First, consumption has to give way smoothly to investment, as past excess capacity is worked off and as expansionary policies in industrial countries normalize. Second, to reduce the current account imbalances that have built up, demand has to shift from countries running deficits to countries running surpluses.
首先，随着过去的过剩生产力逐渐抵消，工业国家的扩张政策正常化，消费必须平稳地让位给投资。其次，为了减少越积越多的经常项目不平衡，需求必须从出现赤字的国家转移到过剩的国家。在第二个过渡中，油价上涨意味着石油输出国的消费必须增长，同时石油输入国的必须降低。