Causation

Inflationary Spiral from Currency Substitution

In an environment of extreme inflation, public confidence in the domestic currency collapses, leading people to refuse holding local banknotes and instead switch to a more stable foreign currency. This widespread currency substitution increases demand for the foreign currency, causing a rapid depreciation of the domestic nominal exchange rate. The depreciation then feeds back into the economy by increasing the cost of imports, which further accelerates inflation and reinforces the cycle of currency rejection.

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Updated 2026-05-02

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