<![CDATA[MB Commodity Corner]]>

<![CDATA[MB Commodity Corner]]>https://www.mbcommoditycorner.comhttps://www.mbcommoditycorner.com/img/substack.pngMB Commodity Cornerhttps://www.mbcommoditycorner.comSubstackMon, 12 Oct 2026 17:20:04 GMT<![CDATA[MBCC TH 9th Oct’26 - “Could Trump attack Iran prior to the US/Israeli elections? How is Q3’26 earnings shaping out to be - AI worries?”]]>https://www.mbcommoditycorner.com/p/mbcc-th-9th-oct26-could-trump-attackhttps://www.mbcommoditycorner.com/p/mbcc-th-9th-oct26-could-trump-attackFri, 09 Oct 2026 10:32:20 GMTThe world is in a geopolitical chaos with Saudi Arabia being attacked on a daily basis with Houthis hurting Riyadh, with flights being cancelled, despite help from Pakistan/Turkey - what is going on in the Middle East?

We have Israeli elections/US mid terms - what happens to the Oil price?

A look at how earnings are shaping up to be will be key as many investors are worried about Anthropic valuation/revenues and AI - will market continue to go higher?

]]><![CDATA[MBCC TH - Portfolio Update..]]>https://www.mbcommoditycorner.com/p/mbcc-th-portfolio-update-d12https://www.mbcommoditycorner.com/p/mbcc-th-portfolio-update-d12Thu, 08 Oct 2026 13:58:35 GMTThis is the biggest indicator!

]]><![CDATA[MBCC TH 8th Oct’26 - “Is Europe debt market going through a crisis as French bond spreads are at widest levels?”]]>https://www.mbcommoditycorner.com/p/mbcc-th-8th-oct26-is-europe-debthttps://www.mbcommoditycorner.com/p/mbcc-th-8th-oct26-is-europe-debtThu, 08 Oct 2026 13:11:07 GMTBonds, Bonds, Global Bonds…that is all that matters now. What is credit doing?

]]><![CDATA[MBCC TH 6th Oct’26 - “Saudi reduces its Oil pricing to Asia, why, what is going on with Chinese demand?”]]>https://www.mbcommoditycorner.com/p/mbcc-th-6th-oct26-saudi-reduces-itshttps://www.mbcommoditycorner.com/p/mbcc-th-6th-oct26-saudi-reduces-itsTue, 06 Oct 2026 11:53:33 GMTThe answer to every asset class now lies in the price of Oil!

We break the physical market flow and numbers down to tell you where it goes next!

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]]><![CDATA[MBCC TH 5th Oct’26 - “What does October hold for markets, the war, and the Fed?”]]>https://www.mbcommoditycorner.com/p/mbcc-th-5th-oct26-what-does-octoberhttps://www.mbcommoditycorner.com/p/mbcc-th-5th-oct26-what-does-octoberMon, 05 Oct 2026 11:51:22 GMTFOMC in October, will they raise rates or not?

Iran War, do we re-escalate into the midterms or stand down?

Do markets keep grinding higher and if so, which sector stand to benefit?

]]><![CDATA[MBCC TH 2nd Oct’26 - “Oil market, what does Trump need to do now?”]]>https://www.mbcommoditycorner.com/p/mbcc-th-2nd-oct26-oil-market-whathttps://www.mbcommoditycorner.com/p/mbcc-th-2nd-oct26-oil-market-whatFri, 02 Oct 2026 09:16:04 GMTAs Trump sends 3rd carrier ship to the Middle East and another 10k troops, 3 incidents blamed on Iran/allies in the last 48 hours, where does Oil go next?

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]]><![CDATA[MBCC TH 1st Oct’26 - “Bonds Bonds Bonds, it all boils down to yields now!”]]>https://www.mbcommoditycorner.com/p/mbcc-th-1st-oct26-bonds-bonds-bondshttps://www.mbcommoditycorner.com/p/mbcc-th-1st-oct26-bonds-bonds-bondsThu, 01 Oct 2026 13:11:17 GMTIt is all connected, the Dollar, the Bonds and the Oil price.

