<![CDATA[MB Commodity Corner]]>https://www.mbcommoditycorner.comhttps://www.mbcommoditycorner.com/img/substack.pngMB Commodity Cornerhttps://www.mbcommoditycorner.comSubstackTue, 14 Jul 2026 02:40:43 GMT<![CDATA[MBCC TH - Oil up 10% - the Middle East is up in flames again, what is going on?]]>https://www.mbcommoditycorner.com/p/mbcc-th-oil-up-10-the-middle-easthttps://www.mbcommoditycorner.com/p/mbcc-th-oil-up-10-the-middle-eastMon, 13 Jul 2026 18:43:20 GMTSpecial alert!!

Saudi just attacked yemen airport, Houthis are in on the war too now, Red Sea route disturbance? Trump has now gone all in on Iran + taken control of the Strait…

Oil to $100 now?

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]]><![CDATA[MBCC TH 13th Jul'26 - "KOSPI opens down 8% limit down, analysts are still bullish, is the AI debt market about to blow up?"]]>https://www.mbcommoditycorner.com/p/mbcc-th-13th-jul26-kospi-opens-downhttps://www.mbcommoditycorner.com/p/mbcc-th-13th-jul26-kospi-opens-downMon, 13 Jul 2026 11:00:11 GMTWe know how much debt the big Tech companies have taken on, the question is CAN the debt/bond markets handle all this debt? Is the credit market about to freak out?

All eyes on q2 and earnings this week…

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]]><![CDATA[MBCC TH 9th Jul'26 - "Ignore Trump tantrums and US/Iran war daily noise, this is the ONLY chart that matters!"]]>https://www.mbcommoditycorner.com/p/mbcc-th-9th-jul26-ignore-trump-tantrumshttps://www.mbcommoditycorner.com/p/mbcc-th-9th-jul26-ignore-trump-tantrumsThu, 09 Jul 2026 14:23:58 GMTAs people begin wondering whether the war is back on, something else is moving underneath the surface that has WAY MORE ASSET ALLOCATION IMPLICATIONS!

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]]><![CDATA[MBCC TH 8th Jul'26 - "US attacks 80 sites in Iran, Oil up 6%, is the war back on again?"]]>https://www.mbcommoditycorner.com/p/mbcc-th-8th-jul26-us-attacks-80-sitshttps://www.mbcommoditycorner.com/p/mbcc-th-8th-jul26-us-attacks-80-sitsWed, 08 Jul 2026 09:33:30 GMTWhat does this mean for equities/oil and more…

we have been writing about this EXACT THING since this week…

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]]><![CDATA[MBCC TH - "Samsung just recorded the great quarterly profit in tech history, +1,810% y/y, yet stock is down 8%?"]]>https://www.mbcommoditycorner.com/p/mbcc-th-samsung-just-recorded-thehttps://www.mbcommoditycorner.com/p/mbcc-th-samsung-just-recorded-theTue, 07 Jul 2026 12:07:40 GMTThe 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 8%..

Did Samsung just announce the END OF THE SEMIS/HARDWARE bull run?

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]]><![CDATA[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 Oil?"]]>https://www.mbcommoditycorner.com/p/mbcc-th-7th-jul26-uae-pumped-a-recordhttps://www.mbcommoditycorner.com/p/mbcc-th-7th-jul26-uae-pumped-a-recordTue, 07 Jul 2026 08:34:59 GMTMost 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 past month to our clients, calling for lower prices! Now, the numbers are out and this is WHY oil is falling!

Here is what happens now…sign up to read and stay ahead!

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]]><![CDATA[MBCC TH - Portfolio CORE holding ALERT!]]>https://www.mbcommoditycorner.com/p/mbcc-th-portfolio-core-holding-alerthttps://www.mbcommoditycorner.com/p/mbcc-th-portfolio-core-holding-alertMon, 06 Jul 2026 16:22:44 GMTSomething just came out…

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]]><![CDATA[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 spend?"]]>https://www.mbcommoditycorner.com/p/mbcc-th-6th-jul26-are-the-semi-conductorshttps://www.mbcommoditycorner.com/p/mbcc-th-6th-jul26-are-the-semi-conductorsMon, 06 Jul 2026 10:13:23 GMTOPEC announces an increase of 188k bpd of quota increase for August, does this mean MORE oil to come to the market?

