🚨FED IS ABOUT TO COLLAPSE DOLLAR
When rates stop working, governments go after currencies
That’s exactly what happened in 1985 – and the dollar collapsed for years
Back then, the USD got too strong, trade deficits exploded, and tariffs were coming
The solution was coordinated dollar selling
Result:
- Dollar down ~50%
- Yen doubled
- Gold, commodities, and non-US assets surged
Fast forward to now
The setup looks uncomfortably familiar:
- Large US trade deficits
- Extreme FX imbalances
- Yen under heavy pressure again
Last week, the NY Fed ran USD/JPY rate checks
Same signal used before past interventions
No action yet, but markets already reacted
If coordination starts again, this isn’t about FX only
Weaker dollar means a broad repricing of global assets
This is one of those macro moments where positioning matters most.
