Maleeha Bengali

Maleeha Bengali is CEO of MB Commodities Capital, based in London.

Recent Articles By The Author

Equities Are In Their Own Merry World, Right Now

Equities Are In Their Own Merry World, Right Now

The FX and bond markets are trading logically, and any major news or headwind could change trend in the equity markets, and quickly.

The Pen Is Mightier Than the Sword, With the Fed It Just Happens to Be True

The Pen Is Mightier Than the Sword, With the Fed It Just Happens to Be True

Fed speakers are using this opportune time to posit their views.

Markets Focused on Earnings Ahead of the July FOMC Meeting

Markets Focused on Earnings Ahead of the July FOMC Meeting

Whether the U.S. economy warrants a rate cut at this stage of the cycle is perhaps debatable.

Where Is the Value in the Oil Sector?

Where Is the Value in the Oil Sector?

The best way to play this is via refining sector companies with the best earnings leverage.

Beware the Bond Shock on Strong Nonfarm Payrolls

Beware the Bond Shock on Strong Nonfarm Payrolls

The Fed can't justify a rate cut soon on the strong jobs growth data. Expect bond selling and a follow-on hit to equities.

Trump Creates Wild Card for OPEC

Trump Creates Wild Card for OPEC

Petroleum producing nations know supply, but can't figure out demand as U.S. shale, the China trade war and international dealing by Saudi Arabia and Russia come into play.

G-20 Has Come and Gone -- So What Did It Achieve?

G-20 Has Come and Gone -- So What Did It Achieve?

Trump and Xi Jinping met at the G-20 and agreed to meet and continue talks further, but nothing else was said.

The Fed Finally Starts Making Sense, and Here is How to Play It

The Fed Finally Starts Making Sense, and Here is How to Play It

The world needs to accept that relations between the U.S. and China will never be the same, and ultimately counting on the Fed to cut rates is not going to help fundamentals.

Best Asset Class to Own Into the Second Half of 2019

Best Asset Class to Own Into the Second Half of 2019

Cash is king from a risk vs. reward perspective.

Powell Nailed FOMC Press Conference, Ball Is Back in Trump's Court

Powell Nailed FOMC Press Conference, Ball Is Back in Trump's Court

The market is cheering for rates to be cut, but forgets they are being cut on the back of global growth collapsing, which is negative for risk assets.