Ray Dalio: "Global monetary order is breaking down." Yields have been rising, and now the world's biggest sovereign wealth fund is selling US bonds. They obviously think that the US can't pay all the debt without devaluing the dollar, so they don't see attractive real returns.

السؤال الأهم: ما البديل؟ الصناديق السيادية تدير مئات المليارات والتريليونات، ولا تستطيع ببساطة بيع الدولار والسندات ووضع الأموال في الذهب. الذهب يحفظ القيمة لكنه لا يولد عائدًا نقديًا، وأسواق السندات باليورو والين لا تملك مجتمعةً الخصائص نفسها من العمق والسيولة، والأسهم والعقار يضيفان مخاطر مختلفة. واللافت أن صندوق النرويج نفسه يقترح خفض سندات الخزانة الأميركية، لكنه لا يهرب من الدولار؛ بل ينقل جزءًا من الأموال إلى أصول دولارية أميركية أخرى. لذلك ربما القضية ليست «نهاية الدولار».. بل أن المستثمر الكبير أصبح يبحث عن طريقة لتنويع مخاطر الدولار، من دون أن يجد حتى الآن بديلًا كاملًا عنه.

Global monetary order is NOT breaking down. It is moving away from the US.

@howardlutnick This is real. We can see what the August numbers amount to, dummy. 2nd worst August in 10 years. July was a bust. The YoY sucks. Even Biden's numbers were better. We still remember the war over sign in Iraq and the 29 times fat body trump said the Iran war was over. Celebrating to soon? 😂

With all these arguments, he is still against BTC. Cannot understand him…

I being listening to Dalio for a long time…so far lots of noise only… maybe he will be right at one point the question is what to do wile waiting… the key to me is to learn to be long but always hedging for insurance even at the cost of underperforming vs SPY…

Le fonds norvégien ne quitte pas vraiment le dollar : il réduit surtout les Treasuries pour aller vers du crédit US et des MBS. L’exposition globale au USD reste autour de 52 %. C’est plus un arbitrage de rendement et de liquidité qu’un “on vend l’Amérique”. Le signal compte plus que les 80 milliards. Le vrai test, c’est si d’autres gros fonds suivent.

Hace 10 años que Ray Dalio viene diciendo que va a haber un cambio de orden mundial y que todo el sistema financiero colapsará. Eventualmente con las décadas algo fuerte va a pasar, lo va a adaptar a su discurso, y va a decir "se los advertí". Menos mal no hice short estos años.

A controlled USD devaluation makes the real value of existing U.S. debt smaller, boosts tax revenues through inflation and export growth, and reduces the effective burden of deficit financing — but it also raises risks.

order is shifting towards decentralized global financial structure

Western banking needs to fail! F all this feminism multicultural BS

Some very smart people work for Norges Investment bank. One of them is Martin Prozesky. If you can't outsmart them, then join them. If they sell $ then I pay attention.

BS argument. Most of them are getting peanuts, 1-2% when the current rates are 5%. They will come back to T-bonds on rates they think are fit, ~6%.

Wow, that's a lot to take in. Sounds like some big shifts are happening.

It's a fundamental re-evaluation of risk premiums and currency stability. That capital flight from perceived safe havens signals a major structural shift. Period.

Excellent point about real returns. When the largest sovereign fund cuts US exposure while yields rise, capital is telling us where it wants to be. For me, the UAE's zero income and capital gains tax makes it the natural fit.

Promise to pay in resources.. turn the USA into a natural resource refining powerhouse. Base value comes from material.

Gold is used in industry if it’s a million an ounce industry suffers and there’s not enough gold a tiny flake will be your life’s earnings America has more gold than anybody

The shift away from US debt is becoming harder to ignore. The real question is whether this is diversification or the beginning of a deeper loss of confidence.

With 8 billion humans, 30 billion farm animals, & 1 billion pets devouring 1.7 Earth resources per year scarcity inflation cannot be stopped! If the FED raises, lowers, or does nothing with interest rates globalization collapses! A population bubble with resource shortages got us

@grok when is this interview

All because of the orange child

That’s the part that matters most

This sounds like a reasonable explanation. This is the bond market exerting a disciplinary influence on US fiscal and monetary policy, fiscal policy in particular.

The debt is a problem. But the real loss of confidence is in the current administration

He is right

Yup, it seems like folks are getting edgy about the debt situation and expecting some kind of collapse or devaluation at this point!.

What country can pay down its debt? *crickets*

Crystal clear. Plus add de-dollarization including trading oil in non-USDs plus global trade diversification away from 🇺🇸. Too many $s and declining value. Vicious circle!🤷‍♂️