What is the trade here in Equities and in Oil?

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]]><![CDATA[MBCC TH 2nd Jul'26 - "The KEY asset to watch here is the DOLLAR/DXY - does it break higher or make new lows!"]]>https://www.mbcommoditycorner.com/p/mbcc-th-2nd-jul26-the-key-asset-tohttps://www.mbcommoditycorner.com/p/mbcc-th-2nd-jul26-the-key-asset-toThu, 02 Jul 2026 09:27:37 GMTThe answer to this question will determine key sector rotation/asset allocation trades….

Sign up to see how we break down cross asset indicators tracking FORWARD MOMENTUM…

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]]><![CDATA[MBCC TH - Special edition - What did Warsh JUST SAY, MBCC called it post FOMC debut, peak hawkishness!]]>https://www.mbcommoditycorner.com/p/mbcc-th-special-edition-what-didhttps://www.mbcommoditycorner.com/p/mbcc-th-special-edition-what-didWed, 01 Jul 2026 16:21:26 GMTFed always LAGS never LEADS..

MBCC wrote a note 2 weeks ago tracking LIVE CROSS ASSET INDICATOR inflation models suggesting why the hawkish shift was just too much too soon…we have been advising our clients to fade that..

Sign up as we call it like it is, not chase headlines!

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]]><![CDATA[MBCC TH 1st Jul'26 - "What do the first 2 weeks of July seasonally mean for Equities? Oil price, why is understanding refining so important as it will determine the new floor!"]]>https://www.mbcommoditycorner.com/p/mbcc-th-1st-jul26-what-do-the-firsthttps://www.mbcommoditycorner.com/p/mbcc-th-1st-jul26-what-do-the-firstWed, 01 Jul 2026 10:59:16 GMTNew quarter new start after a brutal June….but here are few interesting points the market is waiting to see where it goes next!

We breakdown the Oil refining barrel as that is what drives Oil!

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]]><![CDATA[MBCC TH - What is going on in Bitcoin ETFs, and why is $MSTR so cheap? Key here is CAPITAL STRUCTURE ARBITRAGE!]]>https://www.mbcommoditycorner.com/p/mbcc-th-what-is-going-on-in-bitcoinhttps://www.mbcommoditycorner.com/p/mbcc-th-what-is-going-on-in-bitcoinMon, 29 Jun 2026 15:19:11 GMTA lot going on in the capital structuring side, a lot of talk on Saylor selling…we break it down!

What is to do here? Rarely do we get equity debt structure arbitrage….

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]]><![CDATA[MBCC TH 29th Jun'26 - "Why are the markets falling despite war being over - all eyes on Q2 earnings for MAG7, is the AI capex spend over done?"]]>https://www.mbcommoditycorner.com/p/mbcc-th-29th-jun26-why-are-the-marketshttps://www.mbcommoditycorner.com/p/mbcc-th-29th-jun26-why-are-the-marketsMon, 29 Jun 2026 14:55:15 GMTAs we head into the long holiday weekend, the earnings going into q2 will be KEY as all eyes on margins/capex spend and eps growth - is the economy really that strong?

Is Oil cheap or expensive here?

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]]><![CDATA[MBCC TH - Special edition - "Real Vision talk with MBCC on Commodities/Oil/OPEC post US/Iran war and DXY de-dollarisation trade!"]]>https://www.mbcommoditycorner.com/p/mbcc-th-special-edition-real-visionhttps://www.mbcommoditycorner.com/p/mbcc-th-special-edition-real-visionFri, 26 Jun 2026 05:10:49 GMTMBCC sits down with at Real Vision to what is the real macro economic cycle underneath all the Oil price moves and now that the war is over, where do markets/Oil/assets really go?

