Inflation indexes continue to point upwards and are now forcing policy-makers to publicly admit that the risk of inflation far outweighs the pre-supposed deflationary scenario they had been operating under. The fact that there is no credible or feasible plan to withdraw the enormous liquidity now in the system is problematic.
“The volatility in the equity markets is uncomfortably low while the bond market is increasingly dependent on debt monetization.” Karim Taleb, financial analyst at Robust said, ”Such an assessment carries massive uncertainties with potentially pivotal externalities and consequences. The voice of wisdom was clearly raised by the precious metals in April.”
Robust Methods LLC is an NFA registered & member firm.
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