.
The New York Fed custody holdings figures are weekly, which is as 'real time' as it gets in the world of central bank flows.
These figures last week showed that the value of U.S. Treasuries held at the New York Fed on behalf of foreign central banks fell to $2.88 trillion. That's the lowest since January, and the $17.1 billion decline was also the biggest fall since January.
It's not easy to get a firm handle on the exact composition of central banks' dollar-denominated assets, which are worth trillions and are spread across multiple sectors, jurisdictions and continents. This is why different cuts of central bank data can tell different stories. READ MORE
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6.18.25 - China Grants 53 Countries Tariff-Free BRICS Market Access
Gold last traded at $3,371 an ounce. Silver at $36.75 an ounce.
$3,000,000,000,000 Bank Says It’s Being Attacked ‘All the Time’ by Hackers, With Cybersecurity Now Lender’s Biggest Expense -The Daily Hodl
You may have heard the expression 'crime pays'. In this article you will see that crime actually costs. The cost, in this case, is what banks must spend to fend off cyber-criminals. Yet another example of the vulnerabilities ever present in our financial system.
by Conor Devitt
The British banking giant HSBC is being attacked “all the time” by cybercriminals, according to the firm’s chief executive.
The $3 trillion bank’s CEO Ian Stuart spoke to United Kingdom lawmakers last month about the threat, according to a new report in The Guardian.
“The amount of money [that] banks, all of us, will be spending on our systems is enormous today. And it has to be. We are being attacked all the time.”
Stuart reportedly said cybersecurity is now HSBC’s biggest expense, with the bank spending hundreds of millions of pounds to prevent hacks.
EY reports that banks are expecting to use 11% of their IT budgets on cybersecurity this year, according to the Guardian.
It’s not just a UK problem: A 2024 study from consumer insights and analytics firm J.D. Power indicated 29% of US bank customers and 22% of credit card users – at banks like Wells Fargo, Bank of America and Goldman Sachs – experienced fraudulent activity on their accounts in the past 12 months. READ MORE
China Grants 53 Countries Tariff-Free BRICS Market Access -Watcher.Guru
China is getting more and more accommodating to nations interested in tariff-free BRICS market access. These efforts have been providing greater strength for various currencies throughout the world, all the while continuing to chip away at the US dollar.
by Vinod Dsouza
BRICS member China is negotiating a new economic deal with 53 African countries that will eliminate all tariffs and give special market access. The latest development could significantly benefit all the least developed countries (LDCs) in Africa and boost their respective economies. “China is ready to welcome quality products from Africa to the Chinese market”, said the Foreign Ministry.
The duty-free market access to BRICS member China could make African countries rewrite policies that benefit the two nations. The Xi Jinping administration is leveraging the dissatisfaction with Trump’s policies and is pulling emerging economies into its fold. The new Pew Research Center report shows that 66% of countries have no confidence in Trump’s global policies. Only 24 countries show confidence in Trump and trust him to “do the right thing in world affairs.”
China knows that a handful of countries from Africa are part of the BRICS bloc including ‘partner countries’. South Africa, Ethiopia, Nigeria, Uganda, and to an extent Egypt are all a part of the same region. “It enables middle-income countries like Kenya, South Africa, Nigeria, Egypt, and Morocco to be able to now enter the Chinese market duty-free,” said Hannah Ryder, founder of Africa-focused consultancy Development Reimagined to Reuters. READ MORE
Goldman Sachs Says US Experiencing Disinflation if Not for Tariffs, Predicts Federal Reserve Cutting Rates Later This Year – Here’s When -The Daily Hodl
It's been a few weeks since the buzz surrounding inflation and interest rates, but rest assured the situation is still a hot topic in need of addressing. Goldman Sachs has come out with what they are expecting to see later this year; they may just be right.
Goldman Sachs vice chairman Robert Kaplan thinks the US economy would be in a deflationary situation right now if not for President Donald Trump’s wave of tariffs.
Kaplan, the former president of the Federal Reserve Bank of Dallas, tells CNBC in a new interview that recent inflation numbers suggest the possibility of rate cuts later this year.
We’re in a disinflating world, and I think if it weren’t for these prospective tariffs that will flow through and are flowing through, I think the Fed would be on their front foot to be looking to cut rates now.”
Inflation rose by 2.4% in May, according to the Bureau of Labor Statistics. That was slightly less than the 2.5% increase predicted by economists.
Kaplan notes that the Fed will watch to see where the tariffs are set in the next several weeks and how they flow through the economy.
“I think if I were at the Fed, it would encourage me that, after we get over the horizon, maybe the tariff impact could be more muted than I fear.” READ MORE
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6.17.25 - Time for Major Leg Up in Silver Prices
Gold last traded at $3,384 an ounce. Silver at $37.13 an ounce.
EDITOR'S NOTE: The price of silver is getting ready to take off; this according to a veteran cryptocurrency trader and analyst. It's not at all surprising to hear this from him, as it is a forecast echoed by many over the last several months. He believes a 20% jump up in price could be right around the corner.
Time for Major Leg Up in Silver Prices, According to Veteran Trader – Here’s His Price Targets
A widely followed cryptocurrency analyst and trader says silver is about to have a massive breakout.
The analyst pseudonymously known as Bluntz tells his 320,800 followers on the social media platform X that silver may start to outshine gold, which has been hitting new all-time highs.
“Silver gearing up for the next major leg up in my opinion, gold probs about to take a backseat for a bit as gold-to-silver ratio starting diverge heavily again on low timeframes.”
Bluntz practices Elliott Wave theory, which states that a bullish asset tends to go through a five-wave move up before an ABC correction. Based on the trader’s chart, he appears to suggest that silver is in the process of its third-wave surge. He predicts silver may reach the $40 level, then have a slight correction before soaring to around $43.
Bluntz also says other indications of a silver breakout include the possible formation of a bullish inverse head-and-shoulders (IHS) pattern against the S&P 500 (XAG/SPX) on the monthly chart.
Four months later and now silver is also on the cusp of the same massive breakout against equities. Four year IHS breakout brewing with volume increasing substantially in the breakout. Multiple extremely high timeframe bull divergence. Decade-long downtrend broken.” READ MORE
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6.16.25 - New Currency Steals the US Dollar's 'Crown'
Gold last traded at $3,388 an ounce. Silver at $36.32 an ounce.
EDITOR'S NOTE: Another currency is taking a bite out of the US dollar. This time it's a couple of "crowns". Scandinavian currencies have been on the rise, as the dollar continues its downward spiral; with no slowdown in sight.
New Currency Steals the US Dollar’s ‘Crown’ in 2025
by Vinod Dsouza
In the latest development, Scandinavian crown currencies have emerged as star performers, outperforming the US dollar by 16.74% in 2025. The Swedish crown is up 15%, delivering its best-ever performance against the USD in over 50 years. Norway’s crown is also up 13% against the greenback, its highest since 2008.
Not just the US dollar, the Swedish crown is up 4.5% against the euro and Norway’s crown surged 2% against the euro. Both the US dollar and the euro are losing their ‘crown’ to the Scandinavian currencies this year. Institutional funds are mostly moving abroad as clients perceive the US markets as volatile due to recent policy changes.
The crown (krona) is an English translation of the Scandinavian currencies used in Sweden, Norway, and Denmark. It is also used in the Faroe Islands, Greenland, Iceland, and the Czech Republic. Sweden is expected to cut interest rates this month and the move could bolster the crown further vs the US dollar.
The US dollar has slipped to its lowest in three years as the DXY index touched the 97 to 98 range. Leading local currencies are strengthening in the charts as the USD is slipping in the currency markets. The USD is no longer considered a safe haven as the interest has turned solidly into gold. READ MORE
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6.13.25 - Why Gold and S&P 500 Are Rallying in Tandem
Gold last traded at $3,429 an ounce. Silver at $36.23 an ounce.
EDITOR'S NOTE: While the parallel climb of gold and stocks is rare, it speaks to mindset of the average investor in 2025, "chasing growth while guarding against geopolitical tensions, inflation, fiscal imbalances, and dollar weakness." Read on to see what's next for both markets.
The Unusual Bull: Why Gold and the S&P 500 Are Rallying in Tandem -Investing Haven
Gold and the S&P 500 are rallying together. This reflects investor optimism tempered by macro uncertainty and central bank support.
Mid-2025 has witnessed a rare market phenomenon: gold, typically a defensive asset, and the S&P 500, a growth barometer, both pushing toward record highs. This unusual co-movement reflects a deeply balanced market where investor optimism is matched by underlying caution.
Equities have surged on the back of solid economic data and big-tech optimism. The S&P 500 is hovering around 6,020, less than 2.3% below its all-time high of 6,144.15, supported by strong jobs numbers and improved U.S.–China trade sentiment.
Concurrently, gold has soared nearly 27% year-to-date, trading just 2.1% shy of its April record. Investors are “eating salad and dessert at the same time” — chasing growth while guarding against geopolitical tensions, inflation, fiscal imbalances, and dollar weakness.
