I BRICS dicono no al debito in dollari, usano invece la moneta cinese; il Giappone acquista petro…

I BRICS dicono no al debito in dollari, usano invece la moneta cinese; il Giappone acquista petro…

all right let’s talk about dd dollararization because what’s happening right now it’s not just serious it’s historic things have gone from tense to tectonic ever since the G7 froze Russian assets that moment right there sets something in motion that can’t be undone we’ve said it before Biden’s decision to cooperate with Europe and immobilize those Russian funds might have scored points diplomatically but financially it cracked the foundation of global trust in US financial leadership and before anyone jumps to defend Trump no he didn’t roll it back either in fact his tariffs made the situation even worse they highlighted just how aggressive the US has become with economic power weaponizing trade consumer markets financial infrastructure it all sounds strategic until you realize what’s at stake foreign investors currently hold 19 trillion in US stocks add to that $7 trillion in government bonds and $5 trillion in credit assets that’s over 30 trillion and US treasuries alone foreigners own about 30% of the entire market this isn’t just big money it’s the lifeblood of America’s cheap borrowing and every day this trade war escalates the pulse weakens trump keeps harping on the trade deficit like it’s the enemy but he’s ignoring the flip side the capital account surplus that surplus has been the quiet hero allowing the US to borrow at next to nothing for decades but that balance is shifting and not just because of central banks backing away from treasuries something else is coming a deeper shift and it’s happening right now brazil yes Brazil is preparing to borrow using panda bonds that means issuing debt not in US dollars but in Chinese yuan you have to understand how big this is for years the norm has been to borrow in US dollars why because the dollar is the global reserve it opens up massive capital markets and gives lenders confidence there’s no exchange rate risk everyone wants to hold dollar denominated assets that means lower interest rates cheaper borrowing lula could lock in loans at historically low rates if he sticks to the dollar and normally that wouldn’t be an issue brazil’s a strong exporter they ran a $74 billion trade surplus in 2024 alone most of it in dollars so they could borrow against those future surpluses essentially mortgage tomorrow’s earnings for cash today but now the game is changing trump’s tariffs are ripping up that playbook the more aggressive US trade policy becomes the more countries start to look for alternatives to the dollar and it’s already happening dollar bonds are getting expensive brazil recently issued a 10-year dollar bond at 6.73% compare that to the US Treasury’s 4.5% if US yields go up Brazil might face 7% even 8% but undenominated panda bonds they’re looking at 2% that’s a third of the cost yes there’s currency risk but here’s the kicker china controls the yuan’s trading band meanwhile the dollar is volatile chaotic it’s falling today but tomorrow who knows tariffs might get overturned the dollar could spike us rates might rise further and suddenly dollar debt looks toxic now add in this detail brazil has a trade surplus with China they sell more to Beijing than they import that’s worth about 313 billion yuan or 44 billion and as China cuts US food imports Brazil steps in to fill the gap that surplus it’s only going to grow so what does that mean brazil earns more yuan and with more yuan they can borrow more in yuan and the more panda bonds they issue the weaker the dollar’s position becomes this is the feedback loop Washington isn’t ready for trump’s reshoring dreams sound patriotic but the price it’s global trade the reserve status of the dollar and America’s ability to finance its deficits cheaply you can’t have it all you can’t protect domestic industry maintain reserve status and enjoy low borrowing costs something must give and then there’s China bessant wants China to rebalance their economy he said it for years but be careful what you wish for china is now staring at deflation prices are falling not rising cpi is forecast at just 0.3% that gives Beijing a rare opportunity they can unleash a massive stimulus without triggering inflation if US China trade talks collapse and that’s becoming more likely every day China won’t wait around they’ll act the PBOC will slash the reserve requirement ratio loans will surge liquidity will flood the system yields will drop even more china will start buying up their own debt and panda bonds will surge that demand it’ll pull capital away from the US Treasury market and here’s the nightmare scenario while China is stimulating the US is stuck why because America’s problem is the opposite it’s spending too much borrowing too much and now facing higher yields investors are getting nervous about the deficit about inflation about the dollar itself if China starts importing more if global investors shift toward Chinese assets US debt will face serious competition that’s not speculation that’s market math so what’s left for Washington not demand demand won’t recover not in a tariff war the only path is to cut supply that means slashing government spending that’s the gamble behind Bessen’s beautiful bill but it’s not just about budgets it’s about defending the dollar’s very role in the world and as all this unfolds a new headline breaks japan is buying Russian oil again sanctions still in place but cracks are forming trump says he wants to end the war the EU they’re doubling down vanderline is pushing for a deeper price cap cutting it from $60 to $45 and even more aggressive she wants Nordstream 1 and2 pipelines banned permanently no Russian gas to Europe full stop what’s happening here isn’t just geopolitical it’s financial warfare it’s monetary fragmentation it’s the unraveling of a world where the US dollar was the undisputed king and unless Washington wakes up fast we’re going to find out what happens when the world stops playing by America’s rules they’re dusting off the same old playbook Putin by cutting off his revenue simple predictable but also strangely timed why now why choose this moment of all times when the global economy is already teetering and a 20% tariff war with the United States is roaring back to life under Trump’s trade agenda it’s a move that defies economic logic the cause and effect are brutally obvious remove cheap Russian energy from the equation especially now and you ignite a chain reaction production costs surge the price of goods soarses and with tariffs piled on top exporting to the US becomes a fantasy the result you strangle your own economy and in the vacuum another superpower steps in China with every new sanction with every pipeline rerouted China and the rest of Asia absorb what Europe throws away putin doesn’t lose he pivots he shifts the flow of oil east not west and we’ve already seen the script unfold over the past 3 years europe should know better but somehow it’s as if memory resets every time the headlines shift now the cracks in the alliance are showing a G7 ally Japan is no longer pretending a Japanese refiner has just bought Russian oil for the first time in 2 years that drought is over why because at the end of the day the math doesn’t lie price matters sanctions don’t erase economic gravity energy is the foundation of any modern industrial economy it powers machines fuels logistics and sustains national output and countries like Japan China and Vietnam they need mountains of it every single day the moment you remove access to affordable energy the entire structure begins to collapse what Japan has done isn’t defiance it’s survival they bought 600,000 barrels of Russian crude on a tanker that’s officially blacklisted but this isn’t reckless it’s calculated japan has something rare a waiver from the Biden administration granted during a more pragmatic phase in US diplomacy that waiver changes everything it gives Japan the legal right to purchase Russian oil even sanctioned tankers are back on the table and here’s the punch line if Europe really wants to enforce a total ban on Russian energy they may now have to sanction one of their closest allies that’s the messy reality of sanctions they’re blunt instruments once deployed they cut indiscriminately and in a fragmented world even your friends stop listening when survival is on the line japan is desperate and for good reason over 80% of its energy is imported for oil the dependency is even more staggering over 90% this is a country with virtually no natural resources but a colossal industrial machine to feed and now that machine is slowing down since February Japan’s export growth has been fading the first 20 days of May turned red exports dropped by 3% that may not sound dramatic but for an export-driven economy like Japan it’s a shock to the system and the outlook for June bleeer still Trump’s steel tariffs are back over a billion dollars worth of Japanese steel is now vulnerable if those tariffs stick even at a minimum level of 10% Japan will be forced to rewrite its entire industrial strategy it’s not just about maintaining growth it’s about stopping the bleed what options does Japan have left cut input costs fast and energy is the first biggest lever because this isn’t just about the United States japan is locked in a price war with China a relentless competitor that has no problem undercutting the global market to win just last month VYD one of China’s energy giants slashed prices by 34% that’s not a one-off event this is the third straight year of strategic discounting across China’s industrial sector it’s a full-scale economic offensive and Japan can’t fight that kind of war with one hand tied behind its back their own energy subsidies are drying up domestic support is weakening the political will to fund high-cost energy imports is evaporating in that context buying Russian oil stops being controversial it becomes logical it becomes essential so what does this mean for the broader picture it means Japan’s not alone other nations will quietly follow russian energy isn’t disappearing from the market it’s just finding new buyers the idea that sanctions alone can crush Putin’s revenues is already proving hollow and don’t count on the price cap to do the job it’s a paper wall against a geopolitical flood this is the new global order fragmented volatile driven by necessity not ideology every nation is now playing Hunger Games geopolitics the alliances of yesterday they’re transactional the rules rewritten daily in this chaos Japan has chosen survival the question now is who’s next will BRICS double down and issue a wave of new R&B bonds to sidestep Western financial systems entirely will other US allies quietly do what Japan has done strike silent deals with Moscow while publicly towing the Western line the pieces are moving fast the world is tilting and the idea of a rules-based global order that might just be a relic of the past let me know what you think will Japan go allin on Russian oil will the West tighten the screws or quietly look the other way drop your thoughts in the comments stay sharp stay informed we’re heading into a storm and no one’s steering

