AUTHORS
Maleeha Bengali
Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
The Big Moves in Oil and Stocks Are Not Just About Omicron
Rates, bonds and volatility had been showing distress for some time now. As usual, equities are the last ones to react.
Slow Drip: Why Oil Is Really Falling
Is it the Strategic Petroleum Reserve release, or something else?
Just How Much Spring Does Iron Have?
Iron-ore prices have been on a one-way path since May. Let's look at how the world's big steel producer, China, could impact the commodity's prices and what to watch now.
Here Comes the Inflation Scare
This inflation is alive and real and there is nothing transitory about it.
If You Think the Fed Has a Masterplan, Think Again
It appears in reality the Fed is taking each day as it comes, and it really does not know much. Here's how this could lead to bigger problems.
Let's Draw the Line Right Here: Oil Demand Is Never Linear
Global oil consumption has bounced quite a bit and yet is still below pre-COVID levels. But here's what no one is talking about.
Now That We Have the Bitcoin ETF, Do You Know What Contango Is?
Outside of the ETF launch which could generate flow into the crypto space, it is important to ask what the real theme is for Bitcoin.
Don't Underestimate the Power of Stagflation
The Fed might be proven right that inflation is 'transitory,' but after how much damage? Let's get out our Econ 101 books and review.
Does the Fed Really Not Know the CPI Is at its Highest Rate Since 2008?
The real issue is that they don't know and are just hoping that "inflation is transitory".
Is Stagflation Really That Hard to Trade?
What OPEC and markets are not set up for is pure demand destruction.
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