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MBCC TH 9th Jul'26 - "Ignore Trump tantrums and US/Iran war daily noise, this is the ONLY chart that matters!"
As people begin wondering whether the war is back on, something else is moving underneath the surface that has WAY MORE ASSET ALLOCATION IMPLICATIONS!
Jul 9
•
Maleeha Bengali
1
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MBCC TH 8th Jul'26 - "US attacks 80 sites in Iran, Oil up 6%, is the war back on again?"
What does this mean for equities/oil and more…
Jul 8
•
Maleeha Bengali
1
MBCC TH - "Samsung just recorded the great quarterly profit in tech history, +1,810% y/y, yet stock is down 8%?"
The most awaited stock/sector is starting to report and Samsung came out with blow out numbers, yet the KOSPI is down 11% and Samsung itself is down…
Jul 7
•
Maleeha Bengali
MBCC TH 7th Jul'26 - "UAE pumped a record of 2.8 mbpd in May, Saudi offers LARGEST discount ever of its Oil to Asia - what is happening in…
Most analysts were wondering why Oil prices were NOT higher given inventories are at all time lows, while we have been reporting ACTUAL flows over the…
Jul 7
•
Maleeha Bengali
MBCC TH - Portfolio CORE holding ALERT!
Something just came out…
Jul 6
•
Maleeha Bengali
1
MBCC TH 6th Jul'26 - "Are the semi conductors giving us a warning signal about what it is to come? Is the AI bubble about to burst on capex…
OPEC announces an increase of 188k bpd of quota increase for August, does this mean MORE oil to come to the market?
Jul 6
•
Maleeha Bengali
MBCC TH 2nd Jul'26 - "The KEY asset to watch here is the DOLLAR/DXY - does it break higher or make new lows!"
The answer to this question will determine key sector rotation/asset allocation trades….
Jul 2
•
Maleeha Bengali
1
MBCC TH - Special edition - What did Warsh JUST SAY, MBCC called it post FOMC debut, peak hawkishness!
Fed always LAGS never LEADS..
Jul 1
•
Maleeha Bengali
1
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MB Commodity Corner
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