Commonwealth Bank of Australia (Madison Cartwright) - 02/2026
- The US Dollar (USD) dominance remains structurally intact due to the US's unique ability to supply the required global currency supply by sustaining persistent and sizable current account deficits, a function no other economy is willing or able to provide.
- Political and fiscal headwinds, including rising US debt and concerns over Federal Reserve independence, suggest a slow-burn risk leading to gradual diversification into assets like gold, but do not pose an imminent threat to USD safe-have...
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