Homebuilders in overbuilt areas and firms producing what consumers no longer value are accordingly deprived of capital.

FORBES: Oil Spikes, Double Dips And Dilapidated Dollars

And they did so with ease, because companies were suddenly producing faster than consumers could shop.

FORBES: Magazine Article

Venezuela, which has given up producing things that its consumers want, importing them instead on the back of its oil revenues, looks particularly exposed.

ECONOMIST: Latin America's economies