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Geopolitics

De-Dollarization

The structural macro trend where nations — especially BRICS+ members — deliberately reduce their reliance on the US Dollar as a reserve currency, oil pricing medium, and trade settlement currency. Tracked via IMF COFER data (USD share of allocated reserves), bilateral local currency trade agreements, central bank gold purchases, and the emergence of alternative settlement networks (mBridge, Afrexim-based systems).

Live Intelligence Answer
Current Reading

57.7%

Eroding
As of September 30, 2025Elevated Staleness

Macro Implication

USD global share is hitting multi-decade lows. Gradual diversification into gold and RMB is evident.

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Why It Matters

USD reserve share peaked at ~73% in 2001 and has declined to ~58% by 2024 — a 15-percentage-point shift in two decades. While still dominant, the directional trend has meaningful implications for US Treasury demand and the Fed's ability to run sustained deficits without inflationary consequences.

Tracked via Dashboard Metrics
IMF COFER Data
Central Bank Gold Net Purchases
USD Reserve Share
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