AUTHORS
Maleeha Bengali
Maleeha Bengali is CEO of MB Commodities Capital, based in London. In the past two decades, she has worked as a portfolio manager and hedge fund manager for UBS, Goldman Sachs, and Merill Lynch. She began contributing to TheStreet's Real Money in 2018, where she specializes in commodities coverage.
Bengali focuses on using both top-down macro and bottom-up fundamental relative value analysis applying cross-asset arbitrage techniques to capitalize on the relative mispricings evident in these asset classes. She has generated a compound annual growth rate (CAGR) of ~ 10% using systematic delta neutral investment trading strategies; minimizing market and directional risk while maximizing returns, focusing on alpha generation.
When Bengali isn’t covering global financial topics, she can be found on the tennis court, biking, or listening to EDM music.
Recent Articles By The Author
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.
Growth Is Back With a Vengeance Vs. Value, So Is The Great Rotation Over?
That's hard to say, though the next few months could answer that question.
China Is Selling State Reserves, So What Is It Trying to Tell Us?
China buys low and sells high when it comes to commodities, which makes its latest moves worth watching for telltale economic signs.
OPEC+ Is in the Driver's Seat and It Knows It
The oil consortium can cause prices to swing to and fro by manipulating supply, so it's worth watching its moves.
Bonds vs. Equities: The Markets Seem Disconnected
Is the Fed ready to help markets start its rehab program or will it continue to feed the junkie?
Here's Why Copper Is Down
We know the structural case for the deficit in copper, and how it's one of the tightest commodity markets.
Why Is the S&P 500 Stuck at 4200?
Looking underneath the surface, there have been quite a few discrepancies in terms of themes, rotations and consensual trade unwinds.
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