Maleeha Bengali – Think Piece

Featuring Maleeha Bengali

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.

Published on
26 April, 2016
Topic
Hard Commodities, Global Outlook, Monetary policy
Duration
18 minutes
Asset class
Commodities, Equities, Currencies
Rating
118

Comments

  • SH

    Shahryar H.

    28 12 2016 13:52

    0       0

    Amazing. She can be my influence.

  • GM

    Gregor M.

    10 5 2016 13:27

    0       0

    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 5 2016 23:01

    0       0

    she needs to be on CNBC same old same old

  • NV

    Nicola V.

    1 5 2016 16:49

    3       0

    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 4 2016 06:25

    2       3

    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.

    29 4 2016 05:31

    9       0

    Can she please just speak a little faster?

  • MB

    Matthias B.

    28 4 2016 23:33

    1       0

    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 4 2016 02:33

    3       0

    Whoah ,slow down a little, I am sure I missed some good points

  • S

    Simon .

    27 4 2016 14:16

    2       0

    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 4 2016 14:01

    4       0

    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 4 2016 11:08

    8       0

    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 4 2016 04:20

    4       1

    So much information in such little time. Excellent

  • CD

    Charles D.

    27 4 2016 01:35

    3       0

    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 4 2016 23:12

    1       0

    rapid fire English .. love the confidence.

  • R

    Ralph .

    26 4 2016 23:00

    3       10

    This Women was not good..

  • NT

    Nicholas T.

    26 4 2016 22:54

    7       4

    she needs to slow done

  • db

    don b.

    26 4 2016 19:38

    2       2

    She is a young Keynesian and will learn a lot as she goes. Hopefully.

  • SS

    Sam S.

    26 4 2016 19:16

    13       0

    Fundamentals well put together. If she could just speak a little faster-----:)

  • TS

    Thomas S.

    26 4 2016 17:20

    2       0

    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 4 2016 15:14

    15       1

    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 4 2016 15:00

    21       6

    Really smart lady - really like hearing from her. Please have her on regularly if possible.

  • KC

    Klendathu C.

    26 4 2016 14:33

    12       0

    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 4 2016 14:25

    6       0

    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?