"consumer goods inflation is soon to follow" -- Review this comment in a year (or more). Inflation Bears have been wrong for more than thirty years now. They are forever talking about "inflating is coming soon", yet it never does. Show me inflation (CPI) figures in any highly developed economy that demonstrates serious inflation in the last five years. It does not exist.

To be clear about SDR: US has 42%, EU has 31%, China has 11%, Japan has 8%, and UK has 8%. Is 42% > 31% "highest SPR weight by far"... ? All the non-US majors combined... US does not looks so big. It has been falling for decades as the world economy re-balances.