Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Recent Articles By The Author
Can You Trust the Q3 Data From China?
The market is giving no clue as to which way it is headed, so stick to fundamentals.
Why These Countries Are Dumping U.S. Treasuries and What It Means for the Dollar
Data has been decent, but is showing signs of softness as the demand collapse in the rest of the world feeds into U.S. data.
Playing the Market Selloff: Is the S&P 500 a Buy or a Sell?
Earnings conference calls will be filled with the words "tariffs" and "trade wars," but focus on company guidance for outlook and growth.
This Selloff Is All About the Unwind, so Stick to Fundamentals
At times of indiscriminate selling, it pays to be cerebral.
Where Bond Yields Are Headed Next -- and How to Play It
After recent liquidation, it seems the risk-reward is on the downside for the dollar and U.S. bonds.
Where Is the Yuan Heading After Golden Week?
The Chinese central bank is moving to boost asset prices and offset trade war and slowdown fears.
Why Friday's Jobs Report Is So Important
All asset allocation choices rest on the future direction of the U.S.dollar.
What Is Behind the Rise in Aluminum Prices?
Rather than a squeeze on aluminum, this is about how warehousing companies are managing inventory based on spreads, physical premiums and carry.
Copper, Gold or Zinc, It's All the Same Trade... Namely, the Dollar
All commodities will get a boost should the U.S. dollar sag, but it's those commodities with the tightest inventories that will rise the most.
Trade Deal With Canada Is Done, Is China Next?
As the market plays wait and see, the Chinese infrastructure boost is kicking in, making copper a good bet.