Weakness in the rest of the world implies a stronger dollar, which will invariably weaken US growth. The deeper the slowdown in other countries and the higher the dollar rises, the less the US will be able to decouple from the funk everywhere else, even if domestic demand seems robust.
因此，问题在于全球经济是否能依靠单引擎维持、能维持多久。世界其余部分的疲软意味着强势美元，而强势美元难免削弱美国的增长。其他国家减速越深、美元升值越高，美国就越是无法摆脱其他地区的恐惧和焦虑，即使其内需看上去相当强健。