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MBCC 31st Oct'25 - "Happy Halloween attack on Venezuela - why is it happening and what does it mean for Oil? We look at behind the scenes…
Why did the S&P 500 sell off hard yesterday, we break down repo markets/sofr funding and what it means for the Fed/markets into Nov - it is ALL VERY…
Oct 31
•
Maleeha Bengali
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MBCC TH Portfolio Update..
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Oct 30
•
Maleeha Bengali
MBCC TH Portfolio Update..
For paid subscribers only…please sign up to see live portfolio updates..
Oct 30
•
Maleeha Bengali
MBCC TH 30th Oct'25 - "Will the Bond vigilantes wake up, do we get a repeat of 2024 post the Fed cuts? Bond markets are MORE important than…
After digesting the moves in $META, $MSFT, and $GOOG…this is what is important to look at - the BOND AND RATES market!
Oct 30
•
Maleeha Bengali
MBCC TH - More FOMC commentary post volatility, is it net positive or negative?
So much volatility around headlines..
Oct 29
•
Maleeha Bengali
MBCC TH - Fed TAPE BOMB!
Another headline hits the tape..
Oct 29
•
Maleeha Bengali
MBCC TH - Breaking news FOMC statement - something new was added to the statement, what does it mean for equities?
This was NOT EXPECTED…..and this is what it means for equities/bonds/etc..
Oct 29
•
Maleeha Bengali
MBCC TH 29th Oct'25 - "What really drives the Fed balance sheet policy and interest rates, it is not inflation nor is it labour market …
We know the justification the Fed gives is just a cover up, we do a deep dive on the metrics that drive their decisions and what it means for assets…
Oct 29
•
Maleeha Bengali
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MB Commodity Corner
Cross-asset analysis that tells you what is mispriced across Commodities, Equities, Bonds, and FX!
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