Institutional flows are reinforcing this dual rally. Central banks are on track to buy around 1,000 metric tons of gold this year—marking a fourth consecutive year of heavy accumulation, according to Reuters. Meanwhile, gold ETFs, despite holdings still trailing post-2020 levels, have seen renewed inflows, reinforcing a new price floor above $3,000/oz.
Technically, gold recently broke resistance in the $3,300–3,350 range, sitting well above its 200-day moving average, while the S&P’s RSI suggests elevated momentum. Historically, such elevated indicators often signal short-term consolidation risks—especially when growth and risk aversion coexist.
A base-case scenario sees both markets coexisting: equities could crest at 6,500, while gold holds between $3,100–$3,500. Upside surprises—like renewed fiscal stress or inflation—could push gold toward $3,700–$4,000, whereas a hawkish Fed could reverse the correlation, sending equities lower even as gold remains a safety anchor. READ MORE
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6.12.25 - Gold Gains on Middle East Tensions, Trump Tariffs
Gold last traded at $3,386 an ounce. Silver at $36.28 an ounce.
EDITOR'S NOTE: Gold continues to capture the attention of investors, as global tensions persist. These tensions are proving to be very beneficial to gold owners, especially given this uncertainty is expected to remain in the markets for some time to come.
Gold Gains as Traders Weigh Middle East Tensions, Trump Tariffs -Yahoo! Finance
by Yvonne Yue Li and Jack Ryan
(Bloomberg) -- Gold rose after another soft inflation report bolstered bets that the Federal Reserve may need to cut interest rates later this year.
US producer price inflation remained muted in May across the board, another sign that tariffs have yet to result in higher prices for consumers and businesses. Meanwhile, a jobs report showed recurring applications for US unemployment benefits rose to the highest since the end of 2021, adding to evidence that it is taking unemployed Americans longer to find a new job.
Treasury yields and the dollar pushed lower after the prints, lifting bullion by as much as 1.1% before paring some of the gains. Traders boosted their bets on rate cuts by the US central bank later this year. Gold typically benefits in a lower-rate environment.
Gold earlier was supported by haven demand following a CBS report that Israel was ready to launch an operation aimed at Iran, prompting the US to move some embassy staff out of Iraq and allowing military families to leave the region. READ MORE
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6.10.25 - Wells Fargo employee steals close to $1M
Gold last traded at $3,322 an ounce. Silver at $36.57 an ounce.
EDITOR'S NOTE: We have covered hundreds of banking stories over the years, and we are often amazed at the many ways banks lack oversight in the simplest terms. How was a bank employee, who was responsible for filling the ATMs, skimming cash off the top for almost two years without anyone noticing?
$947,000 Allegedly Stolen From Wells Fargo ATM Machines As Employee Scrambles To Cover Trading Losses: Report -The Daily Hodl
A former Wells Fargo employee in California is reportedly facing charges over allegations he stole $947,000 from the bank’s ATM machines during a span of nearly two years.
In a new report in the San Francisco Chronicle, Tamim Ghulam Haidar, the former Wells Fargo Union City branch operations associate manager, is accused of putting less money into the bank’s ATMs than he reported and pocketing the difference for his own use.
Haidar allegedly deposited the ill-gotten gains he is accused of “knowingly and intentionally” embezzling into his own bank accounts or those he controlled and used the funds to cover losses that “he incurred while trading in the foreign currency markets,” according to legal documents filed in the U.S. District Court Northern District of California.
Haidar allegedly committed the crimes from February 2021 to October 2022.
Prosecutors accuse Haidar of sometimes using other bank employees’ credentials to deposit cash in the ATM to “conceal the fact he was inputting false and inflated dollar amounts.” READ MORE
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6.9.25 - The Truth About Fort Knox
Gold last traded at $3,325 an ounce. Silver at $36.75 an ounce.
EDITOR'S NOTE: It looks like the presidential field trip to Fort Knox has been cancelled. But why? The biggest reason may be that most of the gold is potentially leased. How does that impact the reserves and the large investment banks with huge positions in gold? Read on to find out, but as Mr. Rickards concludes, "for the rest of us, the solution to this problem is simple – buy gold."
The Truth About Fort Knox and Gold Leasing -Daily Reckoning
by James Rickards
Whatever happened to the Donald Trump and Elon Musk visit to Fort Knox?
You’ll recall the buzz from earlier this year. Trump and Musk loudly announced they were going to visit the U.S. bullion depository at Fort Knox, Kentucky to make sure the U.S. gold was actually there. The press was invited to tag along. Musk claimed that his DOGE team was ready to “audit” the gold bars to see that there were none missing. I had my own views on the announcement (described below) but I certainly agreed this would be the mother of all photo ops.
For the record, the U.S. Treasury holds 8,133.5 metric tonnes of gold in the U.S. reserve position. Slightly less than half of this gold is stored in Fort Knox. The remainder is mostly stored in a secure vault at West Point, New York. The exact location of that vault is classified although I happen to know where it is. A small amount is held at the Denver Mint for coinage purposes. Legally the U.S. Treasury owns the gold reserve, but I point out that the U.S. Army actually controls it since almost all of the gold is stored on two Army bases – Fort Knox and West Point.
None of this nuance about storage and location deterred Trump and Musk. In the popular imagination, all of the gold is in Fort Knox. That’s where they were headed to prove once and for all that the gold was actually there. Elon Musk planned to livestream the entire visit using his Starlink satellite system. Trump vaguely threatened that if any gold were missing, there would be disastrous consequences for any wrongdoers who removed it. The plot was set. The drama seemed irresistible. READ MORE
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6.6.25 - Silver jumps to highest level in 13 years
Gold last traded at $3,319 an ounce. Silver at $36.00 an ounce.
EDITOR'S NOTE: As predicted, silver is making some major moves. With the asset now up over 20% year to date, will it follow the same trajectory as gold? Demand is high enough to see it shine just as brightly.
Silver jumps to highest level in 13 years, following gold’s 2025 rally -CNBC
by Jesse Pound
The price of silver moved sharply higher Thursday morning and hit its highest level in more than a decade.
Silver futures rose as high as $36.27 per troy ounce on Thursday, notching the highest price for the metal since early 2012. Silver futures were last up more than 3% on the day at $35.81 per troy ounce.
Silver has been a high-performing asset in 2025 and is now up more than 20% year to date. That is still lagging the move in gold, however, which has jumped about 28%. The price of gold was down slightly on Thursday, meaning silver’s rally closed some of the gap between the two.
Silver has industrial uses, including in solar panels, and is also seen by some investors as a defensive precious metal, similar to gold. A recent survey from the Silver Institute estimated that the supply of silver was about 15% lower than demand in 2024 and projected another deficit in 2025. READ MORE
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6.5.25 - Could Gold Hit $4,000?
Gold last traded at $3,354 an ounce. Silver at $35.67 an ounce.
EDITOR'S NOTE: As price predictions for gold keep rising, UBS is also warning its clients to limit their dollar exposure and has suggested a basket of other investments, including precious metals. Will the dollar weaken enough to see $4000/oz. gold?
Gold Could Hit $4,000 as U.S. Dollar Weakens, Experts Warn -Watcher Guru
by Vladimir Popescu
Gold price forecast models are pointing toward $4,000 per ounce as the U.S. dollar continues its decline, according to leading market strategists. This gold price prediction reflects mounting concerns over US dollar weakness, accelerating dedollarisation trends, and sustained central bank gold demand driving precious metal prices to historic levels.
The gold price forecast from State Street Global Advisors suggests unprecedented gains ahead, with bullion already reaching record $3,500 per ounce in late April. Current spot prices hover around $3,370 per ounce as investors pile into the precious metal amid trade uncertainty.
State Street Global Advisors gold strategy head Aakash Doshi had this to say:
“The early days of the Trump administration have corresponded with heightened US economic uncertainty, consumer anxiety, and a weaker US dollar, buttressing investor demand for gold as a tail risk and geoeconomic hedge.” READ MORE
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6.4.25 - Is De-Dollarization Winning?
Gold last traded at $3,374 an ounce. Silver at $34.53 an ounce.
Gold Soars When Sh*t Hits the Fan - Daily Reckoning
Forgive the title, but there's probably no better way of putting it. Historically, gold has performed best when things get bad. The unfortunate part is, there's probably a whole lot of it about to hit that fan.
by Adam Sharp
After a disturbing weekend where the world flirted with WW3, gold and silver flew higher on Monday.
Silver stood out, popping nearly 5%, with the largest silver miner ETF (SIL) rising more than 6%. Spot gold rose mildly, but gold miners jumped by about 5%.
This is the strange part of being a gold/silver bug. Bad news can be great for your portfolio.
It’s important to maintain the right state of mind. We do not root for bad events to happen, we prepare for them.
