AUTHORS
Maleeha Bengali
Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
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?
It's the Fed vs. the U.S. Bond Markets Now!
All eyes will be on the Fed during their March FOMC meeting. It remains to be seen what they do next.
The OPEC March Meeting Is Turning Out to Be Very Interesting
Those blindly chasing the reflation trade tick for tick, better pay heed to physical market fundamentals.
Yellen Drops $1.1 Trillion Treasury Cash Pile in a Big Jolt for Money Markets
With new liquidity about to pour in, it remains to be seen how will it affect equities, risk assets, and more importantly, money markets.
How Macro Flows Can Distort the Physical Oil Market Dynamics - But for How Long?
The macro tailwind only works for the oil market until physical market dynamics take over. When they do, unwinds can be sharp and painful.
This Market Now Belongs to Penny-Chasing Wanna-Be-Millionaires
This seems awfully similar to the 2000 tech boom when everyone was a genius being long. What could possibly go wrong?
Everyone Is Chasing the Reflation Trade Blindly
It's important to follow the macro trends like growth over value rotation, or reflation vs. deflation trade.
We Are Back to Brent Levels Where Russia/Saudi Tensions Started Last Year
As prices nudge towards $60/bbl Brent today, where do things stand?
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