USA & China: Debate over Reserve Currency - A History of Dollar Era

A History of Dollar EraSDRs, also called “paper gold”, were first
After WWII, an agreement in 1944 created the Brettoncreated in 1969 as a tool to enhance the liquidity
Woods System. Under this financial system, all otherthrough replacing gold and silver in international
currencies were pegged with US Dollar, which wastransaction. The value of SDRs is determined by a
linked to gold at the rate of $35 per ounce. Thus USbasket of currencies include Dollar, Euro, Yen and
Dollar became the key currency of the world. At thatSterling. Although Dollar is still the key currency in this
time, Dollar could not be over issued like today,basket, its weight declined to 44 percent. In this way,
because it was backed up by gold, and was thoughtother countries may be in a better place to defense
to be as good as gold.their currency reserve when the key country suffers a
In 1970, the gold coverage of paper US Dollar droppedbad time.
from 55% to 22%, because the US printed moreWhose Cheese Gets Moved?
Dollars to pay back its trade deficits. Foreign countries,See who said no. “I don't believe that there is a
such as Switzerland and France, lost faith in Dollar andneed for a global currency. The dollar is extraordinarily
began to trade their Dollar reserve into gold from thestrong right now”—this is Obama’s response
US. In order to stabilize the economy, President Nixonto the proposal. There is no reason for the US to give
canceled the Bretton Woods System in 1971. Afterup the Dollar’s reserve currency status right now.
that, Dollar can no longer be convertible to gold directly.“Diluting Chinese savings to bail out America’s
In the following 30 years, after the collapse of fixedfailing banks and bankrupt households, though highly
exchange rate under Bretton Woods System, mostbeneficial to the US national interest in the short term,
major countries in the world adopted floating exchangewill destroy the dollar’s global status.”(Andy Xie,
rates. But most international transactions are stillFinancial Times May 4 2009) It is true, but only true in a
dominated in Dollars; this maintains US Dollar as the Delong run.
Facto world currency. The difference is that theIt took over 10 years for Dollar overtaking Sterling as
circulation of Dollar is no longer restricted by the goldthe world’s reserve currency after the US
reserve. Comparing the price of gold at about 910surpassed the UK in economy. It also took 15 years
Dollars per ounce today, you can get a rough picturefor Euro to be adopted after Euro Currency Unit first
of it.came to exist. It may take a long time for countries to
Post Dollar Erarecognize the SDRs. Before that, the SDRs should be
As worried about Fed printing loads of money tofurther improved and perfected by IMF. However,
respond the crisis, which may hurt China’s Dollardon’t overlook that every major issue must get
reserve, China realizes it can not rely too much on85% votes in IMF, where the US owns 17%
Dollar in the future. So China suggested substituting USalone—enough a veto over every proposal. So,
Dollar with IMF’s Special Drawing Rights (SDRs) asthere is a still a long way to go. Even Governor Zhou
the world’s single reserve currency in the future.Xiao chuan said, “It is a long term issue.