In this case, gold and silver are soaring due to a combination of factors: READ MORE
US Dollar Is Down 8.9% In A Year: Is De-Dollarization Winning?- Watcher.Guru
In a word, yes; at least in my opinion. And it doesn't appear I am alone in this sentiment.
by Juhi Mirza
The US dollar is suffering gravely at the moment, hitting its lowest in terms of its valuation and worth. The currency evolution has hit USD hard, with Trump’s fierce tariff policies adding more to the rising de-dollarization narratives. That being said, the US dollar is now losing its prestige gradually, shedding value, and at the same time, documenting a pivot of investors and countries dumping the US dollar for other alternatives. If this development continues, will the US dollar be able to survive it all and live to tell the tale?
Per a recent post by Koyfin Charts, the US dollar is currently down 8.9% in a year, which is a depressing development to document at the moment. The currency has lately been hit from all sides, battered by Trump’s tariffs that have partially revived the de-dollarization agenda. Trump’s tariff policies have lately been trying to revamp the US economy. While Trump’s sole intent has been dedicated towards bolstering the US economy via tariffs, these tariffs have taken another direction, sparking the ominous trade war fears in hindsight.
The American currency’s low price explorations have led several analysts to come up with their own predictions. A notable analyst, Otavio Costa, shared how the USD’s spiralling performance is poised to decay further in the future. READ MORE
Comparative Analysis: Gold vs. Silver Investment Opportunities in Mid-2025 -Investing Haven
This is an interesting read as it looks at the benefits of investing in gold compared to the benefits of investing in silver. Spoiler alert: there are strong and equal arguments to be made for both.
Gold prices have surged past $3,300 per ounce while silver remains undervalued with analysts predicting a rise to $50 per ounce by the end of 2025.
As we move into the second half of 2025, investors are closely watching the dynamics of gold and silver, two assets that have traditionally offered protection and growth during turbulent times.
Amid rising geopolitical tensions, potential central bank rate cuts, and growing industrial demand, both metals present compelling but distinct opportunities.
This analysis explores gold and silver’s investment prospects by examining technical trends, underlying fundamentals, and forward-looking predictions.
Gold prices have surged past $3,300 per ounce, bolstered by geopolitical tensions, trade disputes, and expectations of interest rate cuts by major central banks. READ MORE
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6.3.25 - Is the Silver Bull Market Coming?
Gold last traded at $3,353 an ounce. Silver at $34.57 an ounce.
EDITOR'S NOTE: All eyes are on silver for the next wave of explosive growth. Gold's counterpart has been quietly and steadily moving along, and now may very well be thrust into the investment limelight.
Is the Silver Bull Market Coming? Analysts Emphasize That $34 Is a Key Level! -SSM
Amid economic uncertainties and ongoing geopolitical turmoil, international prices of gold, silver, and crude oil surged during China's Dragon Boat Festival holiday. An analyst noted that gold prices still have significant room to rise, but now might be a more opportune time to focus on silver.
Michele Schneider, Chief Market Strategist at MarketGauge, stated that gold and silver prices have been consolidating, leading her to maintain a neutral stance on both. However, if silver prices firmly break above $34 per ounce, she will seek to buy, as reaching $40 is only a matter of time.
As of press time, the latest quote for London silver was $34.106 per ounce, down over 1.7% on the day but still up over 3.4% from Friday's close. Schneider emphasized the need for patience in the silver market, as there is still some resistance in the sector, but she hopes to see sustained buying following this breakout.
She stressed that when buyers are strong, it will signal the beginning of a more significant rally in silver.
Despite gold's strong performance this week, Schneider pointed out that the surge in the gold-silver ratio may indicate that silver is poised to shine. Currently, the gold-to-silver price ratio has fallen below the 50-day moving average, possibly signaling an anticipated rotation into silver. READ MORE
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6.2.25 - Fed Has No Way To Slow Down Debt Growth
Gold last traded at $3,381 an ounce. Silver at $34.75 an ounce.
EDITOR'S NOTE: 'Nothing stops this train' isn't a comforting sentiment regarding our national debt. With no tools left in its toolbox, it will be interesting to see how the Fed handles this mess. One thing is for certain, having a position in stable assets in no longer a luxury.
‘Nothing Stops This Train’ – Macro Guru Lyn Alden Warns Fed Has No Way To Slow Down Debt Growth in US Financial System -The Daily Hodl
by Henry Kanapi
Macro expert Lyn Alden is issuing a dire warning, saying that the Federal Reserve has effectively lost control of debt expansion in the United States.
Speaking at the Bitcoin 2025 Conference in Las Vegas, Alden explains how the Fed typically controls credit growth in the US financial system.
According to the macro guru, the Fed jacks up interest rates to slow down credit growth and inflation – a strategy which she notes has been effective for many decades.
But Alden warns that the US has reached a turning point where the national debt is now so massive that raising interest rates, meant to curb credit expansion, ultimately pushes the government to borrow more, causing public debt to balloon even faster than private debt can shrink.
“The problem is that many decades ago, when federal debt was low and most of the money creation was coming from the private sector, whenever they raised interest rates, they would slow credit growth. They would slow the private sector faster than they would blow out fiscal deficits.
The problem now is that the [US debt] is 100% of GDP, which only happened in recent years. When they raise interest rates, they ironically increase the deficit at a faster pace than they slow down private sector credit growth.
Basically, what that means is they don’t have brakes anymore. Nothing stops this train because there’s no brakes attached to it anymore.” READ MORE
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5.30.25 - Demand for US Dollar Drops in Global Copper Trade
Gold last traded at $3,292 an ounce. Silver at $33.00 an ounce.
EDITOR'S NOTE: The US dollar is not only suffering due to the de-dollarization efforts of BRICS, it is also being replaced out of preference for industry-specific items. The real problem is not simply anti-dollar sentiment, it is that the other options are also superior.
Demand for US Dollar Drops in Global Copper Trade -Watcher Guru
by Loredana Harsana
Right now, copper trading markets have fundamentally transformed as China and Russia spearheaded various major shifts away from traditional US dollar settlements. These nations have accelerated their adoption of yuan settlements across several key commodity transactions, revolutionizing how this critical industrial metal gets traded worldwide. Through numerous significant de-dollarization initiatives, copper yuan trade has emerged as a strategic battleground, and it’s reshaping multiple essential aspects of international commodity markets.
China-Russia trade has reached an unprecedented $244.8 billion in 2024, and here’s what makes this transformation remarkable. It seems that various major transactions totaling 95% are now being settled in yuan or rubles rather than dollars. Western sanctions following Russia’s invasion accelerated this shift, forcing both nations to architect alternative payment systems across several key commodity sectors including copper.
The currency transformation has leveraged multiple strategic advantages. Yuan settlements in Russia’s international trade jumped dramatically from less than 2% before 2022 to over 30% by early 2023, according to Central Bank data. Russia has now pioneered numerous significant yuan adoption initiatives and it turned into the largest user outside China and surpassing even Hong Kong in settlement volumes. READ MORE
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5.29.25 - Why is Gold Rising Despite High Treasury Yields?
Gold last traded at $3,287 an ounce. Silver at $32.97 an ounce.
EDITOR'S NOTE: Despite the chaos roiling financial markets, gold continues to shine brightly. When uncertainty abounds, the yellow metal's stability attracts everyone looking for a safe haven. Right now, the only harbor in this tempest is gold.
Why is Gold Rising Despite High Treasury Yields? -Investing Haven
Gold prices continue to climb even as Treasury yields rise, driven by fiscal concerns, central bank demand, and shifting monetary policy expectations.
Gold prices typically fall when Treasury yields rise. After all, rising yields increase the appeal of interest-bearing assets, making gold, which pays no yield, relatively less attractive. But in May 2025, gold has defied that logic.
Spot gold prices surged to $3,336.43 per ounce on May 21, up 0.7% in spot transactions, marking the highest level since May 9. U.S. gold futures also rose 0.7% to $3,337.60.
This marks four consecutive days of gains, part of a 4% rise this week and more than 25% since the beginning of the year.
A major driver behind this divergence is growing investor unease over U.S. fiscal policy. The Treasury’s recent $16 billion 20-year bond auction saw weak demand, triggering a broader sell-off in bonds and pushing the yield on 30-year Treasurys to 5.1%.
Yields on 20- and 30-year notes were last seen at 5.136% and 5.128%, respectively. The benchmark 10-year Treasury yield rose to 4.593%.
These surging borrowing costs, following Moody’s downgrade of the U.S. credit rating and ahead of the passage of a major tax-and-spending bill likely to add trillions to the national debt (now at $36.2 trillion), have prompted some investors to rethink Treasurys as a safe-haven asset.
In this environment, gold has gained favor as a hedge against fiscal instability and geopolitical tension. READ MORE
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5.28.25 - Police Warn Against New Bank Fraud Scheme
Gold last traded at $3,287 an ounce. Silver at $32.97 an ounce.
De-Dollarization: 9 Global Alliances Abandon US Dollar -Watcher Guru
The list of nations opting out of the US dollar continues to grow. These countries are looking for a more stable alternative and to bolster their own currency.
by Loredana Harsana
Global alliances pushing de-dollarization are accelerating their departure from American monetary hegemony, and at the time of writing, nine major economic blocs are actively reducing their reliance on the greenback. This unprecedented shift represents the most serious challenge to US financial dominance since World War II. Major partnerships pursuing BRICS de-dollarization initiatives, combined with currency blocs emerging across Asia, Africa, Europe, and Latin America, signal a fundamental restructuring using US dollar alternatives and local currency settlements.
