Maleeha Bengali is CEO of MB Commodities Capital, based in London.
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We shall see what the future holds for the dollar as that is and always will be the key deciding factor for asset allocation and sector allocation too.
Oil is especially interesting as it is deemed the cheapest. Cheap is cheap for a reason.
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.