MB Commodity Corner

MBCC TH 29th May'26 - "Has Gold lost its luster?"

Maleeha Bengali — Fri, 29 May 2026 11:21:39 GMT

After the massive outperformance at the start of the year, Gold has been falling despite geopolitical uncertainty around the Iran War….what comes next?

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MBCC TH 28th May'26 - "SpaceX, largest IPO in history around June 12, company valued at north of $1.75 trillion - top for markets?"

Maleeha Bengali — Thu, 28 May 2026 09:25:45 GMT

The market is all about semis now….are earnings keeping pace with valuations?

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MBCC TH 26th May'26 - "Sentiment worsens in the economy as earnings increase, what matters more? Is today like the Dotcom boom or like 2008 bust?

Maleeha Bengali — Tue, 26 May 2026 12:40:54 GMT

We break it down today, as it is not just about charts and prices, it is about entire financial system!

Iran/US - is there a deal or not? Where does Oil go?

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MBCC TH - Portfolio Update on Oil - where does price go now?

Maleeha Bengali — Tue, 26 May 2026 06:52:27 GMT

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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!"

Maleeha Bengali — Fri, 22 May 2026 11:22:36 GMT

Japanese bond yields are just not stopping…what can Kevin Warsh or the BoJ do?

More on the Iranian proposal and what it means for the Oil price…

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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?"

Maleeha Bengali — Wed, 20 May 2026 15:25:56 GMT

A lot happening in the last 24 hours…here are the BIG changes…

WHAT happens next to Equities/Oil and more?

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MBCC TH 19th May'26 - "Trump called off plans to attack Iran, was it really Gulf pressure or Bond markets?"

Maleeha Bengali — Tue, 19 May 2026 10:05:41 GMT

Markets have become like a Netflix saga…

Here is the latest of what happened last night..

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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 ANNOUNCEMENT TONIGHT!"

Maleeha Bengali — Mon, 18 May 2026 08:48:28 GMT

The Bond market has always taken Trump hostage, what will he do now after Iran refusing to back down?

What happens to Oil, Gold and more…

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MBCC TH 15th May'26 - "Bond markets are BLOWING UP in Japan and US..what is happening?"

Maleeha Bengali — Fri, 15 May 2026 08:44:11 GMT

Are you ready for what is to come next?

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MBCC TH 14th May'26 - "What did Trump achieve in China? Will Iran concede?"

Maleeha Bengali — Thu, 14 May 2026 10:12:03 GMT

As we get headlines from China summit…what was agreed behind the scenes?

The ONE MACRO chart that is a ticking bomb for Trump….

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MBCC TH 12th May'26 - "All eyes on the CPI today as US 10 year Bond markets move above 4.43%! Paging Kevin Warsh?"

Maleeha Bengali — Tue, 12 May 2026 09:55:13 GMT

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!

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MBCC TH - Key Portfolio Ideas Update...

Maleeha Bengali — Mon, 11 May 2026 12:15:11 GMT

For paid subscribers only, what we are running and what is our target?

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MBCC TH 11th May'26 - "What proposal did Iran come back with and is it good enough?

Maleeha Bengali — Mon, 11 May 2026 05:15:00 GMT

What was Iran’s response and what does it mean for Trump as heads to China this week for the 14-15th summit?

There are only 2 possibilities now…

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MBCC TH 7th May'26 - "Blow off top incoming?Never underestimate the power of short upside calls in the markets!"

Maleeha Bengali — Thu, 07 May 2026 10:46:59 GMT

What has worked and what has yet to work…

Selection will be key!

Detailed strategy note below, sign up to read as we update our portfolio and core holdings.

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MBCC TH - Portfolio Update...

Maleeha Bengali — Thu, 07 May 2026 09:47:26 GMT

For paid subscribers only..

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MBCC TH 6th May'26 - "Pakistan back channels help US/Iran put a 14-point plan to end the war!"

Maleeha Bengali — Wed, 06 May 2026 14:45:02 GMT

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, which did not work. Pakistan back channels been working over time.

This is what is agreed..

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MBCC TH 5th May'26 - "Earnings revisions making new highs as analysts caught off guard with the underlying strength! Watch US Bonds as more debt issuance is due.."

Maleeha Bengali — Tue, 05 May 2026 20:06:54 GMT

US earnings are off to an incredible start, how are the earnings revisions looking and what is the multiple it is trading on….

THE ONE CHART THAT HAS YET TO REPRICE HIGHER…are you in it? Sign up to see which one…

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MBCC TH 4th May'26 - "Iran attacks UAE again today, missiles intercepted, while US bonds are breaking, what is going on?"

Maleeha Bengali — Mon, 04 May 2026 18:11:27 GMT

We are on the ground in Dubai….reporting now…this is what is happening..

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MBCC TH - Interview with Real Vision, 60 days after the war, what happens next to Oil and Risk Assets? (for paid subscribers only!)

Maleeha Bengali — Fri, 01 May 2026 14:10:45 GMT

Unfiltered discussion about what to do in Oil, Equities, Bonds, FX, geopolitics and more…welcome to the new world order, how does this change your investments?

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MBCC TH 1st May'26 - "Is Trump about to strike Iran again this weekend? What happened to the Japanese Yen and Oil yesterday?"

Maleeha Bengali — Fri, 01 May 2026 12:48:07 GMT

When the Yen gets to a certain level, the BoJ always intervenes. But did they also intervene in the Oil market?

We break down which asset is to benefit next…do you own it into May?

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