If Trump administration officials seriously pursue the idea of restructuring foreign-held US debt (reducing coupon for foreign holders), it would trigger an immediate and severe shock to dedollarization, converting the long-term gradual process into a rapid capital flight that would be economically historic and frightening.
causalpending
Speaker
Lobo TiggreEvidence Quote
“If they start making serious noises about that, you go from this decade-long orderly ddollarization trend to a sharp shock, which would be historic in the scary sense”
Created: 8/11/2026, 6:44:11 AM
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