The Dollar’s Dominance is Unwinding in Asia

美元在亚洲的霸主地位正在逐渐消解。

Big Take

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2025-05-31

22 分钟
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As Donald Trump tries to remake global trade, the dollar’s historic dominance in Asia is under pressure. After Taiwan’s currency saw the biggest surge against the dollar in almost 40 years in early May, some money managers are saying the spike signals the acceleration of a bigger trend of moving investments back home. On today’s Big Take Asia Podcast, host Rebecca Choong Wilkins talks to Bloomberg’s Ruth Carson about what’s driving Asia’s shift away from the greenback and what a rewiring of global financial ties means for the region’s biggest economies. Further listening: Carry Trades, ExplainedCould the Chinese Yuan Ever Replace the US Dollar? Watch, from Originals: Why the US Is Getting Downgraded See omnystudio.com/listener for privacy information.
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  • On a Friday afternoon earlier this month,

  • Bloomberg's Ruth Carson was monitoring Asian markets

  • and hoping for calm ahead of her weekend.

  • Truth to be told,

  • I was hoping for a very quiet Friday

  • because it was a public holiday here in Singapore on Thursday.

  • But boy, it definitely didn't end up that way for sure.

  • Ruth covers the foreign exchange market from Singapore.

  • And on that particular Friday,

  • an Asian currency that rarely makes headlines started to surge.

  • The Taiwan dollar, at around 11.30 local time in Taipei,

  • it jumped by about 2%, but it didn't just stop there.

  • By the time markets had closed,

  • the Taiwan dollar was up about 3% higher against the US currency.

  • To put things into perspective,

  • it was the single largest one-day advance since 1988.

  • This is a normally incredibly sedate currency.

  • Something had clearly blown up.

  • The blow-up put market watchers globally on high alert.

  • And on Monday morning, the surge continued.