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The digital Silk Road could lead to a scenario where the U.S. is isolated if Huawei becomes the preferred partner globally, emphasizing the need for strategic alliances.
The bottom line is the run-up in gold is essentially an indictment against the U.S. because gold is sold. Also dollars.
There is a concern that the U.S. may appear aggressive internationally due to recent policies and actions, potentially pushing adversaries closer together.
The Trump administration's national defense strategy is under scrutiny for potentially focusing more on domestic concerns rather than global competition, particularly with China.
Every great empire, from the Greeks to the Romans to the British, has had its currency serve as the global reserve. Currently, the US holds this position, but China's rise could challenge it.
A weaker dollar, down roughly 10% this year, is contributing to stronger returns on international investments, benefiting emerging markets.
The US dollar's strength is attributed to its central role in the global financial system, but this position is threatened by the ability to invalidate holdings in dollars.
The US dollar's strength is partly due to its central role in the global financial system, but this has also led to industrial decline.
The digital Silk Road initiative by China could shift global partnerships, potentially isolating the U.S. if it doesn't adapt its diplomatic strategies.
Countries in the Shanghai Cooperation Organization, like China and Russia, are increasing their gold holdings and de-dollarizing, potentially creating a payment system that bypasses the US dollar.