Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
Trump may say China broke the deal, but here is a deeper dive into what happened -- and what the outcome is likely to be for the markets.
With plenty of chest-beating, Donald Trump tweeted plans for further tariffs against China.
If the market and economic data continues this way, logically the next step would be for a rate increase, not decrease -- regardless of what Trump may be demanding.
Plus, this market is at fair value -- and Alphabet is a reminder of how mispriced stocks can be.
The derivative markets are telling us we are complacent about equities.
Something is amiss, as macro asset classes are pricing a slower-growth, risk-averse environment ahead.