Nvidia Disappoints ... Not The Market...
BentinPartner Weekly Last week ended a memorable month of August with additional minor equity markets gains while bonds yields rose in...
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Marc Bentin
- Aug 24
- 6 min
A Sharp BLS Job Report Revision...
BentinPartner Weekly Over the past week, US stocks completed their turnaround from the beginning of August scare, supported by Fed easing...
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Marc Bentin
- Aug 18
- 7 min
Last Week Never Happened...
BentinPartner Weekly Global markets’ action was not for the faint-hearted so far in August with last week standing out as greed overcame...
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Marc Bentin
- Aug 11
- 7 min
Calling For An Emergency Rate Cut...
BentinPartner Weekly On the heels of sharp loses witnessed the previous Friday after a surprisingly weak US job market report, stocks...
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Marc Bentin
- Jul 28
- 5 min
Bill Dudley Suggests the Fed to Cut in July...
BentinPartner Weekly US stocks started to rally on Monday after President Biden endorsed VP K. Harris to take the baton from him for the...
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Marc Bentin
- Jul 21
- 5 min
Rotation Under Way...
BentinPartner Weekly At the same time as US stocks hit an all-time high on Tuesday on expectations the Federal Reserve would soon start...
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Marc Bentin
- Jul 14
- 7 min
If You Cannot Beat Them...
BentinPartner Weekly During a tumultuous week, most US stocks eked additional gains despite a minor setback for large Mag7 stocks which...
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Marc Bentin
- Jul 7
- 5 min
Gold ETF Outstandings and Price Diverge...
BentinPartner Weekly During a holiday shortened week, US stocks rallied strongly, led for the most part by tech stocks (and tesla in...
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Marc Bentin
- Jun 30
- 7 min
So Far So Good...
BentinPartner Weekly Stocks ended the quarter with another small string of tech led gains with lots of adverse currents dissimulated by a...
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Marc Bentin
- Jun 17
- 6 min
A Tale of Two Markets...
BentinPartner Weekly Last week delivered a contrasting picture with US markets posting fresh records (the equal weighed SP500 dropped...
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Marc Bentin
- Jun 9
- 6 min
ECB and BoC Cut Rates
BentinPartner Weekly Over the past week, Tech and mega cap stocks rallied to new all-time highs with Nvidia becoming a 3trn company after...
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Marc Bentin
- Jun 2
- 5 min
Weaker US Data...
BentinPartner Weekly Tech stocks managed to close unchanged last week with a last-minute squeeze on Friday but some of the large cap tech...
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Marc Bentin
- May 26
- 5 min
Hawkish Fed & (but?) Strong Nvidia Report
BentinPartner Weekly Global markets were moved by three events last week; the publication of relatively hawkish Fed minutes on Wednesday...
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Marc Bentin
- May 19
- 6 min
"In Gold We Trust"
BentinPartner Weekly Stocks turned into a cartoon early last week after “roaring Kitty”, the retail trading celebrity re-emerged on...
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Marc Bentin
- May 12
- 6 min
US Consumers Growing More Concerned...
BentinPartner Daily Over the past week, stocks posted additional gains despite mixed earnings and more evidence of a slowing economy that...
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Marc Bentin
- May 4
- 6 min
Tapering QT...
BentinPartner Daily Last week ended moderately in the green with an improved (but not entirely cleared yet) technical situation following...
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Marc Bentin
- Apr 14
- 5 min
A Disappointing CPI Print...
BentinPartner Daily After a quiet start of the week, markets received a disappointing CPI print which laid bare the disconnect between a...
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Marc Bentin
- Mar 24
- 8 min
Flying at MAG7-2...
BentinPartner Daily Over the past week, stocks rallied supported by what was deemed to be a dovish J. Powell following last Wednesday’s...
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Marc Bentin
- Mar 17
- 5 min
A Not So Tame Inflation Story...
BentinPartner Daily Over the past week, US stocks posted minor losses with markets still looking more jittery after a second straight...
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Marc Bentin
- Mar 10
- 6 min
A Confusing Job Market...
BentinPartner Daily January Factory orders declining by -3.6% (vs. -2.9% expected and a flat number reported previously) along with...
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