Archive · 20 Jan 2026
Dalio Warns of New Monetary Order in 2025
Ray Dalio, a famous investor, warned in 2025 that the world's money system might change because the US has a lot of debt and is putting tariffs on other countries.
He said this could make the US dollar less important and cause big problems like in the 1930s.
Now, in 2026, we see that the US debt is very high, and other countries are buying more gold instead of US dollars.
This shows that Dalio's warning might be coming true.
He also said that the way tariffs are being put on China is causing problems around the world.
Some countries are working together, like BRICS, to use their own money instead of the US dollar.
This is a big change that could affect how money works globally.
Ray Dalio warned in 2025 about a potential breakdown of the monetary order due to US debt and tariffs.
US debt is nearing $38 trillion, with a budget deficit of nearly $2 trillion annually.
Global growth is slowing to 2.7-2.9% due to Trump's tariffs, impacting trade and labor markets.
Central bank gold reserves reached nearly $4 trillion in 2026, surpassing US Treasury holdings.
BRICS nations are advancing de-dollarization efforts with proposals for linked digital currencies and 'BRICS Pay'.
- Who
- Ray Dalio, founder of Bridgewater Associates
- What
- Warning of a new monetary order and potential de-dollarization
- When
- April 2025, resurfaced in early 2026
- Where
- Global, with focus on US fiscal policies and international trade
- Why
- Due to US debt buildup, tariffs, and global economic shifts
- US Debt
- $38 trillion
- US Budget Deficit
- $2 trillion annually
- Global Growth
- 2.7-2.9%
- Central Bank Gold Reserves
- $4 trillion
- US Treasury Holdings
- $3.9 trillion