Saturday, July 20, 2024

The REPO Act: A Precursor To The Dollar's Downfall

 The US dollar and Treasuries have become weaponized in a way they had not before.

Further, China has increasingly ditched the US dollar in international trade.

Over 90% of the $240 billion in trade between Russia and China is done outside of the dollar in yuan and ruble.

Even if we take China's official gold statistics-which almost certainly understate reality-Beijing's gold holdings have soared by 17% in the past 17 months to around 73 million ounces.

China's recent gold buying spree unsurprisingly coincides with the US seizure of Russian assets in the wake of the Ukraine conflict and their dumping of US Treasuries.

Treasuries have been the bedrock of the international financial system ever since President Nixon severed the dollar's last link to gold in 1971.

Gold skyrocketed from $35 per ounce to $850 in 1980-a gain of over 2,300% or more than 24x. I expect the percentage rise in the price of gold to be at least as significant as it was during the last paradigm shift.

https://internationalman.com/articles/the-repo-act-a-precursor-to-the-dollars-downfall/

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