Marc Bentin
A Risk Out Week...
BentinPartner Weekly Over the past week, risk assets sold off as the mood was soured for the most part after the FOMC meeting which...
top of page
Search
Marc Bentin
- Sep 18
- 7 min
If I Were You, I Would Not Start From Here...
BentinPartner Weekly US inflation accelerated at the fastest rate in more than a year last month with August inflation rising 0.6% MoM...
54 views0 comments
Marc Bentin
- Sep 11
- 5 min
AAPL Gets in China's Crosshair
BentinPartner Weekly Equities traded softer last week on the combination of higher bond yields and commodities while tech darlings also...
41 views0 comments
Marc Bentin
- Sep 3
- 4 min
JOLTS, ADP and US Payrolls Pointing Downwards
BentinPartner Weekly Last week started with a fairly weak US JOLTS survey report which serves as a trustful leading indicator for the US...
29 views0 comments
Marc Bentin
- Aug 28
- 6 min
China Moves Boldly
BentinPartner Weekly J. Powell discarded at Jackson Hole the idea that the Fed would consider raising its inflation target. “Two Percent...
34 views0 comments
Marc Bentin
- Aug 21
- 6 min
Preparing For The Fourth Turn ?
BentinPartner Weekly Stocks dropped for another week on more Chinese woes after Zhongzhi, a giant Chinese shadow bank, halted payments to...
36 views0 comments
Marc Bentin
- Aug 14
- 5 min
(Magic Carpet) (Hard or Soft) Landing...
BentinPartner Weekly Higher yields caused a second week of losses for global equity markets, with tech losses leading the way as...
17 views0 comments
Marc Bentin
- Aug 7
- 5 min
Reality Check...
BentinPartner Weekly Last week ended with sentiment impaired following Fitch decision to downgrade the US Sovereign debt rating and the...
30 views0 comments
Marc Bentin
- Jul 31
- 5 min
Riding A Magic Carpet...
BentinPartner Weekly Both the Federal Reserve and the ECB tightened monetary policy last week and markets did what they did all year,...
44 views0 comments
Marc Bentin
- Jul 24
- 5 min
Stop ou Encore...
BentinPartner Weekly Global markets remained caught in a tug of war between recession fears (a recession typically leads a 30% equity...
30 views0 comments
Marc Bentin
- Jun 25
- 4 min
Excuse My French...
BentinPartner Weekly Last week turned out as a difficult week that saw stocks drop most since March with more economic data pointing...
45 views0 comments
Marc Bentin
- Jun 19
- 5 min
FOMO Remains in Charge...
BentinPartner Weekly Last week delivered another strong performance for risk assets with FOMO taking precedence over a hawkish Fed “skip”...
53 views0 comments
Marc Bentin
- Jun 12
- 6 min
Technically Bullish but Fundamentally Bearish...
BentinPartner Weekly While the rally tried to broaden to small caps last week, the US rally of the past three months that has been...
30 views0 comments
Marc Bentin
- Jun 5
- 4 min
Too Many Shorts...
BentinPartner Weekly Optimism ruled throughout most of the past week, enabling stocks to print new highs for the year, starting with...
34 views0 comments
Marc Bentin
- May 28
- 5 min
Raising the Debt Ceiling (for the 78th time)...
BentinPartner Weekly Over the past week, the price action remained dominated by runaway gains on AI related stocks that drove tech stocks...
38 views0 comments
Marc Bentin
- May 20
- 6 min
AI Fomo + Likely Fed pause Drive Stocks Higher
BentinPartner Weekly US stocks posted another week of gains last week, led by the Nasdaq reaching a 13-months high, supported by FOMO...
47 views0 comments
Marc Bentin
- Apr 23
- 6 min
Another Debt Ceiling Theater...
BentinPartner Weekly Last week turned out to be relatively quiet, ending with little changes and the VIX index dropping further, leading...
13 views0 comments
Marc Bentin
- Apr 16
- 8 min
An Airport or a Lecture ?
BentinPartner Weekly Talks about dedolarisation and its consequences remained topical last week and besides the price action that saw...
14 views0 comments
Marc Bentin
- Apr 2
- 5 min
Sharp Deceleration Ahead …
BentinPartner Weekly Last week, the Nasdaq closed out its best quarter since 2020, buoyed by bets on big tech companies as the world was...
27 views0 comments
Marc Bentin
- Mar 19
- 6 min
No Hike Won't Hurt …
BentinPartner Weekly Last week alone, the Fed put back on its balance sheet some USD303bn, split evenly between the use of the discount...
19 views0 comments
bottom of page