Is the dollar’s dominance under threat?

美元的霸权受到威胁了吗?

Insider

2026-01-21

44 分钟
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The dollar has been the world’s primary reserve currency for the best part of a century. But as the alliances and institutions that underpin America’s dominance wither, could the currency lose its privileged position? Or will AI and stablecoins secure its primacy? To tackle this question, Rachana Shanbhogue, The Economist’s business-affairs editor, and Henry Curr, economics editor, are joined in Davos by economists Gita Gopinath and Kenneth Rogoff. Together they assess the greenback’s vulnerabilities and ask what could take its place.Ms Gopinath was the first deputy managing director, and before that chief economist, of the IMF. Mr Rogoff, himself the fund’s chief economist from 2001 to 2003, is the author of several books including “Our Dollar, Your Problem”. They are both currently economics professors at Harvard University.
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  • Welcome, everyone, to Inside Economics, coming to you from Davos.

  • I'm Rachna Schanbaugh, the economist, business affairs editor.

  • On the far side is Henry Kerr, our economics editor and my co-host.

  • Venezuela, Greenland, whatever else comes next.

  • Donald Trump is turning geopolitics on its head,

  • straining long-established relationships and alliances.

  • and with threats and tariffs abroad America seems intent on undermining its hegemony.

  • So it's a natural time to ask whether this is going to translate across to America's financial dominance and whether changes are coming for the financial landscape as well.

  • To discuss this we're very pleased to be joined by Ken Rogoff and Gita Gopinath.

  • Gita, until last year,

  • was the first deputy managing director of the IMF and is now a professor at Harvard.

  • Ken, also Harvard, also previously of the IMF,

  • and an author of a very wild time book published last year on the dollar, Our Dollar, Your Problem.

  • Thank you for being with us.

  • Thank you.

  • So if we start first, Henry, with what's happened to the dollar,

  • that seems to be a good place for the discussion.

  • Talk us through what's happened over the past year.

  • Yes, well,

  • it's a great time to be discussing this