Full interview for clients below!

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]]><![CDATA[MBCC TH 25th Jun'26 - "Why is the market freaking out, is the cycle over?"]]>https://www.mbcommoditycorner.com/p/mbcc-th-25th-jun26-why-is-the-markethttps://www.mbcommoditycorner.com/p/mbcc-th-25th-jun26-why-is-the-marketThu, 25 Jun 2026 16:58:32 GMTBig wild swings..is the market about to repeat a 2008 moment or is there something else brewing underneath?

WE LOOK AT 20 cross asset indicators and tell you what the theme is!

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]]><![CDATA[MBCC TH 24th Jun'26 - "DXY breaks > 101 as the market worries about Kevin Warsh and the inflation fight, what is going on in Precious Metals?"]]>https://www.mbcommoditycorner.com/p/mbcc-th-24th-jun26-dxy-breaks-101https://www.mbcommoditycorner.com/p/mbcc-th-24th-jun26-dxy-breaks-101Wed, 24 Jun 2026 17:49:11 GMTAs the year started, the market was pricing in rate cuts, then the Iran/US war happened, it is now worried about inflation and RATE RISES! Kevin Warsh was meant to be a puppet of Trump and cut rates, but he instead passed the buck to the new 5 metrics to track data and fighting inflation!

Is he really a hawk or a dove in hawk’s clothing?

Remember markets move, then the Fed follows…BUT NOW…

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]]><![CDATA[MBCC TH 23rd Jun'26 - "China's Deepseek moment hits AI pricing yet again? Something is NOT right in USD/JPY, BoJ alert!"]]>https://www.mbcommoditycorner.com/p/mbcc-th-23rd-jun26-chinas-deepseekhttps://www.mbcommoditycorner.com/p/mbcc-th-23rd-jun26-chinas-deepseekTue, 23 Jun 2026 09:31:39 GMTThe market has been obsessed with inflation last few months, and we have been talking about the underlying deflationary aspect of AI/pricing, as seen MSFT is talking about going with Chinese AI companies which will put pressure on pricing…is this the canary in the coal mine for markets?

And then there is the old time Yen Carry trade….

Are you positioned for what it is to come?

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]]><![CDATA[MBCC TH 22nd Jun'26 - "US issues Iran license to sell Oil, where does Oil go now as OPEC no longer exists?"]]>https://www.mbcommoditycorner.com/p/mbcc-th-22nd-jun26-us-issues-iranhttps://www.mbcommoditycorner.com/p/mbcc-th-22nd-jun26-us-issues-iranMon, 22 Jun 2026 15:53:13 GMTAfter the weekend drama of Iran walking out on US talks, it seems like they have reached the terms.

This is where Oil goes now..implications for all other asset classes like Gold/Bitcoin/Equities/Bonds and more.

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]]><![CDATA[MBCC TH 18th Jun'26 - "So, what do we think about the new Fed chair Warsh, is he the new HAWK or dove in hawk's clothing?"]]>https://www.mbcommoditycorner.com/p/mbcc-th-18th-jun26-so-what-do-wehttps://www.mbcommoditycorner.com/p/mbcc-th-18th-jun26-so-what-do-weThu, 18 Jun 2026 15:11:49 GMTKevin Warsh was chosen to be Trump’s puppet, dovish pick, but instead did he just say what needed to be said to be chosen?

All this and more below..

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]]><![CDATA[MBCC TH - FOMC day with the new Fed, Kevin Warsh, what will he say?]]>https://www.mbcommoditycorner.com/p/mbcc-th-fomc-day-with-the-new-fedhttps://www.mbcommoditycorner.com/p/mbcc-th-fomc-day-with-the-new-fedWed, 17 Jun 2026 18:07:51 GMTFed leaves rates unchanged…BUT the devil is in the detail…read below..

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