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Marc Bentin
Jan 186 min read
All A Question of Rates?
BentinPartner Daily (This article was prepared as part of our Daily report sent to subscribers of our premium daily service. To receive...
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Marc Bentin
Dec 18, 20238 min read
An Epic Market Run..
BentinPartner Weekly Last week brought another string of records as the bull stampede continued. Prior to the Fed decision last...
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Marc Bentin
Dec 11, 20236 min read
Central Banks Week Ahead...
BentinPartner Weekly Over the past week, US stocks rose modestly further, supported by Fed pivot expectations and later in the week, by a...
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Marc Bentin
Dec 4, 20237 min read
Gold Back Above 2100... & Bitcoin Above 40'000
BentinPartner Weekly Stocks ended last week, higher for the fifth consecutive week, and posting the best month of November since 1980,...
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Marc Bentin
Nov 27, 20236 min read
Gold Back Above 2000...
BentinPartner Weekly The US witnessed another (holiday shortened) week of stock market gains, pursuing one of the strongest equity...
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Marc Bentin
Nov 20, 20234 min read
Pandas to Return to San Francisco...
BentinPartner Weekly Last week delivered another string of cross asset positive return, jolted by US CPI and PPI, which both dropped...
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Marc Bentin
Nov 13, 20235 min read
Super Mario Warns...
BentinPartner Weekly All major equity indices finished the week with gains and the spread between the tech heavy Nasdaq and the small cap...
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Marc Bentin
Nov 6, 20236 min read
Party Time...
BentinPartner Weekly Short covering, a dovish Fed and a small reduction in the US quarterly refunding enabled US stocks and bonds to post...
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Marc Bentin
Oct 29, 20236 min read
Fed Dovishness Next?
BentinPartner Weekly Last week, Eurozone economic activity took a surprise turn for the worse as demand fell in a broad-based downturn...
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Marc Bentin
Oct 23, 20235 min read
Are Investors Worried Enough?
BentinPartner Weekly All three major US equity indices showed losses for the week. Bonds also got hit with yields rising across the board...
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Marc Bentin
Oct 16, 20235 min read
Another Step Toward International War...
BentinPartner Weekly Last week was marked by mounting geopolitical risks, rising inflation concerns and the beginning of the earnings...
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Marc Bentin
Oct 9, 20235 min read
More Geopolitical chaos...
BentinPartner Weekly Last week started with a better than expected S&P Global US Manufacturing PMI (49.8 vs. 48.9 expected, unchanged...
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Marc Bentin
Oct 2, 20235 min read
25 Years Since LTCM...
BentinPartner Weekly While nervousness showed up in major equity indices last month (with the SP500 dropping -5% in September), one area...
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Marc Bentin
Sep 25, 20235 min read
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...
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Marc Bentin
Sep 18, 20237 min read
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...
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Marc Bentin
Sep 11, 20235 min read
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...
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Marc Bentin
Sep 3, 20234 min read
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...
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Marc Bentin
Aug 28, 20236 min read
China Moves Boldly
BentinPartner Weekly J. Powell discarded at Jackson Hole the idea that the Fed would consider raising its inflation target. “Two Percent...
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Marc Bentin
Aug 21, 20236 min read
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...
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Marc Bentin
Aug 14, 20235 min read
(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...
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