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MBCC TH 22nd May'26 - "Watch Dollar/Yen, it is time for the BoJ and the Fed to make a decision!"
Japanese bond yields are just not stopping…what can Kevin Warsh or the BoJ do?
May 22
•
Maleeha Bengali
1
MBCC TH 20th May'26 - "Iran's IRGC says 26 ships crossed the Strait of Hormuz in the past 24 hours....what is going on? Is the War over?"
A lot happening in the last 24 hours…here are the BIG changes…
May 20
•
Maleeha Bengali
1
1
MBCC TH 19th May'26 - "Trump called off plans to attack Iran, was it really Gulf pressure or Bond markets?"
Markets have become like a Netflix saga…
May 19
•
Maleeha Bengali
1
MBCC TH 18th May'26 - "Will Trump TACO as US 10 year yields hit 4.6% or will he go ALL IN on Iran as they refuse to back down? EMERGENCY…
The Bond market has always taken Trump hostage, what will he do now after Iran refusing to back down?
May 18
•
Maleeha Bengali
1
MBCC TH 15th May'26 - "Bond markets are BLOWING UP in Japan and US..what is happening?"
Are you ready for what is to come next?
May 15
•
Maleeha Bengali
1
MBCC TH 14th May'26 - "What did Trump achieve in China? Will Iran concede?"
As we get headlines from China summit…what was agreed behind the scenes?
May 14
•
Maleeha Bengali
MBCC TH 12th May'26 - "All eyes on the CPI today as US 10 year Bond markets move above 4.43%! Paging Kevin Warsh?"
As all the focus is on Trump’s meeting with China tomorrow, we focus on the US macro data that is out this week….here is one asset that is flashing red!
May 12
•
Maleeha Bengali
MBCC TH - Key Portfolio Ideas Update...
For paid subscribers only, what we are running and what is our target?
May 11
•
Maleeha Bengali
1
MBCC TH 11th May'26 - "What proposal did Iran come back with and is it good enough?
What was Iran’s response and what does it mean for Trump as heads to China this week for the 14-15th summit?
May 11
•
Maleeha Bengali
MBCC TH 7th May'26 - "Blow off top incoming?Never underestimate the power of short upside calls in the markets!"
What has worked and what has yet to work…
May 7
•
Maleeha Bengali
MBCC TH - Portfolio Update...
For paid subscribers only..
May 7
•
Maleeha Bengali
MBCC TH 6th May'26 - "Pakistan back channels help US/Iran put a 14-point plan to end the war!"
Just as Iran denied hitting UAE yesterday, it seems some false flags were at play, but the US tried one final push Monday morning to break the blockade…
May 6
•
Maleeha Bengali
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