Brazil, Russia, India, China, South Africa, Iran, Egypt, Ethiopia, and the UAE, now part of the broader BRICS+ group, have joined in taking action against the influence of the dollar. Here, Iran’s central bank governor, Mohammad Reza Farzin said:
“We (BRICS members Iran and Russia) have entered into a currency agreement with Russia and fully removed the US dollar. Now we only trade in rubles and rials.”
Almost half of all global transactions now take place in yuan, reflecting the choice to use US dollar substitutes. READ MORE
'Your Bank Account Is Under Attack' – Police Warn Against New Bank Fraud Scheme Targeting Seniors by Stealing Cards and Draining Accounts -The Daily Hodl
Bank fraud has become so prevalent that the police are now at the forefront of warning people to be cautious; but isn't that the banks' job?
A new bank fraud scam has been targeting senior citizens on Long Island.
At a press conference last week, Suffolk County Executive Ed Romaine warned that a ring of con artists has been calling seniors and impersonating their banks.
The fraudsters tell the seniors, “Your bank account is under attack,” and their credit and debit cards don’t work anymore. The con artists then offer to pick the cards up from the victims and deceptively convince them to disclose their PINs, Romaine explained.
“And guess what? Then they go to the ATM machine and steal their money. And this happened to a number of seniors.”
The Suffolk County Police Department encourages people not to answer unknown calls.
“Scammers can spoof a number to make it look like a legitimate company is calling. If they start asking for money or making demands, hang up and call the company directly. READ MORE
$65,000,000,000 Pension Fund Issues Warning to US Money Managers, Says Industry Abandoning 'Basic Principles of Stewardship': Report -The Daily Hodl
Pension funds are supposed to be safe, with steady growth and a stable future. Apparently those days may be behind us as pension fund managers have become a little more aggressive, and even reckless in some cases.
The $65 billion Dutch pension fund PME is reportedly warning US money managers not to abandon their “basic principles of stewardship” during the Trump era.
According to a new Bloomberg report, PME says US money managers are allegedly risking significant business by “caving into pressures” from President Donald Trump’s administration by abandoning basic principles of responsible investing.
Says Daan Spaargaren, PME’s senior strategist for responsible investing,
“[US money managers] aren’t condemning what Trump is doing and how he is operating and how he is handling issues like climate change and demolishing the judiciary. We are worried about that.”
The PME warns America’s investment industry that a Trump capitulation is prompting it to think twice about its US investments.
The PME is reconsidering its $5.7 billion mandate with BlackRock Inc., after the world’s largest asset manager withdrew from the Net Zero Asset Managers (NZAM) initiative. A decision from PME is expected within weeks. READ MORE
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5.27.25 - Gold Challenges US Dollar
Gold last traded at $3,304 an ounce. Silver at $33.27 an ounce.
EDITOR'S NOTE: Gold is quickly taking over as the cornerstone of assets throughout the global economy. As the dollar continues to be replaced as the world's reserve currency, many nations are replacing those positions with gold. As investors, we should all be doing the same.
Gold Challenges US Dollar: These 5 Countries Control Over Half of Global Reserves -Watcher Guru
by Loredana Harsana
Five nations control over half of the world’s official gold reserves in 2025, and this concentration is reshaping global finance right now. The United States leads with 8,133.5 metric tons, followed by Germany with 3,351.5 tons, Italy with 2,451.8 tons, France with 2,437.0 tons, and Russia with 2,335.9 tons.
In total, these nations together own roughly 18,706.2 metric tons out of the current estimated total reserves of 35,938.6. Central banks purchased more than 1,000 metric tons in 2024, and this excessive buying is spurring the trend away from the dollar.
The landscape today looks different because of the massive amount of assets that central banks worldwide have purchased. Poland purchased a record amount of 3.24% of the world’s gold in 2024 and this huge rise moved Poland up into the ranks of significant gold buyers.
Turkey managed to accumulate 74.79 metric tons last week, after facing strong selling pressure earlier due to currency crises. India added 72.62 metric tons this month and China maintained the regular accumulation it started in late 2022. READ MORE
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5.23.25 - 1.2b social media users' data stolen
Gold last traded at $3,357 an ounce. Silver at $33.50 an ounce.
EDITOR'S NOTE: It's unsettling when tech behemoths, who should be able to keep data secure, have a massive data breach. If this breach is verified, it would be the largest data-scraping incident to date. Only time will tell if this hacker got away with the goods; but in the meantime, officials are warning users to change their password, freeze their credit and place fraud alerts on their banking accounts.
1.2b social media users' data stolen in historic breach: Check your bank account NOW -Daily Mail
by Chris Malore
Over a billion Facebook users have had their private account information stolen in one of the largest data breaches in social media history.
A cybercriminal using the alias ByteBreaker claims to have scraped 1.2 billion Facebook records and is now selling the data on the dark web.
Scraping, or web scraping, involves using automated tools to collect large amounts of data from websites, similar to copying and pasting information at scale.
Cybersecurity researchers at Cybernews revealed that the stolen data includes names, user IDs, email addresses, phone numbers, birthdates, gender information, and location data such as city, state, and country.
Investigators say ByteBreaker exploited a flaw in a specific Facebook tool designed to let apps or programs access user data.
If verified, ByteBreaker’s trove would represent the largest single data-scraping incident from a social media platform to date.
Officials are urging all Facebook users to change their passwords, freeze their credit, and activate fraud alerts on their bank accounts.
They warn that the dataset scraped by ByteBreaker contains enough information for cybercriminals to open credit cards in victims’ names or access their financial accounts. READ MORE
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5.22.25 - 20 Reasons Why Nations Are Abandoning The US Dollar
Gold last traded at $3,293 an ounce. Silver at $33.10 an ounce.
EDITOR'S NOTE: This is a simple explanation as to why the US dollar is in desperate trouble. The amount of pressure it's under is not only enormous, but the list of where those pressures are coming from is quite enormous as well.
De-Dollarization: 20 Reasons Why Nations Are Abandoning The US Dollar -Watcher Guru
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| {Source: Watcher Guru} |
by Juhi Mirza
De-dollarization has now become a raging phenomenon, the one that vehemently pushes the US dollar to encounter new lows. The phenomenon is now being aggressively considered by a majority of global nations, who are trying their best to put their currency forward or introduce new payment mechanisms to counter dollar supremacy. It seems as if the currency dynamics are also evolving rapidly, with accommodation elements supporting the US dollar's demise. With Trump's rampant US tariff policies coupled with the dollar’s increased weaponization, here are the 20 leading reasons why nations are now pushing the dollar to a corner.
The leading reason that kick-started the de-dollarization phenomenon would always be the US dollar's dominance and its ability to sanction other nations. At the same time, nations are now desiring a change, wishing for reduced influence of the dollar on their economy.
The rising geopolitical chaos tied with the United States' swift policy changes is also leading countries to dump the USD. The constant weaponization of the dollar, alongside nations wanting to have more financial stability, are a few prominent reasons to support this air of change. READ MORE
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5.21.25 - 5 Countries Pay 93% of Trade in National Currencies
Gold last traded at $3,317 an ounce. Silver at $33.45 an ounce.
Congress To Seize Control Of AI: States Stripped Of Regulatory Power -ZeroHedge
AI has been stealing headlines for quite some time now, but today it's for a different reason. Congress has just passed legislation that takes all regulatory control away from states, and hands it over to the federal government.
Via JonFleetwood.substack.com
Buried deep in Congress’s 1,116-page “One Big Beautiful Bill Act” is a provision so sweeping, so dystopian, and so underreported that it’s hard to believe it was passed at all.
Section 43201 of the bill, blandly titled the “Artificial Intelligence and Information Technology Modernization Initiative,” doesn’t just fund the federal government’s full-scale AI expansion—it removes every state’s right to regulate artificial intelligence for the next decade.
Let that sink in: For the next ten years, no state in America—not even your state—will be allowed to create its own safeguards, protections, or liability standards for how AI is developed or deployed.
“No State or political subdivision thereof may enforce any law or regulation regulating artificial intelligence models… during the 10-year period beginning on the date of the enactment of this Act.”
- Sec. 43201(c)(1) of the bill
This is not a theoretical threat.
It’s a federal ban on local AI regulation—handing the reins to the very bureaucrats and corporate tech giants already embedding AI into military systems, healthcare, financial markets, education, and law enforcement.
This section of the bill is a preemptive strike against state sovereignty. READ MORE
BRICS: 5 Countries Pay 93% of Trade in National Currencies -Watcher Guru
De-dollarization is happening rapidly. Five BRICS nations now do 93% of their commerce in their own currencies. Not only are the number of nations transacting outside the dollar growing, but the number of nations jumping on board as well.
by Vinod Dsouza
BRICS member Russia is advancing the de-dollarization agenda with every alliance it is a part of, and convincing them to settle trade payments in national currencies. In the latest, Russia confirmed that 93% of cross-border payments within the Eurasian Economic Union (EAEU) alliance have been settled in national currencies, not the US dollar.
