Maleeha Bengali is CEO of MB Commodities Capital, based in London.
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Oil demand appears to be slipping as supply picks up, which indicates lower prices are ahead.
Small surprise, then, that oil prices are declining and so are oil-related equities as market fundamentals win out.
Let's check on gold and its move relative to the U.S. dollar.
Supply, demand and timing are what matter for this commodity.
The short answer is a rough patch, especially if the housing market takes a serious tumble.
As we see this increase in oil production get rubberstamped, we must remember that demand never moves in a straight line.
After decades of printing more and more money to tape up the economy like an old car in need of an overhaul, the Fed now sees its policies coming back to bite.
Most do not look at the Yen but it has been the source of great pain in past systemic collapses.