We discuss QUARTER END pension selling and what to expect in q4.

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]]><![CDATA[MBCC TH 30th Sep’26 - “It is all about the Bonds! Is AI about to crack as breadth weakens underneath the hood?”]]>https://www.mbcommoditycorner.com/p/mbcc-th-30th-sep26-it-is-all-abouthttps://www.mbcommoditycorner.com/p/mbcc-th-30th-sep26-it-is-all-aboutWed, 30 Sep 2026 07:44:58 GMTMarkets only 2% off the highs, yet breadth is super weak as Bond yields make new highs and Oil shows no signs of retreating fully yet?

]]><![CDATA[MBCC TH 28th Sep’26 - “Trump rejects Iran deal, Oil up 4% and US 10 year yields too - check mate?”]]>https://www.mbcommoditycorner.com/p/mbcc-th-28th-sep26-trump-rejectshttps://www.mbcommoditycorner.com/p/mbcc-th-28th-sep26-trump-rejectsMon, 28 Sep 2026 12:35:19 GMTWhat happens next after the BIG UN MEETING last week?

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]]><![CDATA[MBCC TH 25th Sep’26 - “Did anything come out of the Xi/Trump meeting at the WH last night? We discuss behind the scenes below..”]]>https://www.mbcommoditycorner.com/p/mbcc-th-25th-sep26-did-anything-comehttps://www.mbcommoditycorner.com/p/mbcc-th-25th-sep26-did-anything-comeFri, 25 Sep 2026 09:58:07 GMTThere is a lot happening and we look at how the cross assets are moving with respect to reading between the lines..

What happens next? How to be positioned in Oil/Equities and more..

]]><![CDATA[MBCC TH 24th Sep’26 - “US economic data is coming in hot taking US 10 year yields to ABOVE 5% - is the Fed in trouble?”]]>https://www.mbcommoditycorner.com/p/mbcc-th-24th-sep26-us-economic-datahttps://www.mbcommoditycorner.com/p/mbcc-th-24th-sep26-us-economic-dataThu, 24 Sep 2026 13:36:52 GMTBessent cannot have his cake and it too, either US economy does well and yields move higher OR we see a recession and yields move down - what will it be?

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]]><![CDATA[MBCC TH 23rd Sep’26 - “The Commodity market never lies, Equities always lag..why did Oil fall when diesel is so short?”]]>https://www.mbcommoditycorner.com/p/mbcc-th-23rd-sep26-the-commodityhttps://www.mbcommoditycorner.com/p/mbcc-th-23rd-sep26-the-commodityWed, 23 Sep 2026 12:09:59 GMTCOMMODITY MARKET FLOWS NEVER LIE…Follow the molecule, not the headline..

MBCC breaks it down, sign up to read how we look at trends in Commodity markets BEFORE Equity market does! Where is Oil going?

Sign up for just $99/month, guaranteed no sell side bank covers it this way!

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]]><![CDATA[MBCC TH - Where does Oil go now? Trump/Leaders at the UN meeting today...]]>https://www.mbcommoditycorner.com/p/mbcc-th-where-does-oil-go-now-trumpleadershttps://www.mbcommoditycorner.com/p/mbcc-th-where-does-oil-go-now-trumpleadersTue, 22 Sep 2026 15:45:11 GMTSpecial edition on Oil price and Iran war escalation or deal in the making?

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]]><![CDATA[MBCC TH 21st Sep’26 - “Trump flip flops, does the US attack the Houthis or do Arab Leaders reach a truce with Iran?”]]>https://www.mbcommoditycorner.com/p/mbcc-th-21st-sep26-trump-flip-flopshttps://www.mbcommoditycorner.com/p/mbcc-th-21st-sep26-trump-flip-flopsMon, 21 Sep 2026 09:10:49 GMTSunday headlines were filled with Trump first suggesting he is preparing military strikes against Houthis in Yemen, followed by a complete 180 last night saying, he has decided to call it off last minute..

