Wann entlädt sich der US-Dollar-Kondensator?

The world outside the US has become like a giant capacitor for US inflation. The charge that’s building up is the accumulation of dollars and dollar-denominated assets in the hands of foreigners. When the outside world wakes up to the threat of inflation in the US, they will start unloading US dollars, which will suppress the dollar’s value in foreign exchange markets, which will make prices of imports (including oil) go up, and that will be a separate vector feeding price inflation in the US.

Quelle: Hooray for the Economic Recovery!…of 2016