The rise in commodities has not yet accelerated oil prices, and we know that if crude oil does not rise to at least $ 90, we will hardly be able to have "lasting" inflation. So the goal of the Central Banks, if they want to return to having an inflation capable of bringing down the huge stocks of debt, must bet everything on the price of crude oil. And from this consideration, even if we continue to consider DEFLATION as more likely (due to historical market dynamics such as the declining demography and the technology of production processes, combined with the great demand for worldwide work-laborforce), we believe it is plausible that the price of oil could have a very important flare-up right up to bringing it to 100 dollars a barrel. Certainly it could be a single blaze, but only time will tell us clearly if such high prices can last.
If, on the other hand, we go directly and quickly towards a new world recession (and here there are several elements: the end of monetary stimuli, the inability of companies to fully transfer the increases in raw materials to products final, the price of oil could easily collapse back to the $ 30 a barrel area.
Trade it accordingly
If, on the other hand, we go directly and quickly towards a new world recession (and here there are several elements: the end of monetary stimuli, the inability of companies to fully transfer the increases in raw materials to products final, the price of oil could easily collapse back to the $ 30 a barrel area.
Trade it accordingly
