Maleeha Bengali is CEO of MB Commodities Capital, based in London.
Royal Dutch Shell and Total boast solid balance sheets, high free-cash-flow generation, top-quartile production growth and attractive valuations.
Doctor Copper is still a harbinger of global economic health -- keep a close eye on copper prices as the trade war marches on.
With Vale's Brucutu mine offline, the three remaining miners are churning more cash, making them attractive investments.
Equity markets can continue to move up and regain lost performance -- valuations are supportive and company's earnings are not as bad as feared.
Rate increases are off the table for now, balance sheet normalization is on hold, and potentially the groundwork is laid for the next round of quantitative easing.
Even if Maduro steps down or is forced out, it will take years to rebuild the country's oil industry.
Central banks keep coming into to support markets, but this is going to be a volatile week.
Until the earnings blackout period ends and trade talks conclude with China, we are in a news vacuum that could cause the market to stagnate and drift lower.
With no resolution yet to the Trade War, investors have no choice but to focus on the weakening trend evident in Chinese data.
Rather than try to understand the inner workings of politicians, focus on earnings and fundamentals.
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