After BRICS, every other alliance is teaming up for trade settlements in national currencies. The development will add strain on the US dollar and dampen its prospects as the world’s reserve currency. Emerging economies are reshaping the global financial order on their terms and not following the dictation of Western powers.
The EAEU alliance comprises five countries: Russia, Armenia, Belarus, Kazakhstan, and Kyrgyzstan. In 2015, the bloc announced that it used 70% of payments in national currencies. Now, 10 years down the line in 2025, the trade settlements have increased to 93%. Russia has used the BRICS ideology on the EAEU alliance to push national currencies ahead of the US dollar. READ MORE
Bank of America Branch Closures Now Surge This Year -Frank Nez
Major banks are majorly shrinking, as it relates to branches throughout the country. Some of it has to do with technology replacing the need for locations, and part of it is banks struggling to stay profitable. It all speaks to the rapidly changing financial world we are living in today.
Bank of America branch closures now surge this year as the giant and others prepare for more shutters in the upcoming weeks alone.
Major banks like Bank of America, Chase, and Wells Fargo are at the forefront of a significant wave of branch closures, totaling 42 in just a few weeks — a trend that resembles a financial crisis for local communities.
The sector is facing substantial losses, resulting in diminished banking services for many areas.
According to the Daily Mail, U.S. banks have filed plans to shut down these branches, with notifications to the Office of the Comptroller of the Currency (OCC) occurring between April 1 and April 26.
A total of 14 banks are involved in these closures. READ MORE
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5.20.25 - US Dollar Dethroned
Gold last traded at $3,290 an ounce. Silver at $33.10 an ounce.
EDITOR'S NOTE: The dethroning of the US dollar has been an ongoing discussion for years, but it has now gone from discussion to "measurable reality". Will this be a temporary beating for the dollar? Or will the global shift away from US assets become the new normal?
US Dollar Dethroned: Only 60% Global Reserves Still Bet on Its Reign -Watcher Guru
by Loredana Harsana
The US dollar dethroned from its long-held position as the world’s undisputed reserve currency is now a measurable reality. Recent data shows that the dollar’s share of global reserves has declined to approximately 60%, down from about 67% two decades ago. This gradual but persistent shift signals a significant transformation in global finance as central banks are increasingly diversifying their holdings away from the greenback. The ongoing de-dollarization trend represents, at the time of writing, one of the most consequential changes in the international monetary system in decades.
The dollar’s position in global reserves has eroded steadily over the past 20 years. This shift reflects a deliberate diversification strategy by central banks worldwide as they seek to reduce dependency on any single currency and also to protect themselves from potential geopolitical risks.
Ever since the introduction of the euro in 1999, central banks have actively reduced their dollar reserves. The British pound and Canadian dollar have slightly increased their share of global reserves as well. Recent disputes and conflicts in world trade have moved the world toward rejecting US dollar dominance.
Economically stressed nations and countries that desire greater freedom with their money, have mused about discontinuing using the US dollar as their main currency for trade. At the moment, “de-dollarization” is a major topic of discussion in financial markets. READ MORE
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5.19.25 - Gold Gains Following Moody's US Downgrade
Gold last traded at $3,230 an ounce. Silver at $32.36 an ounce.
EDITOR'S NOTE: The US government was delivered quite a blow, as Moody's has downgraded their debt rating. This is no surprise to anyone, and the concern remains that one of these financial straws may ultimately break the camel's back.
Gold Gains as Dollar Slides Following Moody's US Downgrade -Yahoo! Finance
(Bloomberg) -- Gold rose as the dollar tumbled after Moody’s Ratings stripped the US of its last top credit rating due to ballooning debt and deficits.
Moody’s blamed successive administrations and Congress for swelling budget deficits that it said show little sign of abating. And there’s concern the situation could get worse, with Republican lawmakers discussing a tax and spending package from US President Donald Trump that critics say would add trillions more to the federal debt over the coming decade.
The precious metal has experienced swings in recent months. It suffered the biggest weekly loss since November last week on easing geopolitical tensions, after a blistering rally that saw it climb above $3,500 an ounce for the first time last month. Gold is still up by more than one-fifth this year, driven by global conflicts, Trump’s tariff spree and inflows to exchange-traded funds.
“We expect gold to be volatile in the short term as we see a mix of good and bad news headlines,” said Vasu Menon, managing director of investment strategy at Oversea-Chinese Banking Corp. In the long run, Trump’s policies and diversification away from dollar-denominated assets are “structural tailwinds for gold that could see it scaling new heights in the coming years,” he said. READ MORE
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5.16.25 - Why is the Fed quietly buying billions in bonds
Gold last traded at $3,201 an ounce. Silver at $32.28 an ounce.
EDITOR'S NOTE: The Fed appears to be up to some shenanigans, yet again. They are trying to sneak in some quantitative easing, and hoping no one notices; but the jig is up.
Opinion: Why is the Fed quietly buying billions in bonds — and hoping nobody notices?
by Charlie Garcia
The U.S. Federal Reserve just pulled off something stealthy — over four days last week, without fanfare, the Fed vacuumed up $43.6 billion in U.S. Treasurys. That’s $8.8 billion in long-dated 30-year bonds on May 8 alone, plus another $34.8 billion earlier in the week. Not exactly small change.
Quietly returning to the quantitative-easing trough isn’t standard Fed housekeeping — it’s like a bank robber returning to the scene because he forgot his car keys.
Let’s talk straight: This isn’t tightening. It’s stealth easing. It’s monetary policy on tiptoes. Some traders have begun to notice, and smart investors should too.
Commodity traders, in particular, have a nose for monetary sleight-of-hand. Gold, the ultimate financial cynic’s metal, has risen sharply since early 2024. Gold doesn’t believe in politicians, central bankers or economists — even the Ivy League types who wave their hands and promise stability. It believes numbers.
But this isn’t just a U.S. game. China has jumped into the gold pit too, and brings a bigger shovel. China’s central bank just cranked open the vault doors by dramatically raising gold-import quotas, letting local banks swap U.S. dollars directly for bullion.
That’s China quietly telling Uncle Sam that holding all those U.S. Treasurys is starting to feel less like prudent investing and more like playing roulette with the house on fire.
Think about it. Even if China converts into gold a modest 10% of the $784 billion Treasury stash it held as of February, it would send tremors through global markets. READ MORE
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5.15.25 - BRICS Erodes Trust in the US Dollar
Gold last traded at $3,230 an ounce. Silver at $32.56 an ounce.
EDITOR'S NOTE: BRICS is eroding the US dollar. That erosion is spreading beyond BRICS nations to non-participating nations; along with corporations who no longer want to settle transactions in dollars. I'm not sure how much more pressure the dollar can take before something gives.
BRICS Erodes Trust in the US Dollar -Watcher Guru
by Vinod Dsouza
The BRICS alliance is making developing countries trust local currencies more than the US dollar. The initiative of the White House to levy sanctions on Russia in 2022 obliged emerging economies to protect their GDP. The move prompted the bloc to give the de-dollarization a serious thought because the White House was in a position to bring down their economy. Trade power of the emerging economies are more in comparison with the west combined.
The US dollar, which was a rock-solid currency for global payments, is seeing its roots being shaken by BRICS. The alliance of the developing countries is now serious in pushing the local currencies forward and developing their native economy. They were in the greenback’s clutches for so many decades and are now trying to clip its wings. The local currencies can rise in the markets while the American dollar goes down within the next few years.
The US dollar’s supremacy stood on trust for several decades, and the belief in the currency is now eroding. As developing nations realized that the White House is weaponizing the US dollar for its benefit, things began to fall apart. The main goal of BRICS is now to topple the US dollar and push local currencies ahead for trade. READ MORE
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5.14.25 - Should Investors Worry About The Future Of Gold?
Gold last traded at $3,181 an ounce. Silver at $32.24 an ounce.
BRICS: JP Morgan Predicts 20% Decline in the US Dollar -Watcher Guru
A 20% decline in the US dollar won't be good, but given the pressure it's been recently, I am surprised the forecast isn't worse. When any market drops that much, there is a risk of a panic causing an even more severe decline.
by Vinod Dsouza
Leading investment bank JP Morgan is closely monitoring the de-dollarization initiative kick-started by BRICS to topple the US dollar. After Trump’s ascension to the White House, the DXY index has fallen to a new low of 98 this year. Local currencies are racing ahead in the forex markets while the greenback is reeling under macroeconomic pressures. An influx of forex traders taking entry positions in local currencies is increasing for the first time in decades.
Political instability and the relentless de-dollarization pursuit of BRICS can trim the US dollar’s market share, says JP Morgan. The leading global bank wrote in its latest research piece that the US dollar could decline by another 10% to 20%. The DXY index is hovering around the 101 mark on Tuesday and is attracting bearish sentiments.
