MB Commodity Corner

MBCC TH 13th Nov’26 - “Oops, what happened to the Dollar, will the Fed hike by 50bps or more?”

Maleeha Bengali's avatar
Maleeha Bengali
Nov 13, 2026
∙ Paid

The market is worried about a slowdown post NVDA 0.00%↑ CEO leaving and AI CAPEX slowdown/circular financing deals + a Fed who may be raising rates looking at data in the rear view mirror!

But QQQ 0.00%↑ closed in the GREEN despite NVDA falling 12%….how come?

All this and more in today’s note!

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