Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
Oh Wait, Why Is Oil Rallying If the War Has Been Called Off?
The oil price did fall, but then it quickly recovered. That is because there was no war premium to begin with.
If You Think China's Fretting Over Clean Air, Steel Yourself for This
China cares more about its GDP growth than its emission targets, and here's what it means for the U.S. and key raw materials.
The Market Rallies as It's Pricing in Rate Cuts Now?
The economy cannot be run on blind hope.
How High Can Oil Go?
For now, physical markets are focusing on the near-term tightness, which plays a very important role.
The Market Addict Is Not Getting Any More of Its Fix for Now
The Fed now must get the inflation monster it unleashed under control rather than satisfy equity investors by keeping its easy money ways in place.
If Bitcoin Was Supposed to Be the Inflation Hedge, Why Is It Down?
When gold underperformed Bitcoin, everyone got bored of it. That's no longer the case.
The Fed Is Stuck Between a Rock and a Hard Place
The Fed is always backward looking, and that's why the market is unsure of where to go for now.
Here's What 2022 May Have in Store for Us
Which asset classes will benefit the most and how should investors be allocating their funds?
Are You Bored of Copper Yet?
Doctor Copper typically tends to be much racier than most asset classes and moves in line with the economic trends of China.
Oil: Is This the Santa Rally or Is There Something More to It?
As we said, it's all a timing game, to play the long or the short side of it.