MB Commodity Corner

MBCC TH 14th Apr'26 - "Why are the S&P 500 and Nasdaq moving back to highs and which sub-sector is really shooting higher? The Bitcoin vs. Gold/Silver trade - what is happening?"

Maleeha Bengali — Tue, 14 Apr 2026 12:01:58 GMT

As the market seems to be getting more numb to the war headlines, there is A LOT coming out behind the scenes, tee’ing up for the Q1’26 reporting season.

What is Iran doing behind the scenes - implications for Dollar/Gold/Bitcoin and OIL - it has planned for all this!

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MBCC TH 13th Apr'26 - "The S&P 500 is only down 0.5% despite peace talks breaking down, what is going on? What does the US blockade of the Strait mean for Oil & the global economy?"

Maleeha Bengali — Mon, 13 Apr 2026 14:03:19 GMT

We tell you exactly what this means and how the clock is ticking over the next 40 days..

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MBCC TH - Weekend update post US/Iran peace talks in Pakistan?

Maleeha Bengali — Mon, 13 Apr 2026 06:12:12 GMT

What was said/asked and not agreed to and what happens next?

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MBCC TH 10th Apr'26 - "All eyes on CPI today as US/Iran head to talks in Pakistan tomorrow - will there be a ceasefire or not? INFLATION is the issue!"

Maleeha Bengali — Fri, 10 Apr 2026 09:57:06 GMT

The market is confused whether or not Iran and US are negotiating or not and if so, who has the upper hand?

All this and more below…what does it mean for assets?

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MBCC TH 9th Apr'26 - "Is it a ceasefire or just buying time, are markets a buy or a sell here? Is Oil going back to highs?"

Maleeha Bengali — Thu, 09 Apr 2026 11:42:24 GMT

So much happening….we look at the specific US macro data along with war headlines to tell you what is mis-priced here now!

NEW TRADES ADDED TODAY!

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MBCC TH - 100 targets went off in Beirut in 10 minutes, IDF is hitting them - what is happening to the a ceasefire?

Maleeha Bengali — Wed, 08 Apr 2026 14:07:43 GMT

There was a ceasefire but IDF / Israel is blasting Beirut in Lebanon, even civilian areas and Iran is hitting Dubai/UAE/Saudi Arabia…

What is going on?

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MBCC TH 8th Apr'26 - "The biggest question on everyone's mind is where and how far does the price of Oil fall now?"

Maleeha Bengali — Wed, 08 Apr 2026 08:08:41 GMT

The answer to this question will determine your asset allocation choice going forward..

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MBCC TH - IRAN AND US AGREE TO A 2 week ceasefire deal, full details below!

Maleeha Bengali — Wed, 08 Apr 2026 00:40:19 GMT

Special on what the terms are and what happens next! Is the Oil flowing?

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MBCC TH - Update on markets/Iran war post the Easter weekend, where do we go?

Maleeha Bengali — Mon, 06 Apr 2026 10:18:48 GMT

A lot of headlines to digest over the Easter weekend, it seems Trump used this holiday period to vent out his frustration (as the market was closed!), but something important was said yesterday…

What to do now?

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MBCC TH - What did Trump say, or rather NOT say last night regarding Iran War?

Maleeha Bengali — Thu, 02 Apr 2026 05:16:06 GMT

Trump may be in need of some serious bipolar medication…but we try to describe it as best we can…Do you speak Trump?

Here is a certain READ BETWEEN THE LINES read through..

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MBCC TH 1st April'26 - Special update on Trump addressing the nation at 9pm ET tonight - what will it be?

Maleeha Bengali — Wed, 01 Apr 2026 07:40:09 GMT

Markets are moving and Trump is expected to address the nation tonight..

THIS IS WHAT IS HAPPENING BEHIND THE SCENES..look at cross asset markets, rather than news headlines as such…

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MBCC TH - What deal did Pakistan & China agree to?

Maleeha Bengali — Tue, 31 Mar 2026 14:36:54 GMT

The all important meeting in China/Pakistan…what did it say?

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MBCC TH 31st Mar'26 - "Does Trump use ground troops to go all-in on Iran, or does he TACO and leave the mess to be cleaned up by the Gulf? Tick tock the Bond market clock is ticking..."

Maleeha Bengali — Tue, 31 Mar 2026 08:24:28 GMT

April 6th deadline looms….The talks hosted in Pakistan are being held as the big meeting is held in China today…

What happens next?

Fundamentals….sentiment…and positioning…..the key is in the small supply chain not replaceable parts…

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MBCC TH 30th Mar'26 - "US 10 year bond yields hitting 4.5%, DXY at 100, Equities below 200 day moving average - it's crunch time, what happens next?"

Maleeha Bengali — Mon, 30 Mar 2026 08:40:30 GMT

What was meant to be a 48 hour operation is now 4 weeks…the clock is ticking and each day shows how fragile the system is…

What are we watching and where does Oil go post events this weekend…

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MBCC TH 27th Mar'26 - "Watch the Bond markets, Trump's ceasefire comments unable to pacify global markets. Equities breaking below 50 day weekly moving average, now what?"

Maleeha Bengali — Fri, 27 Mar 2026 13:31:58 GMT

Bonds are much more important than Equities, as they determine the fate of all assets and businesses…

This war has always been about the dollar swift system and countries obeying to them…

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MBCC TH 25th Mar'26 - "The next 48 hours are critical, what is the US planning and what does it mean for Equities & Commodities, are you ready?"

Maleeha Bengali — Thu, 26 Mar 2026 11:10:18 GMT

There seem be a lot of things brewing in the background into this 5 day deadline which concludes this Saturday.

We go into all the military movements behind the scenes and intelligence reports and then breakdown REAL PHYSICAL MOVEMENTS IN OIL to narrow down the risk/reward.

What does it mean for the S&P 500, Gold, Bitcoin, Oil and Commodities and more…

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MBCC TH 25th Mar'26 - "US 15 point peace plan for Iran, will it work? What is at stake here for Oil, Gold, Equities, Dollar, Bonds and more..."

Maleeha Bengali — Wed, 25 Mar 2026 09:54:01 GMT

It seems a lot of media interviews back and forth about supposed talks with Iran or not….what is happening behind the scenes?

What should investors do with their portfolios?

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MBCC TH 24th Mar'26 - "Gas is more of a concern than Oil into the Iran War - the window for stability is getting narrower as pieces of the Jenga tower are slowly falling out!"

Maleeha Bengali — Tue, 24 Mar 2026 13:37:39 GMT

As the debate on reopening of the Strait of Hormuz goes on, we discuss what is at stake for the world, more than Oil even..Gas!

Risk assets like Bonds/Rates/FX and private credit are all flashing red….So what will it be Trump? SOON global central banks will need to make a decision, but can they afford to?

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MBCC TH - Iran War - Is there a deal or is Trump buying time? Where does Oil go now?

Maleeha Bengali — Mon, 23 Mar 2026 15:06:57 GMT

So much volatility and so many headlines…what is REALLY happening?

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MBCC TH 23rd Mar'26 - "Trump gives Iran a 48 hour deadline, Oil higher for longer and the Fed "put" that may not be available this time as everyone expects!"

Maleeha Bengali — Mon, 23 Mar 2026 08:54:50 GMT

The risk reward scenario has changed massively over the last 3 days and here we discuss what macro markets are flashing and what it means for your portfolio and investments..

The next 48 hours are critical in terms of how markets will need to price in recession/growth/stagflation accordingly.

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