@MacroCaffè

Daily dose of macro: rates, credit rating & geopolitics. No fluff, just alpha.

Follow for daily macro espresso shots

[@MacroCaffè @MacroEspresso]

💬 Are we witnessing the beginning of the end for the dollar’s supremacy?
Or just another cyclical reset in a multipolar world?
Let us know 👇
#MacroCaffè #FX #Investing

[@MacroCaffè @MacroEspresso]

📉 The Fall of the King: Is the Dollar Losing Its Throne?
In 2025, the US dollar is down 10% YTD — the worst H1 performance since 1973.
What's driving this historic drop?
🧵👇 #MacroCaffè #USD #Markets

[@MacroCaffè @MacroEspresso]

7️⃣ What Could Come Next?
Some strategists are talking about a potential 25–30% decline, echoing historic dollar collapses from the 1980s and early 2000s.
If that happens, the global balance of power could shift.
#DollarCrisis #GlobalMacro

[@MacroCaffè @MacroEspresso]

@elerianm 🚨Stagflation signals?
🇬🇧 UK retail sales crash -2.7% (vs -0.5% est)
🇯🇵 Japan inflation heats up: 3.5% headline, 3.7% core

Growth stalling, prices rising.
Is the global economy entering dangerous territory? 👀
#stagflation #macro #UK #Japan

[@MacroCaffè @MacroEspresso]

@robin_j_brooks The real constraint is institutional: a lack of fiscal integration, political cohesion, and unified capital markets. Without a federal Treasury or credible common debt issuance, the euro simply can’t compete on equal footing. It’s not the debt — it’s the architecture

[@MacroCaffè @MacroEspresso]

@robin_j_brooks True — there may be no immediate alternative to the USD, but it's worth noting that the euro’s limitations are not primarily about debt levels. After all, the U.S. fiscal path is equally (if not more) unsustainable

[@MacroCaffè @MacroEspresso]

8. 💡 Takeaway:

The dollar isn’t dead. But the dollar’s dominance is being quietly eroded.

Meanwhile, gold is no longer an archaic relic — it’s a geopolitical insurance policy.

Central banks know it. Do you?

#Gold #DeDollarization #MacroCaffè

[@MacroCaffè @MacroEspresso]

📊 Why are central banks hoarding gold like never before?

A record 95% of global monetary authorities say they’ll keep buying bullion in 2025.

Here’s why that matters 🧵👇
#Gold #CentralBanks #Geopolitics #MacroCaffè

[@MacroCaffè @MacroEspresso]

7. 💬 From the WGC survey:

> “Gold has no default risk. It shines in times of crisis. And it's a better hedge than the US dollar.”

That’s not a gold bug — that’s a central bank reserve manager.