特朗普收到2个噩耗，44州跟联邦债务划清界限？拉美开始去美元化

Group 1 - The core issue in the U.S. is a significant loss of trust in the dollar, with over 75% of members in 44 states refusing to take responsibility for repaying the federal government's $38.5 trillion debt, elevating gold and silver to the same legal status as the dollar [1] - The U.S. federal debt has reached $38.5 trillion, with interest payments projected to exceed $1.1 trillion in 2025, surpassing defense spending for the first time in history [3] - Moody's downgraded the U.S. credit rating for the first time in 108 years, reflecting the political deadlock in Washington that hinders substantial fiscal reforms [5] Group 2 - Uruguay's central bank president compared the dollar to a "pacifier," urging citizens to reduce reliance on it, as the dollar's purchasing power has halved over the past 20 years [3] - The U.S. government's fiscal policies, including the $4.5 trillion "Great and Beautiful" act, are expected to increase the deficit by over $3.8 trillion in the next decade, leading to rising bond yields [5] - The political divide in the U.S. is evident, with 19 states calling for a constitutional convention to impose fiscal constraints on the federal government [7] Group 3 - Argentina's president is pushing for labor reforms allowing workers to choose between receiving salaries in dollars or pesos, highlighting a stark contrast in monetary strategies within the region [9] - Brazil's response to U.S. tariffs includes implementing the Economic Reciprocity Act, showcasing the geopolitical implications of de-dollarization [9] - Venezuela has adopted a unique survival strategy by using currencies like the yuan and ruble for oil trade, recovering its oil exports significantly [10] Group 4 - The share of the dollar in global central bank reserves has dropped to 56.92% in Q3 2025, down from around 71% at the beginning of the century, indicating a decline in the dollar's global influence [12] - Trump's administration has attempted to intervene in the Federal Reserve's independence, reflecting concerns over fiscal policies and their legitimacy [12]