Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
About That Reflation Trade
Today we are faced with higher input prices and sticky inflation at a time growth is slowing.
Has Gold Lost Its Shine to Bitcoin?
As the market plays ping pong between views on reflation vs. deflation and moves with U.S. bond yields, both gold and Bitcoin are part of the larger macro trade.
With the Jobs Boom, the Next Move Is the Fed's
The Fed now has the green light to ease off on asset purchases, and that could have massive implications for the S&P 500.
What Happened to All That Oil Market Tightness?
If the market is really as tight as the analysts claim, then why is the price not moving much higher?
Interpreting Jerome Powell 101: What Did He Mean?
If the latest FOMC meeting left you scratching your head, then you're not alone. Let's try to pick apart what's really going on.
Is the Fed Getting Trapped in a Catch-22?
The Fed hopes its efforts will lead to sustainable GDP growth, but if inflation starts to run away too quickly, then Powell and company's hands could be tied.
It's All One Big Macro Trade!
And don't let anyone tell you otherwise.
Cross Asset Analysis: Who's Right?
Is this a short term deflationary setback or the start of a more ominous trend to emerge?
Did the Reflation Trade Pop?
What happened to this sell-side investment bank theme we had heard so much about? Let's see.
What's Really Going on Behind the Scenes at OPEC+?
There is no shortage of oil, it's a timing game being held back for as long as possible to get the best price possible.