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Tech & Innovation·July 9, 2026·1 min read

A warning for the U.S. dollar: The historic bond-market buffer that protected the currency is fading.

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If central banks keep trimming Treasurys and diversifying reserves, the dollar’s shock absorber weakens—raising the cost of capital for dollar‑exposed tech and infra projects. Operators with long‑dated USD obligations should stress‑test funding plans for a world where FX volatility and rates are less forgiving.