Il link spiega bene il meccanismo.
Un passo dal blog:
“When that happens, and I think it will happen . . . all of a sudden, **the dollar is going to get weaker**, **the euro is going to get stronger**, gold is going to go up and bonds are going to rally. So, there will be a lot of big market effects. ****I am not talking the end of the world . . . .**** ****I am not talking about a total meltdown.**** I am talking about a violent **repricing of some major commodities and bonds . . . ** because the market thinks the Fed is going to raise, and they’re not.”
“**” miei, cioè aggiuntivi.