AUTHORS
Maleeha Bengali
Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
Is Inflation the Elephant in the Room -- Or Just a Mouse Scurrying By?
It's on every fund manager's mind, but how big a problem will it be and will it stick around?
Reopening Injects Uncertainty Into the Oil Market
Here's why OPEC+ has no choice but to release oil.
As a Curve Ball Whops the Market, I See a Golden Opportunity
How does one navigate markets as the quarter unwinds with so much drama? Here's how.
What Is the Bloomberg Commodity Index Telling Us?
Commodities are all about whether they are in surplus or deficit given the demand/supply projections. Choose wisely.
Oops, Did the Fed's Powell Say Something Wrong at the March FOMC?
The Fed is stuck between a rock and a hard place, and at some point this liquidity train will have to stop.
Beware the Ides of March - There Is a Reason for That Saying!
The fate of the broader equity market lies in the hands of the bond market.
It All Boils Down to Just One Big Macro Trade
March is crucial, and day on day portfolio and stock allocation depends on the fate of the bond market and the dollar.
Saudi Arabia Has Only One Objective: Higher Oil Prices at Any Cost!
For now, they have achieved their objective, showing President Biden firmly who is in charge.
Are Bonds Truly a Hedge for an Equity Portfolio?
The key question is will the bond market hold here or has the Fed already started working behind the scenes supporting it?
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