Maleeha Bengali – Think Piece

Published on
April 26th, 2016
Topic
Global Outlook, Monetary policy, Hard Commodities
Duration
18 minutes
Asset class
Equities, Commodities, Currencies

Maleeha Bengali – Think Piece

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Featuring Maleeha Bengali

Published on: April 26th, 2016 • Duration: 18 minutes • Asset Class: Equities, Commodities, Currencies • Topic: Global Outlook, Monetary policy, Hard Commodities

Maleeha Bengali, Founder & Portfolio Manager of MB Commodity Corner, explains why all macro data continue to point to last year's major long-dollar, short-EM trends, explores the opportunities in the oil and gas markets, and lays out why China is the largest risk she foresees in her global commodity framework.

Comments

  • SH
    Shahryar H.
    28 December 2016 @ 13:52
    Amazing. She can be my influence.
  • GM
    Gregor M.
    10 May 2016 @ 13:27
    Seems she looks at commodity markets in a vacuum, would be beneficial to have a broader macro view that includes central bank intervention -clearly has some impact on the dmd/sup. + targets inflation
  • mj
    maria j.
    6 May 2016 @ 23:01
    she needs to be on CNBC same old same old
  • NV
    Nicola V.
    1 May 2016 @ 16:49
    Completely useless to me. Talked so fast, got me frustrated, turned it off. Am sure she has worthwhile things to say but if delivery is not on, what good is it?
  • CP
    Christopher P.
    30 April 2016 @ 06:25
    Very interesting views. It is clear however that her views have no conviction to them. Repeatedly says "if I'm wrong" or "if I get it wrong". Global data has been shocking so what has she missed?
  • SD
    Stephen D. | Contributor
    29 April 2016 @ 05:31
    Can she please just speak a little faster?
  • MB
    Matthias B.
    28 April 2016 @ 23:33
    at times inconsistent in her arguments, especially exposed in her gold ones. which rates are going up, did she miss the negative interest rates?
  • DW
    David W.
    28 April 2016 @ 02:33
    Whoah ,slow down a little, I am sure I missed some good points
  • S
    Simon .
    27 April 2016 @ 14:16
    Hedge funds are getting hammered right now. I assume they pay for the best advise so I assume the best are wrong.
  • bp
    bart p.
    27 April 2016 @ 14:01
    Pretty good, she speaks really fast though haha. Don't agree on gold, gold imo - as Rickards said - is a chameleon. It doesn't always act as a commodity, it's starting to act as money now.
  • TR
    Thomas R.
    27 April 2016 @ 11:08
    I love to hear the counter argument on Gold. It would be great to see a debate between Ms Bengali and Rick Rule. I was impressed that she articulated her downside risk factors so well.
  • DH
    DON H.
    27 April 2016 @ 04:20
    So much information in such little time. Excellent
  • CD
    Charles D.
    27 April 2016 @ 01:35
    As regards the dollar....IMO the IMF is calling the shots now...not CB's...ie: The recent G-20 Shanghai Accord....Currency Wars being put on hold now...
  • ss
    sid s.
    26 April 2016 @ 23:12
    rapid fire English .. love the confidence.
  • R
    Ralph .
    26 April 2016 @ 23:00
    This Women was not good..
  • NT
    Nicholas T.
    26 April 2016 @ 22:54
    she needs to slow done
  • db
    don b.
    26 April 2016 @ 19:38
    She is a young Keynesian and will learn a lot as she goes. Hopefully.
  • SS
    Sam S.
    26 April 2016 @ 19:16
    Fundamentals well put together. If she could just speak a little faster-----:)
  • TS
    Thomas S.
    26 April 2016 @ 17:20
    Wells Fargo has the largest exposure to energy debt. The dollar versus gold play will be interesting. Smart people on both sides. I think RP thinks $ rockets first then gold later if I am not mistaken
  • TS
    Tamas S.
    26 April 2016 @ 15:14
    Really smart Lady with strong opinion, but looks to me bit over confident... I am not quite sure about dollar strength story, but time will tell...
  • RM
    Richard M.
    26 April 2016 @ 15:00
    Really smart lady - really like hearing from her. Please have her on regularly if possible.
  • KC
    Klendathu C.
    26 April 2016 @ 14:33
    Stronger dollar is certainly bad for gold, but also the global economy. Fed rate hikes only exacerbate concerns of shrinking dollar liquidity. This will be an interesting dynamic to watch.
  • KC
    Klendathu C.
    26 April 2016 @ 14:25
    Not worried about energy exposure to US banks but what about European banks, who are not only poorly capitalized but also significantly exposed to a lot of other commodities?

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