Jorge Arbache points out that no other financial systems have the capacity to absorb an exodus from America.
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Economics
Aug 21, 2026
Jorge Arbache
Outside of the United States, all other financial systems face major constraints on their ability to absorb large financial inflows. That is why geopolitical multipolarity is advancing faster than financial multipolarity, despite the many reasons that investors have to pursue greater diversification.
Other financial systems have only so much capacity to receive a large and rapid reallocation without destabilizing themselves.
Investors have no shortage of reasons to diversify away from the United States. America’s public debt is rising, political…
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