Driving Pox Americana off the Cliff with De-Dollarization and Runaway Inflation

The causa proxima for a runaway inflation in America would be the return to the domestic economy of U.S. dollars from abroad as foreigners switch to alternatives. In particular, this would involve the discontinuance of petrodollars aka the sanctiondollar as a reserve currency. This would also involve direct goods trade as well.

Russia, China and other dollar-bond holders in truth financed the U.S. wars that were aimed at them by buying U.S. debt. When the foreign reserve status of the U.S. dollar erodes, those dollars flow back into the domestic United States and incinerate price stability, causing substantial bursts of inflation.

This is already underway, driven by extreme use of sanctions by Europe and the U.S. in particular. In the case of Russia, the sanctions go so far as to stymie Russia’s capacity to utilize its central bank reserves. Others who may be in the crosshairs then ask logically what is to be gained from holding U.S. dollars at all.


Read “First, They Came for the Russians. Then, They Came for You.”

A secondary effect is to restrict exports of commodities in short supply.

In 2018, German Foreign Minister Heiko Maas dropped a big bombshell involving the need for a new financial payment system that bypasses the U.S.-dominated SWIFT system. Maas openly accused the U.S. of weaponizing the dollar.

Angela Merkel herself said, “We can no longer rely on the superpower of the U.S.”

At the same time, back in 2018, Russia said it is accelerating efforts to abandon the American currency in trade transactions. Russian Deputy Foreign Minister Sergei Ryabkov said:

The time has come when we need to go from words to actions and get rid of the dollar as a means of mutual settlements and look for other alternatives,” he said in an interview with International Affairs magazine, quoted by RT“Thank God, this is happening, and we will speed up this work,” Ryabkov said.

The Shanghai Cooperation Organization (SCO) is the working architecture of a new monetary alternative to a dollar world. In addition to founding members China and Russia, the SCO full members include Kazakhstan, Kyrgyzstan, Tajikistan, Uzbekistan and, most recently, India and Pakistan. This is a population of well over 3 billion people, some 42% of the entire world population, coming together in a coherent, planned de-dollarization.

On a bilaterial basis, many countries have dedollarized. Iran and South Korea have a banking cooperation to bypass the dollar..

One devious way to stop the inflows of excess and unwanted dollars into China would be to “suddenly” declare a Covid outbreak with hard lockdowns in China’s transshipment ports to the US. This in turn causes a backup and delay in supplies to the U.S. and increases shipping costs. It’s a slick form of “walk softly and carry a big stick” asymmetrical warfare.

And isn’t it curious that the Russian ruble has had a fierce rally against the USD ever since the sanctions were put in place? Is this China offloading overvalued U.S. dollars in favor of bargain rubles behind the scenes? Meanwhile, the Russian national wealth fund has plans to scoop up Russian stock bargains when the Moscow exchange opens on Monday.


Read “Yuan Deposits Soar At Russian Banks After SWIFT Cut-Off”

China buys more than 25% of the oil that Saudi Arabia exports. China buys more than 45% of the oil that Russia exports. Early indications are that Russian oil export flows are continuing unabated with China taking up the slack.

This week, Saudi Arabia moved to sell oil in Yuan to China. This is a key ingredient of de-dollarization. Would kaskistocrats aka Sub-Zeros in the U.S. respond to this by piling sanctions on China? One can scarcely imagine the self-inflicted damage as a result.

A clear signal that something deadly serious is afoot would be the abolition of the Saudi riyal’s peg to the U.S. dollar. It would likely adopt the system used by Kuwait. Cabalists love situations in which currency pegs can be taken down. This is perfect for insider information and infestations. They lick their satanic chops at the resulting chaos, too. Another USD peg is the Hong Kong Dollar.

Amplifying this shift comes from the kakistocrat Sub-Zeros at the Federal Reserve who have utterly failed to deal with the hot inflation. Clearly, there is no discussion about excess dollar repatriation at all. If this came on their radar screen soon enough, they would have to act decisively to drain dollars from the U.S. domestic economy and put interest rates MUCH higher.

What appears to be unfolding from the Fed is an attempt to sound credible and tough without doing much. But after this week’s token baby-step increase in the Fed funds rate to 0.25%, we have the largest spread between the Taylor Rule and Fed funds rate in 51 years. The Fed only ended its QE onslaught last week. There is no Fed meeting again until May, so the necessary medicine (including reducing its portfolio) to treat dangerous inflation would have to come intra-meeting.

Other ploys by the Sub-Zeros are attempts to tap down on oil and gasoline prices through expedient releases from the Strategic Petroleum Reserve, which has left remaining oil storage at multi-decade lows (33 days worth) and potentially creates a national security risk.

6 Comments on Driving Pox Americana off the Cliff with De-Dollarization and Runaway Inflation

  1. Good article. The US debt was purchased by China but much of it cycled back as many used government handouts to buy Chinese goods (dollar store) essentially making China a huge credit card company to the U.S. This also allows free healthcare and benefits to illegals weakening the U.S. But the real problem, as stated, is the bonds can now be used as a currency weapon if dumped in mass. We have been sold out and the time is at hand. Please publish an article on the fate of gold and silver. Enquiring minds want to know.

    • Maybe if you stopped “spreading” the news on Covid it would finally just go away. I think some of the fear mongering is what keeps the narratives going and used against us.

  2. I don’t see how de-dollarization results in dollars flooding back into the US. China doesn’t hold currency. They hold treasuries. If they want to divest of treasuries, they sell them for dollars. Now they hold dollars instead of treasuries. They can buy other currencies or precious metals with their dollars but where is the flood of dollars coming into the US and pushing up consumer prices? I don’t see the link.

Post a Comment

Winter Watch

Discover more from Winter Watch

Subscribe now to keep reading and get access to the full archive.

Continue reading