What is US playing at? Why does this matter for Oil/Petrodollar/Swift/China/BRICS and more..

]]><![CDATA[MBCC TH 18th Sep’26 - “UN meeting next week is KEY, will Trump & GCC countries go all into beat Iran or negotiate? Why is the market up POST Fed raising rates?”]]>https://www.mbcommoditycorner.com/p/mbcc-th-18th-sep26-un-meeting-nexthttps://www.mbcommoditycorner.com/p/mbcc-th-18th-sep26-un-meeting-nextFri, 18 Sep 2026 09:57:17 GMTMost were thinking markets would fall post the Fed first rate hike in years, instead it is up!!

ALSO KEY SIGNALS FROM THE PHYSICAL OIL MARKETS - FLOW SAYS IT ALL! If you know where Oil goes, you know where Bonds/Equities go - so what will it be?

Detailed note today with updated live portfolio for clients!

]]><![CDATA[MBCC TH 17th Sep’26 - “Is Oil going to $200/bbl as there is no more Diesel left?”]]>https://www.mbcommoditycorner.com/p/mbcc-th-17th-sep26-is-oil-going-tohttps://www.mbcommoditycorner.com/p/mbcc-th-17th-sep26-is-oil-going-toThu, 17 Sep 2026 07:54:22 GMTDiesel prices are hitting highs of $7-9/gallon in parts of the US with pumps showing signs “no more diesel”..

What is going on? Where does Oil go now and what does this mean for the Fed and the Dollar?

Sign up to read how we track REAL PHYSICAL MARKET OIL MOVEMENTS to tell you where it goes..

]]><![CDATA[MBCC TH - Fed raises rates by 25bps, but what did WARSH really say?]]>https://www.mbcommoditycorner.com/p/mbcc-th-fed-raises-rates-by-25bpshttps://www.mbcommoditycorner.com/p/mbcc-th-fed-raises-rates-by-25bpsWed, 16 Sep 2026 19:07:44 GMTAs expected, rates rise by 25bps…but what happens next?

]]><![CDATA[MBCC TH - Real Vision Interview on Commodities/Equities/Macro for paid subscribers..]]>https://www.mbcommoditycorner.com/p/mbcc-th-real-vision-interview-onhttps://www.mbcommoditycorner.com/p/mbcc-th-real-vision-interview-onWed, 16 Sep 2026 12:40:17 GMTMBCC sat down with Ash Bennington this week to discuss:

Where do we see Oil price going and how the war progresses/ends? Is the diesel market doomed?
What will Fed do with interest rates as we head into the FOMC today, will they raise or not? If they do, what will it mean for markets? What is Fed’s end goal?
How is Gold and Silver connected to all of this? Is Bitcoin waking up or about to take a new leg down?
The map of the Middle East is changing, alliances, and geopolitics as Saudi Arabia is losing hold of its Oil revenues/Yemen.

We are in unchartered territory as financial/political/economic models are changing!

Subscribe to hear how we position ourselves and what our macro indicators telling us right now?

]]><![CDATA[MBCC TH - What to do in Gold?]]>https://www.mbcommoditycorner.com/p/mbcc-th-what-to-do-in-gold-697https://www.mbcommoditycorner.com/p/mbcc-th-what-to-do-in-gold-697Tue, 15 Sep 2026 17:22:22 GMTAre rates going up, gold done for now or new highs?

]]><![CDATA[MBCC TH Special Edition on Oil and Bond Yields - chicken and the egg problem?]]>https://www.mbcommoditycorner.com/p/mbcc-th-special-edition-on-oil-andhttps://www.mbcommoditycorner.com/p/mbcc-th-special-edition-on-oil-andTue, 15 Sep 2026 15:11:35 GMTDiesel cracks at all time highs, Saudi infrastructure breaking, no more Yanbu pipeline shipments of 5 mbpd, what is next for Oil?

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