Sean Foo: U.S. Allies Dumping Bonds - Is the Dollar Next?
Summary
Sean Fu analyzes the US bond market crisis, arguing that $40 trillion in debt, AI spending, and the Iran war are destabilizing the dollar. He details how allies like Japan, Norway, and Canada are diversifying away from US Treasuries due to weaponized sanctions and inflation. Fu predicts a gradual dollar decline as the US struggles to service debt, while China leverages its export dominance and gold reserves to challenge US economic hegemony.
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