Martin Wolf talks to Kenneth Rogoff: Trump is accelerating the dollar’s decline

马丁·沃尔夫与肯尼思·罗格夫对话:特朗普正在加速美元的下跌

The Economics Show

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2025-05-05

30 分钟
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The US dollar has been in slow decline for around a decade – so says Kenneth Rogoff, Harvard professor, and former chief economist of the IMF. Donald Trump’s trade policies have raised a lot of questions about the future of the dollar – and how its decline could affect the rest of the world’s currencies. Rogoff joins Martin Wolf to discuss how the decline of the dollar could empower China, capital flight from the US, and why cryptocurrency is a bigger threat to dollar hegemony than most people realise. Martin Wolf is chief economics commentator at the Financial Times. You can find his column here: https://www.ft.com/martin-wolf  Subscribe to The Economics Show on Apple, Spotify, Pocket Casts or wherever you listen.  Presented by Martin Wolf. Produced by Mischa Frankl-Duval. Manuela Saragosa is the executive producer. Original music and sound design by Breen Turner. The FT’s head of audio is Cheryl Brumley. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • The U.S. dollar has been the world's dominant currency since the middle of the 20th century,

  • but that long era of supremacy hasn't been without its shocks.

  • Now, as President Trump has pressed ahead with a slate of aggressive tariffs,

  • the value of the dollar, so often a safe haven for investors, has slid to multi-year lows.

  • Is the era of dollar hegemony coming to an end?

  • Could cryptocurrencies, or perhaps China's yuan, knock the greenback off its perch?

  • And how would that affect the rest of the world?

  • This is The Economic Show.

  • I'm Martin Wolf, EFT's Chief Economics Commentator.

  • I'm joined today by Ken Rogoff.

  • who I've known personally since 2001.

  • Ken is a professor of economics at Harvard University and former chief economist at the International Monetary Fund.

  • But long before his career as an economist, he was a grandmaster at chess.

  • Ken is an immensely influential thinker on international monetary and financial economics.

  • Together with Carmen Reinhart, he wrote This Time is Different.

  • Eight Centuries of Financial Folly, a seminal book which was published in September 2009.

  • His latest book is Our Dollar, Your Problem,

  • and it is on the history of the dollar and what might come next for the currency.

  • Ken, welcome to the show.

  • Well, thank you, Martin.