Скачать или смотреть Washington Struggles to Defend The Dollar As US Economic Empire BREAKS

On one side, policymakers want a weaker dollar to bring factories and supply chains back to American soil, making exports cheaper. On the other, they need a strong, trusted dollar to preserve global dominance, maintain sanctions power, and keep foreign demand for U.S. assets intact. These goals are now colliding.

The dollar is already under pressure. It is down about 1.3% this year after falling roughly 9% in 2025. Meanwhile, foreign investors face shrinking real returns. A 10-year Treasury yielding 4% looks safe only if inflation stays near the official 2.5%. If real inflation runs higher and the dollar drops another 4%, foreign holders can see nominal gains erased. Bank of America reports that professional money managers have cut dollar exposure to a 10-year low.

Capital flows confirm the shift. In the first 40 days of the year, U.S. equities attracted just $25 billion, while more than $100 billion moved into international markets. Global investors are repositioning ahead of a structural economic split between a U.S.–EU bloc and BRICS-led systems with alternative supply chains, currencies, and energy routes. Rebuilding Western production capacity could cost hundreds of billions, potentially trillions, over the next decade. With Europe fiscally constrained, the U.S. becomes the primary financier.

The fiscal math is severe. By 2026, annual U.S. deficits are projected near $1.9 trillion, rising toward $3.1 trillion by 2036. More than 2/3 of future deficit spending will go toward interest payments. By 2050, interest costs alone could reach $5 trillion annually, with $10 trillion possible in an exponential scenario. This dynamic pushes toward a new Fed–Treasury coordination model in which rate cuts and large-scale T-bill issuance effectively monetize debt.

Asset performance highlights the imbalance. Over the past 12 months, the S&P 500 rose just over 11%, but the dollar fell around 10%, wiping out most real gains for foreign investors. Global stocks gained nearly 30%, and Asian markets jumped close to 40%. Valuations are stretched: the S&P 500 trades near 23× earnings versus a historical average of 17×, nearly 2 standard deviations above normal.

Central banks are adjusting. In 2025, they were net sellers of Treasuries even as the dollar weakened. At the same time, gold demand surged. India imported over $12 billion in gold and $2 billion in silver in January alone, with similar trends in China. The shift from Treasuries to metal signals declining confidence in the dollar system.

The core risk is clear: sustaining empire-level spending through debt expansion may ultimately undermine the currency that makes that empire possible.


In this video:

00:00 – US Economic Empire COLLAPSING
00:34 – Trump’s Dollar Dilemma
02:54 – Global Split: US–Europe vs BRICS
05:34 – Deficit Time Bomb And The New Fed–Treasury Playbook
08:13 – Asset Allocation Shock: Overpriced US Market
10:30 – From Treasuries To Gold: Dollar Collateral Damage



#China #Dollar #Trump
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