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BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH 2026 started on a particularly sad note, leaving us to share the pain of parents, sisters, brothers, family members and members of the Crans Montana community who were struck by the catastrophe of the bar “Constellation” caused by a criminal, motivated by the sole pursuit of profits at the expense of all other considerations. Th

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH The EU Commission was dealt a 1, 2 and 3 punch last week. - First, it had to backtrack under the economic pressure of a collapsing car industry, on its ban of fossil fueled cars by 2035 . This was by itself a monumental policy inflection imposed on the EU green (and as such incredibly self-harming) agenda compounding the product

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH Over the past week, US stocks dropped marginally and international bond yields grinded higher despite the expected decision of the Federal Reserve to cut Fed Funds by 25bps and the decision to bring back QE and start a monthly purchase of T-bills of USD40bn “…for the purpose of maintaining an ample supply of reserves over time”,

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH US stocks ticked higher for another week, led by strength in tech and utilities, leaving stocks very close to record highs, despite the recent bout of volatility. On the economic side, US consumer spending stalled in September (following a downwardly revised 0.2% advance in August), , suggesting Americans were already stretched

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH US stocks rallied last week on a healthy dose of Fed put as the probability of the Federal Reserve cutting rates this month rose to 83% (from 25%) on dovish Fed talk. This revived expectations for a Santa Claus rally.  Credit spreads also improved. While the Nasdaq surged 5.7% on the week week, outpacing slightly the SP500 and m

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH US stocks saw additional broad-based weakness last week despite a “goldilocks” Nvidia report and anecdotal evidence that the Job market remained resilient last September. Global liquidity conditions and risk appetite were also impaired by a sharp decline in JPY and Japanese bond markets, in response to Japan’s new Prime Minister

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH Last week unwound in a similar way as the week before with a miraculous squeeze that took the markets away from a technical danger zone despite a week marked by building economic and financial troubles. Indicators of risk appetite left scars for the week, with bitcoins   ignoring Friday’s equity markets squeeze, and shedding -14

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH US stocks suffered a mild correction last week (despite a nice late Friday afternoon rally that took all major indices away from near term technical danger zones), still with some bellwether tech names suffering a notable correction as question marks were raised on the sustainability of the AI (especially for Meta and Open AI),

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH Over the past wee, the SP500 added 0.7%, driven by the overall performance of the AI and MAG7 segment while semis surged 3.6%. That said, the equally weighed SP500 dropped -1.7% on the week, trending lower, showing the narrow nature of the outperformance as the same time as Nvidia became the first USD5trn market cap company.  At

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH Major equity markets delivered additional gains last week, supported by more short squeezes, following the publication of a relatively tame US inflation report on Friday and the perspective of the Fed cutting rates this week while favorable prospects for a US-China truce ahead of the coming meeting between US President Trump and

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH US stocks closed the week with additional gains despite kind of freaking out on Thursday after Zions and Western Alliance Bancorp plunged, falling victims of fraud on loans to funds invested in distressed commercial mortgages. Earlier on Tuesday, J. Dimon (CEO of JP Morgan) had warned about “cockroaches” in the credit market dur

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH US stocks suffered a 2% to 3% selloff last week with concerns of the past couple weeks crystalizing that the AI world is moving to a new era of corporate entanglement with Open AI investing tens of billions in AMD in exchange for promises to buy mountains of AMD chips, after Nvidia invested billions in Open AI as well… Some incr

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin,...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin,...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin,...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin,...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin,...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin,...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin,...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin,...