RT Archie Hall (@ArchieHall)A short piece from me for @TheEconomist: "Has Trump damaged the dollar?"Three months on, the "Liberation Day" shock has now clearly subsidied...https://t.co/BLfQ2vLmw0 ...

JUST IN: 🇺🇸 President Trump says crypto "made our dollar look really good and strong and powerful. It's good for the dollar, and it's good for the country." https://t.co/zu67Lytpw9 ...

🔥 WATCH: Tim Draper says Bitcoin hitting $120K is just a warm up and the dollar is going extinct.@gazza_jenks and @rkbaggs sat down with @TimDraper to break it all down. https://t.co/SeJmbzm5i1 ...

The Trump administration wants a less globalized economy and a still-preeminent dollar. Getting both won’t be easy, says @clive_crook (via @opinion) https://t.co/yCGCi4ChKk ...

Treasury Secretary Scott Bessent dismissed the idea that the dollar’s recent declines raise concerns about its status as the world’s key currency https://t.co/WCw1frsYyR ...

Treasury’s Bessent says the dollar has survived past doubts — from Nixon’s gold exit to now. Stablecoins may be its next global anchor https://t.co/tJ37T6SLOh ...

The euro is on the verge of its longest winning streak against the dollar in more than two decades — and options traders are betting the rally isn’t over yet https://t.co/moPtIUtw2w ...

explain to me why we have seen in the last few months weakness in the dollar. That's a that's a great question and of course the Treasury Department has the job of is responsible for the role of the dollar. I don't know.I think the I would go back to the thought that markets have been digesting an unusually challenging set of circumstances and have have reacted the way they've reacted. The dollar is kind of stabilized now. In fact, it's moved back up here in in the last couple of weeks a bit.And you know, t ...

Geopolitical Impact on Markets - Research indicates that since 1950, the S&P 500 has historically declined by approximately 4% within 15 days following significant geopolitical shocks, but tends to recover this loss within about a month [2] - Markets have become more resilient to geopolitical tensions over time, with dips becoming shallower, as these tensions are typically contained in nine out of ten instances [3] Market Performance and Trends - International markets have shown strong performance this year, significantly influenced by the dollar [5] - Emerging markets are up double digits in dollar terms this year, indicating a catch-up trade where the US market had previously dominated [9] - Latin American stocks have been the best performing globally this year, driven by more politically friendly leaders [11] Investor Behavior - Retail investors have been notably smart, buying during market dips, outperforming hedge funds [7] - Capital is beginning to diversify away from the US after 15 years of concentration [12] Economic Factors - The US economy has been relatively resilient this year [8] - Various countries are implementing economic reforms, stimulus measures, and interest rate cuts in response to tariffs and other headwinds [10]

Economic Outlook - The analysis suggests an acceleration of the ongoing slowdown in the global economy [2] - Policy flexibility, including that of the Federal Reserve, will be further limited [2] - Companies are reminded of the uncertainty in supply chains [2] US Treasury and Dollar - The role of US Treasuries in the global system is being eroded [2] - The world is overweight US Treasuries and the dollar, leading to reduced appetite for further accumulation [4] - There is no readily available substitute for the dollar, making the reduction in dependence a slow and gradual process [5][8] US Exceptionalism and Policy - The analysis indicates a loss of US exceptionalism and policy unpredictability [7] - Foreign investors are distinguishing between the sovereign side and the high-quality corporate side, showing less concern for the latter [8]