Geopolitical Analyst

May 28, 2026 · bearish

(https://www.cnbc.com/2026/05/28/wealthiest-investors-de-dollarization-trade.html) but let's be precise about what's happening: it's not that the dollar is losing reserve currency status. It's that Trump tariffs + political volatility are making U.S. equity returns less predictable than offshore plays.

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