DETECTION: TIGHTENING
De-Dollarization

Global USD Reserve Share

57.68Last observation 2025-09-30
276d ago

Time Series

2015-12-312022-12-312025-09-305660646872

Formula

USD Reserve Share = (USD-denominated Allocated Reserves / Total Allocated Reserves) × 100
  • USD-denominated Allocated Reserves – Dollar holdings reported by central banks to the IMF COFER database
  • Total Allocated Reserves – All currency-allocated foreign exchange reserves globally

Why It Matters

The USD Reserve Share is the definitive metric for tracking structural de-dollarisation. It has declined from 73% at the turn of the millennium to approximately 58% in 2024 — a structural shift that occurs slowly but has profound implications for dollar demand, US Treasury yields, and the exorbitant privilege underpinning American fiscal policy. Even a 1 percentage point shift implies roughly $200–300B in reserve reallocation decisions by central banks globally.

Institutional Use

Tracked by every major central bank research division. The IMF publishes COFER data quarterly with a one-quarter lag. Goldman Sachs, JPMorgan, and BIS researchers have all published dedicated studies on the pace and composition of reserve diversification. This metric is a core input in currency reserve management frameworks at sovereign wealth funds.

How to Read It

Accelerating DeclineYoY Δ < −1.0pp
Gradual Erosion−1.0pp ≤ YoY Δ < 0
StableYoY |Δ| < 0.5pp
RecoveringYoY Δ > 0.5pp
IMF COFER · BIS Statistics Portal De-Dollarization & Gold LabAll metric methodologies →
Macro Strategy Division

Get the Weekly Regime Digest

De-dollarization, liquidity & energy signals — synthesized from 15+ official sources. No noise.

Email cadence
Stored in Supabase · insert-only RLS · double opt-in
Terminal Active: Capture Mode