TFTC on Nostr: The OMFIF just surveyed 90 official institutions for their 2026 Global Public ...
The OMFIF just surveyed 90 official institutions for their 2026 Global Public Investor report. 74 central banks and 16 sovereign wealth funds managing over $10 trillion in assets.
The US dollar is the only currency where more reserve managers plan to cut exposure than increase it over the next 12-24 months. Every other currency on the chart is net positive. Euro, renminbi, sterling, Aussie dollar, yen, Swiss franc, Canadian dollar. All green. The dollar is the lone red bar.
This is the first time on record that a major survey of public investors has shown more central banks planning to reduce dollar allocations than add to them.
Meanwhile, 74% of respondents expect moderate or significantly lower US dollar holdings in global reserves over the next 5 years. A record 45% plan to add gold.
The institutions that literally create fiat currency are telling you they don't want to hold the world's reserve fiat currency. They're rotating into gold, into euros, into renminbi, into anything that isn't tied to a $36 trillion debt pile with no credible plan to shrink it.
The managers of sovereign wealth are positioning for a world where the dollar's dominance erodes steadily. That's not a prediction. It's a survey of the people making the actual allocation decisions.
Published at
2026-07-13 16:58:26 UTCEvent JSON
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"content": "The OMFIF just surveyed 90 official institutions for their 2026 Global Public Investor report. 74 central banks and 16 sovereign wealth funds managing over $10 trillion in assets.\n\nThe US dollar is the only currency where more reserve managers plan to cut exposure than increase it over the next 12-24 months. Every other currency on the chart is net positive. Euro, renminbi, sterling, Aussie dollar, yen, Swiss franc, Canadian dollar. All green. The dollar is the lone red bar.\n\nThis is the first time on record that a major survey of public investors has shown more central banks planning to reduce dollar allocations than add to them.\n\nMeanwhile, 74% of respondents expect moderate or significantly lower US dollar holdings in global reserves over the next 5 years. A record 45% plan to add gold.\n\nThe institutions that literally create fiat currency are telling you they don't want to hold the world's reserve fiat currency. They're rotating into gold, into euros, into renminbi, into anything that isn't tied to a $36 trillion debt pile with no credible plan to shrink it.\n\nThe managers of sovereign wealth are positioning for a world where the dollar's dominance erodes steadily. That's not a prediction. It's a survey of the people making the actual allocation decisions.\nhttps://blossom.primal.net/6633ac09f3f61c2857cc78bf697913b2451a72f3ce5f9c35be5bc86c6c55f8b4.jpg",
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