Roukaya Ibrahim
Chief StrategistCommodities
Roukaya Ibrahim helps institutional investors navigate the macroeconomic, policy, geopolitical, and thematic forces shaping commodity markets and their implications for… Read More
Roukaya Ibrahim helps institutional investors navigate the macroeconomic, policy, geopolitical, and thematic forces shaping commodity markets and their implications for portfolios.
As BCA Research's Chief Commodity Strategist, Roukaya advises clients on positioning across commodity markets by identifying investment opportunities and risks and translating them into actionable recommendations. Her research focuses on uncovering and reconciling the often-conflicting signals from tactical indicators, cyclical dynamics, and long-term structural trends. She analyzes the forces driving energy, industrial metals, and precious metals markets and helps investors understand their implications for the broader investment landscape.
Before joining BCA Research in 2015, Roukaya worked as an economic analyst at the Central Bank of Egypt and held teaching and research positions at academic institutions in Canada and the United Kingdom. Her insights are regularly featured in global news media.
Roukaya holds an MA in Economics from McGill University. Read Less
As BCA Research's Chief Commodity Strategist, Roukaya advises clients on positioning across commodity markets by identifying investment opportunities and risks and translating them into actionable recommendations. Her research focuses on uncovering and reconciling the often-conflicting signals from tactical indicators, cyclical dynamics, and long-term structural trends. She analyzes the forces driving energy, industrial metals, and precious metals markets and helps investors understand their implications for the broader investment landscape.
Before joining BCA Research in 2015, Roukaya worked as an economic analyst at the Central Bank of Egypt and held teaching and research positions at academic institutions in Canada and the United Kingdom. Her insights are regularly featured in global news media.
Roukaya holds an MA in Economics from McGill University. Read Less
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Matt and Roukaya cover the geopolitical backdrop into US election season, the US-China tariff truce, and the mid-August US-Iran ceasefire deadline. They also discuss oil and commodity prices, whether gold is a buy, and the trends ahead for Australia...29 Jul 2026, 09:00 HKT -
Key Topics: US rates under a Warsh-led Fed; Where G10 central banks diverge from Fed; Global bond markets opportunities; Dollar's path to year-end - currency winners and losers; If US-Iran de-escalation will hold and view on oil.14 Jul 2026 -
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Matt, Roukaya and Robert discussed how the US and Iran may continue negotiations even as they exchange military strikes, how a ceasefire through June and July could only partially restart shipping and, at best, delay inventory drawdowns in oil...02 Jun 2026 -
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Chief Strategist Matt Gertken, Roukaya Ibrahim, Jesse Kuri discussed: Presidents Trump and Xi Jinping agreed to expand their trade truce, as both face challenges, not least in the Strait of Hormuz.But China is not yet willing to apply pressure on...22 May 2026 -
Chief Strategists Marko Papic, Matt Gertken and Roukaya Ibrahim discussed: President Trump heads to China this week for critical talks with Xi Jinping that will focus on the war in Iran and global stability. If the US cannot offer significant...14 May 2026 -
