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EconomicUnited States·Unpinned18 Oct 2026

Analysis of the Potential Decline of the Petrodollar System

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Author Nick Giambruno identified a potential decline of the petrodollar system, suggesting that strained U.S. weapons stockpiles and perceived inability to protect the Persian Gulf undermined the status of the U.S. dollar and Treasuries. The report noted that the 10-year Treasury yield rose from 3.97% in February 2026 to approximately 5.26%, creating…

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