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Marc Bentin
Jul 75 min read
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 307 min read
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 176 min read
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 96 min read
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 25 min read
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 265 min read
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 196 min read
"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 126 min read
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 46 min read
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 145 min read
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 248 min read
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 175 min read
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 106 min read
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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Marc Bentin
Mar 35 min read
Total US Debt > $33trn
BentinPartner Daily Lat week’ s set of US economic data delivered the picture of a slowing US economy with rather persistent inflation....
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Marc Bentin
Feb 256 min read
Nvidia...
BentinPartner Daily US stocks recovered from a tech led selloff on Tuesday when Palo Alto Networks dropped 30%, falling from its pedestal...
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Marc Bentin
Feb 186 min read
CPI and PPI Picking Up...
BentinPartner Daily Both the CPI and PPI showed inflation picked up last week, showing a reacceleration in inflationary pressures. This...
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Marc Bentin
Feb 116 min read
Another AI Powered Stock Market Gain....
BentinPartner Daily Primarily focussed on their own optimism, stocks pursued their march higher last week, propelled by more gains in...
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Marc Bentin
Feb 45 min read
A Confusing Job Report
BentinPartner Daily After an initial selloff, stocks recovered to close the week in the green despite having to contend with Fed Chair...
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Marc Bentin
Jan 295 min read
Goldilocks or Something Else?
BentinPartner Daily US stocks notched a third week of gains as cooling inflation data (Q4 Core PCE was reported at 2.0%, matching Q3)...
51 views0 comments
Marc Bentin
Jan 226 min read
A From QT to QE Rally?
BentinPartner Daily Morgan Stanley wrote over the week end that “From these (clients) conversations, the primary takeaway is that there’s...
47 views0 comments
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