A decline of 10% in the US dollar’s DXY index could make it plummet to the 90 range. If the 20% dip forecast turns accurate, then the US dollar could plunge to a low of 80, which is worrisome to the economy. BRICS is adding more pressure on the US dollar’s prospects that could make things worse for the currency, wrote JP Morgan.
“The dollar’s longstanding overvaluation is beginning to unwind, which could result in a 10%–20% decline against major peers such as the euro and Japanese yen over the medium-term. We don’t see this as a breakdown in the dollar, but it is a reset,” wrote JP Morgan on the US currency amid the BRICS onslaught. READ MORE
Should Investors Worry About The Future Of Gold? -Investing Haven
In our modern world, some question the wisdom of investing in an asset as ancient as gold; however its history as a solid investment over millennia counters their arguments. The factors that have contributed to its performance over time are now more prevalent than ever.
Gold has long been the go-to safe haven during economic turmoil—but with rising interest in Bitcoin, booming stock markets, and shifting global power dynamics, is gold losing its shine?
For more than a century, gold has stood the test of time as the best hedge against inflation, economic uncertainty, and currency collapse. Over the last 10 years, however, new and more lucrative assets like Bitcoin and stocks like Tesla have stolen its spotlight.
In light of these, investors are questioning gold’s appeal as an investment of the future. To understand whether Gold is still worth buying today, we need to look at its past and expected future price action.
Gold’s greatest feature has been its resilience. Over last century, the yellow metal has survived some of the most devastating news – from world wars to global recessions.
It also survived a period of extended economic boom when stock markets and interest rates soared to new heights. These include during the shift to Brenton woods system in 1970 and during the stock market boom in 2000.
The proven resilience has most analysts convinced that gold will continue surviving even the highest interest rates. READ MORE
US Dollar To Fall Significantly Against Chinese Yuan Amid Trade Negotiations, According to Goldman Sachs: Report -The Daily Hodl
It seems that the tariff war has settled down recently, and yet not enough to offer any strengthening of the US dollar; especially in comparison to what some believe is an undervalued Yuan.
Analysts at the financial giant Goldman Sachs reportedly think the onshore Chinese yuan (CNY) will rise against the dollar over the next 12 months.
One US dollar is currently worth 7.2 CNY (USD/CNY), but Goldman forecasts that number will fall to 7.0 yuan per dollar over the next year, Bloomberg reports.
A falling USD/CNY chart indicates that the yuan is appreciating against the dollar.
Explain the investment bank’s analysts, “The undervalued levels of the currency, both on a real trade-weighted basis but especially versus the dollar, all point to the possibility for a stronger onshore yuan as a potential offset to tariff reductions.”
The analysts had previously predicted the yuan would be at the 7.35 level over 12 months.
The CNY is up 1.24% against the USD in the past month and 0.31% in the past five days.
Analysts at BNP Paribas Asset Management echo Goldman and also predict the CNY will surge in value against the USD, according to Bloomberg.
Rick Cheung, a fixed income portfolio manager at BNP, tells the news outlet that the yuan will have additional upside if the dollar continues to depreciate. READ MORE
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5.13.25 - Robert Kiyosaki Says Silver Will Surge To $100
Gold last traded at $3,254 an ounce. Silver at $32.93 an ounce.
EDITOR'S NOTE: Gold and silver continue to shine, as institutions and investors alike seek financial refuge. Robert Kiyosaki believes silver may shine the most in the coming months. Read on to see why.
Robert Kiyosaki Says Silver Will Surge To $100 -Frank Nez
Renowned financial guru and author of Rich Dad Poor Dad, Robert Kiyosaki, has long been a vocal advocate for investing in tangible assets like gold, silver, and Bitcoin as hedges against inflation and economic instability.
In a recent YouTube Shorts video, Kiyosaki boldly predicted that silver, often overshadowed by its more glamorous counterpart gold, is poised for a dramatic price surge to $100 per ounce.
This forecast aligns with his broader narrative of an impending economic collapse driven by government debt, inflation, and the devaluation of fiat currencies.
As retail investors increasingly rally behind silver, they are also raising alarms about the alleged suppression of silver prices by major banks, a practice they claim stifles their ability to maximize profits in the commodities market.
Today we are going over Kiyosaki’s bullish outlook on silver, other optimistic price predictions, the growing awareness of price suppression, and the urgent need for investors to continue exposing this perceived injustice. READ MORE
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5.12.25 - JP Morgan Predicts $6000 Gold Price
Gold last traded at $3,234 an ounce. Silver at $32.60 an ounce.
EDITOR'S NOTE: JP Morgan is suggesting gold prices could reach $6,000 an ounce, if the current trend of dumping US assets continues. It's not all that farfetched given gold's performance over the last few years, coupled with our continued economic spiral.
JP Morgan Predicts $6000 Gold Price If This Key US Asset Shifts Unfolds -Watcher Guru
by Juhi Mirza
Analysts at JP Morgan have once again delivered a surprising price prediction for gold. The leading financial players have shared how gold has the power to hit $6000 in the long run, provided a key shift in the US assets takes place.
Analysts at JP Morgan, a leading financial giant in the space, have predicted new price thresholds for gold. Per the analysts, gold has the power to soar 80% in value, moving to the $6000 price level if 0.5% of US Assets held by foreign investors are allocated towards the precious yellow metal. In a detailed note issued, JP Morgan analysts predicted a hypothetical scenario, a threshold where gold could surge as high as $6000 if foreign investor diversification shifts meticulously towards the yellow asset.
“While hypothetical, this scenario illustrates why we remain structurally bullish on gold and think prices have further to run,” analysts wrote.
Gold has seen new meteoric price surges at a rapid pace as geopolitical turmoil continues to deepen. With the Russia-Ukraine war, followed by Trump’s aggressive trade orders, gold has been noting significant price changes, gaining traction within the global forces at a rapid speed. These violent trends of investor sentiment shifting away from US tariffs are what primarily are fueling the metal price rallies. READ MORE
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5.9.25 - The World Is Ditching The US Dollar For These 3 Currencies
Gold last traded at $3,326 an ounce. Silver at $32.73 an ounce.
EDITOR'S NOTE: Not only is the dollar fighting against the efforts of BRICS, it is also quickly being replaced with other currencies as concerns continue to mount over its future.
De-Dollarization: The World Is Ditching The US Dollar For These 3 Currencies -Watcher Guru
by Juhi Mirza
The currency dynamics are changing at a rapid pace, with calls to dump the US dollar gaining widespread momentum. In other words, the world is now filled with calls for de-dollarization, with nations questioning the US dollar’s legitimacy as a reserve currency asset that has been highly weaponized in recent times. The matters have now been worsened due to Trump’s aggressive tariff regimes, compelling the world to find viable alternatives to the dollar. This quest to find a competitive US dollar replacement is leading nations to ditch the USD and find refuge in emerging new currencies that are defining the current financial landscape of the world.
The US dollar has remained the world’s leading currency, a reserve asset, for decades. This crown is now being sabotaged by active calls for de-dollarization, spurred primarily as trade war tensions gnawing at the dollar, due to Trump’s aggressive tariff policies. Trump’s tariff ordeal has led other nations to adopt a cautious stance, wounding the dollar heavily in the process.
Financial giants like Deutsche Bank and Goldman Sachs have already predicted a declining USD performance for the future, adding how the US dollar is bound for further decay and value erosion.
“The market is rapidly de-dollarizing. It is remarkable that international dollar funding markets and cross-currency basis remain well-behaved. In a typical crisis environment. The market would be hoarding dollar liquidity to secure funding for its underlying US asset base. This dollar imbalance is what ultimately results in the triggering of the Fed swap lines. Dynamics here seem to be very different: the market has lost faith in US assets. So that instead of closing the asset-liability mismatch by hoarding dollar liquidity. It is actively selling down the US assets themselves.” Deutsche Bank shared. READ MORE
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5.8.25 - 'Avalanche' of Selling Could Hit US Dollar
Gold last traded at $3,306 an ounce. Silver at $32.46 an ounce.
EDITOR'S NOTE: How serious are these trade wars? In a word, very. It is being predicted that $2.5 trillion worth of US assets could soon be crashing back on our shores. This "avalanche" of US assets could very well bring the type of destruction associated with that word.
Analysts Say $2,500,000,000,000 ‘Avalanche’ of Selling Could Hit US Dollar, Warn Trade Wars Threatening Greenback’s Appeal: Report -The Daily Hodl
The US dollar could suffer a major sell-off by Asian investors and exporters triggered by trade tensions, according to a pair of macroeconomic and currency strategists.
Eurizon SLJ Capital’s analysts Stephen Jen and Joana Freireat say in a new investment note that Asian investors have accumulated a massive pile of USD that could be ditched en masse if trade wars intensify and the dollar weakens, reports Bloomberg.
According to the analysts, if the US-driven trade conflict grows, a significant number of Asian investors could bring substantial capital back home or seek to bolster their defenses against a declining USD.
That, they warn, could leave the dollar facing a $2.5 trillion “avalanche” of selling.
