De-Dollarization ALERT: $130B Dumped in 60 Days as Dollar Slides

#dedollarization #dollar #markets

Foreign central banks just dumped $130B in U.S. Treasuries in 60 days, pushing Fed custody holdings below $2.8T for the first time since 2012. This week-by-week Fed data is the closest real-time signal of global demand for U.S. debt—and it’s blinking red. We break down why the selling is unusual (it’s happening even as the dollar weakens), what it means for rates, stocks, and commodities, and how this fits a broader de-dollarization trend.

Inside: the steepest six-month drop in the Dollar Index (≈11%) in over 50 years, rising U.S. debt service costs, persistent trade/current-account deficits, and why reserve managers are adding gold while trimming Treasuries. We also examine policy risk—pressure on Fed independence, calls from President Trump for faster cuts—and the geopolitical backdrop of tariffs, supply-chain realignment, and a multipolar finance world.

Key points you’ll learn

Why Fed custody holdings matter more than lagging TIC/COFER reports

How $7T in foreign Treasuries + $18T in U.S. equities create downside risk if even a small share rotates

Why central banks are selling into a weak dollar (rare and concerning)

Gold’s role as a hedge—not a replacement—for the dollar

What a slower, structural dollar slide could mean for inflation, imports, and your portfolio

If the dollar’s power rests on trust, this is the moment to watch that trust being tested.#DeDollarization #USDollar #FederalReserve #WorldEconomy #GlobalFinance #BRICS #Geopolitics #Macroeconomics #USDebtCrisis #Treasuries #DollarCollapse #TrumpTariffs #EconomicAnalysis