Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
It's easy to get caught up in the inflation trade, but it's also important to know how best to play that.
Perhaps after that, the market will be open to move more freely... the real move.
Inflation can be OK, but when it is not accompanied by solid economic growth it is called stagflation and is every central banker's nightmare.
What caused this rally?
We know that the extra oil is coming, it is just a matter of when not if. The big question is demand.
Traders may be mistaken in giving up on gold and silver and could miss out on potential solid gains in those metals.