Maleeha Bengali is CEO of MB Commodities Capital, based in London.
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For now, China's infrastructure-led stimulus efforts are helping drive demand for iron ore at a time when production is under pressure.
OPEC and its members have a bit of a dilemma as each country has its own government spending and deficit considerations.
We have a mispriced cross-asset opportunity in gold and silver.
Everyone wants to chase everything that has not moved yet, but not knowing why.
The alliance is too scared to do what really needs to be done to get this market sorted, once and for all, the great reset.
Sector rotation has been so harsh that it has masked the real fundamentals. There's nothing to say that both sectors and stocks cannot be up.
We could still get some volatility over the next few days, regardless, a fiscal bill is coming to help the economy.
For the first time this year oil presents an attractive risk reward proposition.