“We suspect these dollar hoardings by Asian exporters and institutional investors may be extremely large – possibly on the order of $2.5 trillion or so – and pose sharp downside risks to the dollar vis-à-vis these Asian currencies.”
Bloomberg says its dollar gauge has dropped about 8% from a February high. Meanwhile, Asian currencies have strengthened versus the greenback in the past month. READ MORE
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5.7.25 - Is the 'biggest market crash' in history happening?
Gold last traded at $3,369 an ounce. Silver at $32.42 an ounce.
Is Silver A Good Investment Right Now? -Investing Haven
If you didn't have enough reasons to be buying silver already, here are few more. Several analysts are expecting to see some explosive gains in silver in the very near future.
Silver is playing catch-up to gold in the precious metal bull market, with 6% year-to-date gains. But that’s not the only reason to buy Silver right now.
Over the last 16 months, Silver prices have been on a sustained uptrend. And it has culminated with a climb back above $30, after the precious metal reached the current peak of $34.4, for the first time in 13 years.
At the time of writing, Silver has already been up by 7% in the last four months and by as much as 19% in the past year.
The spirited gains have rekindled the debate of whether Silver can outshine gold and added to the reasons why precious metal investors should add the metal to their portfolio. READ MORE
Rich Dad Poor Dad author warns 'biggest market crash' in history is happening now -Yahoo! Finance
There has been no shortage of people predicting a stock market crash. According to Robert Kiyosaki, it's crashing right now. He believes this will be the biggest market crash in history. Could he be correct?
by Mehab Qureshi
Robert Kiyosaki, the outspoken author of Rich Dad Poor Dad — has issued yet another urgent warning: “The biggest market crash in history is now happening now.”
In a post shared on X, Kiyosaki didn’t hold back. “I hope I am wrong… but as I forecasted… the biggest market crashes in stocks, bonds, and real estate… are about to happen in the very very near future.”
The bestselling financial author first predicted a catastrophic collapse in his 2002 book Rich Dad’s Prophecy. Now, with volatility rising, he believes that warning is playing out in real time.
Kiyosaki’s solution? He’s been steadily investing in what he calls real assets: “This is why I have been investing in gold, silver, and Bitcoin.”
He predicts silver, currently trading at around $35, could “explode 2X in price” and hit $70 by 2026.
Kiyosaki said he expects the Federal Reserve and the U.S. Treasury to turn to their old playbook when the crash deepens — printing more money. And that, he says, could be disastrous for the average American. READ MORE
BRICS: Only 33% of Trade Settled in US Dollars -Watcher Guru
It's no secret that the US dollar is under attack, specifically from BRICS nations who have embarked on a de-dollarization campaign. How effective have their efforts been?
by Vinod Dsouza
Russia’s Foreign Minister Sergey Lavrov confirmed that BRICS members have settled 67% of trade in local currencies, and only 33% of deals were paid in US dollars. The significant difference highlights the seriousness of the de-dollarization agenda, and the motive to topple the greenback is succeeding.
Read here to know how many sectors in the US will be affected if BRICS ditches the dollar for trade. “National currencies already account for more than 65% within the framework of trade among BRICS members, said Lavrov. “The dollar’s share declined to one-third against such a background,” he revealed to Tass.
BRICS members have overall settled cross-border transactions close to 67% for goods and commerce, while the payments in the US dollar account for just 33%. De-dollarization is a serious concern, and the White House brushing it under the carpet will only do harm in the long run.
Developing countries are now more powerful than before, with a robust and growing GDP. They’re also equipped with manufacturing, leverage Brent Crude oil, and command a larger portion of the markets. In addition, their local currencies are also outperforming the US dollar, adding salt to the wound. The BRICS alliance is growing in power and could challenge the US dollar by the end of the next decade. READ MORE
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3.11.25 - 3 Reasons Why De-Dollarization Can’t Be Stopped
Gold last traded at $2,920 an ounce. Silver at $32.91 an ounce.
EDITOR'S NOTE: We've been covering BRICS quite extensively on our podcast for over 18 months now. If you haven't subscribed already, please do; as we cover breaking financial topics both domestically and abroad. You can do so by clicking on HERE https://www.swissamerica.com/podcast.php. This very topic has been a frequent discussion lately as BRICS continues their charge at all costs.
3 Reasons Why De-Dollarization Can’t Be Stopped: Should the US Be Worried? -Watcher.Guru
by Juhi Mirza
Donald Trump has vowed to end de-dollarization, a phenomenon that has repeatedly wounded the US dollar ever since the currency dynamics began to spread out. The US dollar is now surrounded by credible foes and enemies who want to establish their own supremacy by detailing the dollar’s prestige. Will the American currency be able to withstand the test of changing global dynamics? The scenario points towards a negative stance, indicating that the phenomenon of de-dollarization is indeed unstoppable.
The geopolitical narratives are now increasingly taking a new turn. With nations coming up with their dynamics, infrastructures, and orders, their need to rely on USD for further help seems to be dissipating with each passing day. At the same time, alliances like BRICS and ASEAN are now vying for an independent world order, one that does not want the US dollar to stay on top of the radar. Rising USD weaponization and the sanctions imposed by the US are two of the key reasons driving this change.
Another striking element that has recently picked up speed is the diversification of reserves that the nations have started to opt for as of late. Several nations have started to diversify their reserves into other assets, including gold, in an attempt to reduce their dependence on the US dollar. This has been done to protect independent economies from experiencing massive fluctuations that the dependence on USD usually brings in. This has also prompted nations to adopt a proactive stance, with nations mulling over moving away from the dollar for good. READ MORE
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5.6.25 - Buffett Chooses This Foreign Currency Over U.S. Dollar
Gold last traded at $3,380 an ounce. Silver at $33.03 an ounce.
EDITOR'S NOTE: Warren Buffett has recently said the US dollar is going to hell. So if he doesn't like the dollar, what does he like? If you have a "yen" to find out, keep reading.
Buffett Chooses This Foreign Currency Over U.S. Dollar to Fund 5 Major Investments -Watcher Guru
by Loredana Harsana
Warren Buffett has recently become the main focus of attention regarding currency substitution strategies versus U.S. dollar usage because the famous investor revealed his unique foreign currency investment method. Berkshire Hathaway’s 2025 shareholder meeting hosted a detailed discussion between Warren Buffett about how currency replacement of the U.S. dollar shapes his present investment choices during current economic transitions worldwide.
Berkshire Hathaway addresses U.S. dollar trend replacement by taking direct action through purposefully selected foreign currency positions. The investment strategy adopted by Buffett delivers important insights to investors who must contend with U.S. dollar depreciation until 2025.
Berkshire’s currency risk management now involves actively borrowing in Japanese yen to effectively hedge against currency fluctuations in its Japanese investments, which is something not many investors are doing.
Warren Buffett stated:
“The Japanese situation is different because we intend to stay so long with that position and the funding situation is so cheap that we’ve attempted to some degree to match purchases against yen-denominated funding.” READ MORE
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5.5.25 - Buffett Says the Dollar Is Going to Hell
Gold last traded at $3,331 an ounce. Silver at $32.51 an ounce.
EDITOR'S NOTE: The Oracle of Omaha is not holding back when it comes to the US dollar. Many share his sentiments, but he's been given the moniker of 'oracle' for a reason.
De-Dollarization: Warren Buffett Says the U.S. Dollar Is Going to Hell -Watcher Guru
by Vinod Dsouza
Ace investor Warren Buffett announced his retirement at the age of 94 during Berkshire Hathaway’s 60th annual shareholders summit on Saturday and joined the de-dollarization bandwagon issuing a stark warning by bluntly saying that the U.S. dollar is a currency that’s “going to hell”.
Warren Buffett’s statements coincide with the developing countries who are looking to sideline the U.S. dollar through the de-dollarization initiative. “We would not really invest in a currency that’s going to hell,” he said at the 60th annual shareholders summit.
The 94-year-old Warren Buffett hinted that Berkshire Hathaway would consider investing in foreign currencies and not the U.S. dollar for better prospects, mimicking the de-dollarization trend. “There could be things happening in the U.S. that make us want to own a lot of other currencies,” he said.
De-dollarization is quickly gaining steam and now Warren Buffett is questioning the U.S. dollar’s effectiveness in the global currency markets. Berkshire Hathaway might “do a lot of financing in their (foreign) currency,” he noted during the recent shareholder summit.
Trump’s tariffs have reignited the de-dollarization trend and Buffett explained that it damages the prospects of the U.S. dollar. “Trade should not be a weapon. There’s no question that trade can be an act of war. And I think it’s led to bad things. Just look at the attitudes it has stirred up in the United States,” he said. READ MORE
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5.2.25 - Is the dollar being pushed to collapse?
Gold last traded at $3,238 an ounce. Silver at $32.03 an ounce.
EDITOR'S NOTE: Is BRICS driving a new US dollar down cycle, or pushing it to collapse? If that's the question being asked rhetorically, my question is whether or not there's actually a difference? I think the end result is pretty similar.
