Archive - MB Commodity Corner

MBCC TH - Fed raises rates by 25bps, but what did WARSH really say?

As expected, rates rise by 25bps…but what happens next?

3 hrs ago • Maleeha Bengali

MBCC TH - Real Vision Interview on Commodities/Equities/Macro for paid subscribers..

MBCC sat down with Ash Bennington this week to discuss:

10 hrs ago • Maleeha Bengali

MBCC TH - What to do in Gold?

Are rates going up, gold done for now or new highs?

Sep 15 • Maleeha Bengali

MBCC TH Special Edition on Oil and Bond Yields - chicken and the egg problem?

Diesel cracks at all time highs, Saudi infrastructure breaking, no more Yanbu pipeline shipments of 5 mbpd, what is next for Oil?

Sep 15 • Maleeha Bengali

MBCC TH 14th Sep’26 - “Will Warsh blink and raise rates? Saudi closing its Yanbu pipeline that is about 4 mbpd of Oil lost, where does it go…

Super important week as the market worries about AI capex with Fed looking to raise rates for the first time just when Oil prices are hitting …

Sep 14 • Maleeha Bengali

MBCC TH 11th Sep’26 - “All eyes on the CPI, is it really just about ONE print?”

The Bond markets are testing Warsh’s resolve….and Bessent’s….

Sep 11 • Maleeha Bengali

MBCC TH 10th Sep’26 - “Saudi urgently call on Mecca Pact asking Pakistan to help fight against the Houthis as they lose control of Yemen, …

The civil war that began in Yemen in 2014, has now seen Houthis reclaim most of the land/control back from international recognised government and…

Sep 10 • Maleeha Bengali

MBCC TH - Portfolio Update...

For paid subscribers only..

Sep 8 • Maleeha Bengali

MBCC TH portfolio update...

For paid subscribers..

Sep 8 • Maleeha Bengali

MBCC TH Special Edition - Will the Fed raise rates at the September FOMC or no?

So much talk about inflation, core vs.

Sep 8 • Maleeha Bengali

MBCC TH 8th Sep’26 - “Now even the Houthis are targeting refineries after Ukraine - the issue is PRODUCT SHORTAGE, not Oil - can someone let…

All hell seems to have broken loose over the weekend as the Houthis have launched some serious attacks on the Saudi economic and energy infrastructure…

Sep 8 • Maleeha Bengali

MBCC TH - Payrolls better, will the Fed raise now?

So much debate about this and next week’s data….

Sep 4 • Maleeha Bengali

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