Geopolitics

The dollar's demise has been predicted for 55 years. The BCG Institute says it's still overstated - Fortune

Source: Fortune

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DW NOTE

The dollar has survived every obituary written since Bretton Woods ended because no credible alternative exists. China's capital account is still closed, the euro is a currency union without a fiscal union, and gold pays no yield. BCG is stating the obvious: the dollar remains overvalued relative to fundamentals, but overvaluation persists when the only alternative to holding dollars is holding worse dollars.

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

The dollar's demise has been predicted for 55 years. The BCG Institute says it's still overstated - Fortune

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

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