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Insights: Currencies
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Recent posts
Adem Tumerkan • Recent
What Is a Dollar Shortage? How a Strong USD Threatens the World Economy
When dollars run scarce, global economies unravel. Here's what a global dollar shortage actually means, why it matters right now, and who gets hurt first..
MacroCurrenciesMarkets
Adem Tumerkan • Recent
Why the Falling Dollar Puts $30T in Foreign Assets at Risk
The falling dollar is putting $30T in foreign assets at risk — and forcing a massive currency hedging cycle. Here's what it could mean for global markets.
MacroCurrenciesMarkets
Adem Tumerkan • Recent
What a Weak Dollar Means for Inflation, Markets, and Clients
Learn what a weak dollar means for inflation, imports, markets, client portfolios and how financial advisors can explain these changes
Morning PourCurrenciesMarkets
All Posts
Adem Tumerkan • Recent
Triffin’s Dilemma: The Hidden Cost of the U.S. Dollar’s Dominance
Triffin’s Dilemma explains why the U.S. dollar must run deficits to fuel global trade—and why that same role weakens the U.S. economy.
MacroMorning PourCurrencies
Adem Tumerkan • Recent
The Flaws of a BRICS Currency: Why De-Dollarization Won’t Succeed (For Now)
Despite de-dollarization headlines, BRICS nations depend on Western deficits. Here’s why a BRICS currency faces deep structural limits.
MacroCurrenciesMarketsBRICS
Adem Tumerkan • Recent
What If the U.S. Dollar Weakens? Perks, Risks, & Impact
A weaker dollar isn’t all bad—or good. See how it impacts inflation, trade, debt, and why the global economy depends on U.S. demand.
MacroMorning PourCurrencies
Adem Tumerkan • Recent
Currency Wars Explained: How Trade Wars Are Entering a Dangerous 2nd Phase
A currency war happens when countries weaken their currency to offset tariffs. Learn why trade wars often lead to currency wars — and why it’s dangerous.
MacroMorning PourCurrencies
Adem Tumerkan • Recent
The Impossible Trinity: Why the Yuan Won't Replace the USD (For Now)
The Impossible Trinity explains why currencies can’t control interest rates, capital flows, and exchange rates—and why China’s yuan can’t rival the dollar
MacroMorning PourChina
Adem Tumerkan • Recent
Why the Euro Won’t Replace the USD as the World’s Reserve Currency
Can the euro replace the USD as the top reserve currency? Germany’s export model, France’s debt, and eurozone fragmentation suggest it remains unlikely.
MacroMorning PourCurrencies
Adem Tumerkan • Recent
The De-Dollarization Dream: Why a BRICS Currency Isn’t Realistic Yet
BRICS headlines now focus on a gold-anchored “unit,” but it’s not a true currency—and capital controls, surpluses, and the yuan limit de-dollarization.
MacroCurrenciesMarketsBRICS
Adem Tumerkan • Recent
BRICS Currency: How It Could Work, Why It Likely Won’t, & Its Impact on the USD
Despite de-dollarization headlines, BRICS nations face deep trade imbalances. Here’s how a BRICS currency could work - and why it’s unlikely to replace the USD
MacroChinaCurrenciesBRICS
Adem Tumerkan • Recent
The Coming Global Currency Reset — What History Tells Us to Expect
Monetary systems don't last forever — history proves it. Here's what a global currency reset actually looks like and whether we're closer than most think.
MacroMorning PourCurrencies
Adem Tumerkan • Recent
The Trade War’s Second Act: Currency Wars and Debasement Ahead
As tariffs reach their limits, the trade war is shifting into currencies. This analysis explores dollar weakness, trade flows, inflation, and global asset prices
Morning PourInflationTrade War