IWS - 'Watch The Fed' Era Ends For Investors As Commodities Scarcity Era Begins

• The US central bank seems to have underestimated the intensity, duration, and perhaps the number of inflationary pressures we are faced with, which is why they probably acted so late.
• The Russian invasion of Ukraine and the resulting West-Russia economic conflicts risk exacerbating inflationary pressures, beyond what central banks can reasonably handle.
• It is no coincidence that Russia's military move on Ukraine happened now when we face a massive commodities bull market. It makes any attempts to economically isolate it globally painful.
• If we do not find some immediate credible solutions to energy and food scarcity issues, we risk entering a vicious cycle, where scarcities will cause more scarcities.
• A brutal, sustained stagflationary environment awaits us for the foreseeable future, as we seem to be sleepwalking into a global institutional breakdown. Central banks are powerless to affect the outcome.

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