It Started: China Just Dumped The US Dollar (Ray Dalio’s Final Warning)
Published: 2025-04-15
Status:
Available
|
Analyzed
Published: 2025-04-15
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 3
Prediction
Topic
Status
The US dollar's reserve status is increasingly at risk, though the impact is not yet substantial.
"Vinnie went on record to say that the US dollar reserve status was in jeopardy, which has started to play out, but not yet to the degree that would make a material difference."
Correct
The market is re-evaluating the US dollar's position as the global reserve currency, leading to a rapid de-dollarization process.
"The market is reassessing the structural attractiveness of the dollar as the world's global reserve currency and is undergoing a process of rapid dolization."
Incorrect
Bitcoin is seen as a potential successor to the US dollar's dominance if the dollar loses its global standing.
"And if the US dollar does lose dominance, the Bitcoin ETF should hopefully take its place."
Incorrect
The current global situation is compared to the 1930s, indicating a potential breakdown of the monetary order.
"Such times are very much like the 1930s. We have a breaking down of the monetary order."
Correct
The US dollar's status as the global reserve currency is under threat due to market share erosion and tariffs.
"the United States is now said to be under threat of losing its reserve currency status as other options are starting to take away market share, especially with the implementation of tariffs."
Incorrect
Reserve currencies historically change every hundred years through a transition period lasting 10 to 20 years.
"And about every hundred years they change through a transition that lasts anywhere from 10 to 20 years."
Pending
Excessive spending and borrowing can weaken an economy, leading to unprofitability, increased debt, and potential borrowing from less wealthy nations.
"at some point it becomes unprofitable to sustain and the country grows deeper into debt, potentially then resorting to borrowing from poorer countries who are able to save more."
Correct
When unable to sustain debts, countries will likely print more money, leading to currency devaluation and inflation.
"if a country can't sustain their own debts, they have to choose between defaulting and printing more money. They're always going to choose printing more money. This devalues the currency. It increases inflation."
Correct
Domestic manufacturing sectors like defense, aerospace, commodities, infrastructure, and utilities are expected to grow, while import-reliant global retailers, highly indebted companies, low-margin tech firms, and export-dependent emerging markets may decline.
"Defense, aerospace, commodities, infrastructure, and utilities will increase. And safe haven, hard assets will matter again, and losers will be global retailers reliant on imports, debt-loaded companies, tech firms with slim margins, and emerging markets tied to exports."
Correct
There is a decline in global confidence regarding the United States' international standing.
"It's showing a deterioration in confidence in the US's place in the world."
Correct
The Federal Reserve is prepared to intervene in financial markets to prevent excessive interest rate spikes and support the economy.
"the Federal Reserve went on record to say that they're prepared to intervene in financial markets if liquidity issues arise. Basically reassuring everybody that if interest rates spike up too high, they are prepared to artificially bring them back down to save our economy."
Correct
There are concerns about the US government's long-term financial viability and ability to function.
"This might be saying something about the US government's ability to function. There's every reason to be concerned about the government is a going concern."
Pending
The free market is considered to be largely non-existent, with markets being susceptible to easy manipulation.
"In essence, the free market really no longer exists. And everything could be easily manipulated with just the click of a button."
Pending