BRICS Driving a New US Dollar Down Cycle or Pushing it to Collapse? -Watcher Guru
by Joshua Ramos
The United States’ global relations have been at the forefront of geopolitical affairs throughout this month. Amid an influx of America-first trade policies, several global collectives have warned over the protectionist approach. Now, the BRICS bloc is positioning itself, alongside US policy, to either drive a new dollar down cycle or push the currency closer to collapse.
At the start of his return to the White House, US President Donald Trump had assured the importance of the greenback’s global status. Indeed, he said that the dollar’s loss of status as a global reserve currency would be akin to “losing a war.” Now, his administration is being confronted with a weakening currency and an influx of global policies to help facilitate its struggle.
Just one week ago, Goldman Sachs gave a gloomy prediction for the future of the US dollar. Indeed, the bank aligned with the prevailing belief that the global reserve asset could be on its way toward a concerning position. Not only has it faced pressure from growing de-dollarization efforts, but it has now felt the ire of nations challenged by US tariff plans.
That has provided a key question for both the Western nation and its global south opposition. Is BRICS driving the US dollar to a notable down cycle or pushing it closer to collapse? The economic alliance has, for the last several years, remained at the forefront of alternative currency promotion and development. That could only fast-track this year. READ MORE
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5.1.25 - BlackRock: Gold Over US Dollar And Bonds
Gold last traded at $3,288 an ounce. Silver at $32.62 an ounce.
EDITOR'S NOTE: We have always been proponents of a long-term hold for any gold investment. Vivek Paul of BlackRock Investments is echoing our sentiments. As he puts it, gold is "a stable asset capable of safeguarding investments in a long-term perspective". Gold is one of very few, if not the only, stable and solid investments right now.
BlackRock Picks "This" New Asset Over US Dollar And Bonds -Watcher Guru
by Juhi Mirza
The US tariff mayhem continues to weaken global markets, as uncertainty spread by the trade war narratives continues to pose global volatility. This new development has compelled investors to explore new assets, new dominions that could help them safeguard their assets. In this wake, BlackRock’s Vivek Paul has come up with a new asset, which, in his opinion, is the new attractive element beating the traditional finance leaders like the US dollar and bonds when it comes to lucrative returns amid weak economic prosperity.
Per BlackRock’s Vivek Paul, the rising universe spurred by the US tariff regime and global market mayhem is pushing gold to hit a new price high. This asset is now attractive to investors like moths, emerging as a solid safe haven amid the stark market volatility.
Paul, the head of portfolio research at BlackRock Investments, later shared how the current environment is conducive to gold’s growth. He later added how the yellow metal is beating the likes of the US dollar and bonds, emerging as a stable asset capable of safeguarding investments in a long-term perspective.
“Part of the traction for gold in the near term is that other diversifiers like bonds and the dollar cannot play the safe-haven role. Dollar, since April, has not been able to play the safe-haven role,” Paul noted. READ MORE
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4.30.25 - 5 Oil Giants Now Settling in Yuan, Not USD
Gold last traded at $3,288 an ounce. Silver at $32.62 an ounce.
Will Gold Ever Hit $4,000 an Ounce? -Investing Haven
The answer to the question, will gold ever reach $4,000 an ounce, seems a bit more obvious now than it did five months ago. The better question might be, why is it going to go to $4,000 an ounce? Read on for the answer.
The prevailing macros have most analysts convinced that gold will eventually breach $4,000.We will tell you when it will likely get here.
Coming into 2025, our analysis indicated that gold had a high chance of hitting $3,000. We expected it to reach this historic price in May.
However, trade war escalations, a weakening US dollar, Trump-Powell tiff, and rate cut threats brought forward gold’s fortunes and helped it climb above $3k in mid-February.
At the time of writing, gold prices have shot to a new all-time high above $3,500 after a meteoric 33% in the first four months of the year.
We have been consistently bullish about gold prices and are of the informed opinion that the gold price will eventually breach the $4,000 mark.
Previously, our analysis showed that gold will likely reach this price level in 2027. However, if the prevailing macroeconomic conditions continue, the rally to $4,000 may come way sooner, most likely late 2026. READ MORE
De-Dollarization: 5 Oil Giants Now Settling in Yuan, Not USD -Watcher Guru
What started as a movement away from the dollar by a few nations is now making its way across the global economy. The most recent move is by nations who are settling their oil purchases in other currencies, rather than dollars; which runs contrary to the OPEC agreement.
by Vladimir Popescu
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| {Source: Watcher Guru} |
The Chinese refiner Sinopec stands as the biggest oil refinery in China and leads the way for yuan payment deals. Sinopec established the important milestone of Saudi Aramco in creating a $4 billion yuan-denominated joint venture during April 2025 while accelerating worldwide de-dollarization initiatives.
According to Reuters:
“Sinopec and its unit shall contribute 7.20 billion yuan and 14.40 billion yuan in cash, respectively. The remaining amount, representing 25% of the registered capital of the joint venture, will come from AAS (Aramco Asia Singapore Pte).” READ MORE
$10,000 Invested In Gold 10 Years Ago Is Now Worth? -Investing Haven
We've all been hearing that now is the time to buy gold. Gold has already experienced tremendous gains. How great were these gains? This article will show you, as well as provide some comparisons to other markets.
What would a $10k investment in the ultimate store of value ten years ago look like today? And what will it look like ten years from now?
On 21st April, gold made history when the price of one ounce of the precious metal set a new all-time high of $3,050. The record price came about one month after gold hit the news for reaching the coveted $3k mark.
Having stormed into 2025 trading at around, gold had one of the most successful first quarter in close to 40 years. And even though its price has slipped back to around $3,287, it still is up by more than 25% in the year to date and 42% in the last 12 months.
Over the last 5 years, the price of gold has appreciated by more than 95% and the period was marked by aggressive value gains.
This has played a key role in propping the 278% gains reported by metal over the last ten years. This implies that if you invested $10,000 in gold ten years ago, this investment would be worth $27,800 at the time of writing. READ MORE
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4.29.25 - Paulson sees gold near $5,000 by 2028
Gold last traded at $3,317 an ounce. Silver at $32.94 an ounce.
EDITOR'S NOTE: A common question those of us in the precious metals business have been asked recently is, "do you think gold is going to go higher?". It seems only natural to answer yes, if for no other reason than natural bias. However, that bias is being supported by several outsiders who seem to have clear perspective as to why the answer is a definite "yes".
Billionaire investor John Paulson sees gold near $5,000 by 2028 -Yahoo! Finance
By Ernest Scheyder
(Reuters) - Central bank gold buying and global trade tensions are likely to push bullion prices to near $5,000 an ounce by 2028, billionaire investor John Paulson said in an interview during which he reinforced his commitment to U.S. mining projects
The price forecast is one of the most bullish yet as banks and others move to increase their own estimates after gold hit a record high just above $3,500 last week. Deutsche Bank, for one, expects bullion to hit $3,700 an ounce by next year.
Already the largest shareholder in Idaho gold and antimony developer Perpetua Resources, Paulson last week bought a 40% stake in NovaGold's Donlin gold project in Alaska from Barrick.
Asked where he expects bullion prices to head, Paulson cited a recent estimate put to him for levels at the "high $4,000 range" within three years.
"It's a well-informed prediction. I think that's a reasonable number," Paulson said.
"As central banks and people look to put their money in a more stable source... I think gold will increase its position in the world," he added. READ MORE
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4.28.25 - Global Capital Not Flowing Into the US
Gold last traded at $3,347 an ounce. Silver at $33.16 an ounce.
EDITOR'S NOTE: This is a first, and not a good one. For the first time, global capital is not flowing into the US. Several nations have traded in their positions in US treasuries, and are replacing those positions with gold.
De-Dollarization 2025: For the First Time, Global Capital Not Flowing Into the US -Watcher.Guru
by Vinod Dsouza
De-dollarization in 2025 is rapidly advancing as the global flow of capital is not flowing into the US economy. China and several other developing countries are offloading US bonds and treasuries and replacing them with gold. While China, Russia, Brazil, South Africa, and India were the usual preparators, European nation Poland has also joined the league. Just recently, Poland purchased 16 tonnes of gold to diversify its assets in the central bank reserves. The accumulation beat China in terms of volume for April making it the biggest purchase of the month.
In addition, Reuters reported that global funds through equities, bonds, and US Treasuries are declining as trade wars loom. A portion of global capital from institutional funds and retail investors is now moving toward other countries, currencies, and bonds. This is for the first time that demand for US financial assets is declining as de-dollarization takes hold in 2025. Heightened tensions over trade wars and tariffs are causing a paradigm shift in how investors think and are moving away from owning US assets.
Unlike previous instances of turbulence in the US economy, this time around and for the first time, global funds are not fully flowing into American assets. “The recent soaring volatility in the US Treasury market marks a watershed event,” said Yang Changjiang, a finance professor at Fudan University. De-dollarization in 2025 is taking shape in different forms and the US needs to address the issue and clip its wings before it starts to completely take off. READ MORE
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