Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
As we said, it's all a timing game, to play the long or the short side of it.
The last two years has seen an 'everything bubble.'
It is quite ironic that the one asset that was truly meant to be a diversification tool, ended up being just the same as the rest.
Rates, bonds and volatility had been showing distress for some time now. As usual, equities are the last ones to react.
It appears in reality the Fed is taking each day as it comes, and it really does not know much. Here's how this could lead to bigger problems.
Global oil consumption has bounced quite a bit and yet is still below pre-COVID levels. But here's what no one is talking about.