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
Do Precious Metals Know Something the Equity Markets Do Not?
We shall see as 2023 begins to unfold, with the movement of the dollar being a key factor for how various asset classes will move.
Oil Bulls Face a Slippery Trade
With all eyes on supply and not demand, this commodity has been a tough play, but lets see which wheels oil is greasing and which it's locking up.
Hey, Traders, Get It in Your Head That the Fed Isn't Pivoting, OK?
The Fed's fight against inflation is far from over and the period of easy money is over, so act accordingly.
All I Want for Christmas Is for the Fed Not to Break Anything
We've got three big events that could together move the markets. Here's the one I'm watching the most closely.
Recession or No Recession in 2023? That's the Question
A big part of the answer depends on the price of oil.
As the Market Cheers the Soft Data, Let the Hedge Funds Play Their Games
When positions get too one-sided, they can snap back in the opposite way -- but that may not mean there is a change in trend.
The 'Price' of a Quick China Reopening Might Just Be Too High
The inflation risk for China -- and the pain it could cost consumers -- could be too great to allow any quick moves.
When It Comes to Gas Prices, Know What Is Cyclical and What is Secular
Just months ago, we heard cries about Europe running out of gas amid a harsh winter. Now, with gas prices down at least 50%, what will happen with fuel-oil switching?
The Market Only Cares About a Fed Pivot and Nothing More
All eyes will be on the Fed next week as to how they handle angry tantrum-throwing toddler investors demanding even more candy.
Will Biden Get Lucky With His Oil Policy or Leave the U.S. Exposed?
Depending on global demand, the White House might just prove a strategic investor.
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