El largo adiós del dólar

China, Rusia y los países árabes tienen un plan a nueve años. La progresiva sustitución del dólar como moneda de referencia en el mercado del petróleo. Falta confianza en el futuro de la economía americana y sobra ambición por parte del gigante de ojos rasgados. En el 2018 el petróleo aparecería referenciado a una cesta de varias monedas: yen, yuan, euro, rublo, una nueva moneda que los países del golfo se han sacado de debajo de la manga, etc. De aquí a entonces, y de forma transitoria, el oro podría formar parte de esa cesta. Así que el oro empieza a asomar su rubia cabellera. Y eso son buenas noticias. Ojalá le dejaran reinar solo:

Secret meetings have already been held by finance ministers and central bank governors in Russia, China, Japan and Brazil to work on the scheme, which will mean that oil will no longer be priced in dollars. The plans, confirmed to The Independent by both Gulf Arab and Chinese banking sources in Hong Kong, may help to explain the sudden rise in gold prices, but it also augurs an extraordinary transition from dollar markets within nine years.
The Americans, who are aware the meetings have taken place – although they have not discovered the details – are sure to fight this international cabal which will include hitherto loyal allies Japan and the Gulf Arabs. Against the background to these currency meetings, Sun Bigan, China's former special envoy to the Middle East, has warned there is a risk of deepening divisions between China and the US over influence and oil in the Middle East.
The transitional currency in the move away from dollars, according to Chinese banking sources, may well be gold.