Michael Kao(@UrbanKaoboy):Musings of the Day, 8/20/26: Unpopular Opinion: The current USD weakness has more to do with Geopolitics than with anything else, including Interest Rate Diffs and Deficits. How the US ultimately fares in Hormuz and in Taiwan will determine the USD's Hegemonic Premium more than anything else. This is what I wrote in last week's Weekly KAOS:

Michael Kao

@UrbanKaoboy

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Michael Kao@UrbanKaoboy

2026.08.20 15:03

Musings of the Day, 8/20/26: Unpopular Opinion: The current USD weakness has more to do with Geopolitics than with anything else, including Interest Rate Diffs and Deficits. How the US ultimately fares in Hormuz and in Taiwan will determine the USD's Hegemonic Premium more than anything else. This is what I wrote in last week's Weekly KAOS: