This Time, A Weaker Dollar Is Part Of The Plan

January 31, 2026 07:00:00 am

Source: SeekingAlpha

2026-01-31 07:00:00 ET

The Monetary Counterpart To Geo-Capex

After Davos, we talked about geo-capex as the best conceptual frame that explains the current macroeconomic environment and that sets the tone for the next decade. We discussed the duplication of supply chains and infrastructure at the expense of pursuing efficiency above all. This has some implications that could help us understand better what is also happening to the dollar ( DXY ) and gold ( GLD ). I see, in fact, that the industrial policy we have been discussing and covering has some links with the current dollar debasement....

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This Time, A Weaker Dollar Is Part Of The Plan