Inflation will not moderate, it is a runaway train
Central banks' attempts to kill inflation is a paradigm shift, which could end in a deep recession.
Summary: In this September update we take a closer look at the current macro developments, the crude oil market following the Aramco attack and why we maintain a bullish view on precious metals led by gold. We dive into the Commitments of Traders report looking for signals while also taking a look at a couple of green shoots from the under siege agriculture sector