The New Global Financial Order: De-Dollarization, Sanctions, and Japan’s Bold Move on Russian Oil | Economic Analysis 2025

What’s really happening behind the headlines as the U.S. dollar’s dominance faces historic challenges? In this in-depth video, we break down the tectonic shifts shaking the global economy — from the G7’s frozen Russian assets and escalating U.S.-China trade tensions, to Brazil’s move to borrow in Chinese yuan and Japan’s controversial return to Russian oil imports.

🔍 Key topics covered:

Why Biden’s sanctions on Russia cracked global financial trust

How Trump’s tariffs worsened America’s economic position

The explosive rise of panda bonds and yuan-denominated debt

The risks to U.S. borrowing and dollar reserve status

Japan’s energy crisis and strategic pivot back to Russian oil

The unraveling of Western sanctions and the future of global trade alliances

China’s economic stimulus and implications for U.S. debt markets

What the new fragmented global financial order means for investors and policymakers

🌎 This is not just geopolitics — it’s a full-scale financial war reshaping power and money flows worldwide. Will the dollar keep its crown? Or is de-dollarization inevitable? And what does Japan’s energy strategy signal for the West?

👉 Watch now to understand the forces driving today’s global economic storm — and how you can stay ahead.

💬 Drop your thoughts and predictions in the comments. Don’t forget to like and subscribe for more expert economic insights!

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