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Marc Bentin
Aug 7, 20235 min read
Reality Check...
BentinPartner Weekly Last week ended with sentiment impaired following Fitch decision to downgrade the US Sovereign debt rating and the...
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Marc Bentin
Jul 31, 20235 min read
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,...
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Marc Bentin
Jul 24, 20235 min read
Stop ou Encore...
BentinPartner Weekly Global markets remained caught in a tug of war between recession fears (a recession typically leads a 30% equity...
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Marc Bentin
Jun 25, 20234 min read
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...
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Marc Bentin
Jun 19, 20235 min read
FOMO Remains in Charge...
BentinPartner Weekly Last week delivered another strong performance for risk assets with FOMO taking precedence over a hawkish Fed “skip”...
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Marc Bentin
Jun 12, 20236 min read
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...
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Marc Bentin
Jun 5, 20234 min read
Too Many Shorts...
BentinPartner Weekly Optimism ruled throughout most of the past week, enabling stocks to print new highs for the year, starting with...
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Marc Bentin
May 28, 20235 min read
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...
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Marc Bentin
May 20, 20236 min read
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...
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Marc Bentin
Apr 23, 20236 min read
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...
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Marc Bentin
Apr 16, 20238 min read
An Airport or a Lecture ?
BentinPartner Weekly Talks about dedolarisation and its consequences remained topical last week and besides the price action that saw...
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Marc Bentin
Apr 2, 20235 min read
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...
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Marc Bentin
Mar 19, 20236 min read
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...
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Marc Bentin
Mar 13, 20236 min read
Fatal Distraction …
BentinPartner Weekly Last week main event was supposed to be Fed Chair Powell congressional testimony on Monday and Tuesday, followed by...
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Marc Bentin
Mar 5, 20235 min read
How Long Can Stocks Ignore Bonds …
BentinPartner Weekly Last week delivered a tale of two stories starting with the shock and awe of European inflation coming way stronger...
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Marc Bentin
Feb 19, 20238 min read
Climbing Above The Start of The “Death Zone” …
BentinPartner Weekly Looking at what markets delivered last week, we are left wondering if bonds, stocks and commodities shared the same...
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Marc Bentin
Jan 22, 20236 min read
More Short Covering…
BentinPartner Weekly Stocks ended the week in short covering mode, led by the tech-heavy Nasdaq while the Dow Jones lagged. The sentiment...
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Marc Bentin
Jan 15, 20236 min read
Popping Up…
BentinPartner Weekly Markets delivered a second week of very strong performance for risk assets in break-out conditions, suggesting that...
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Marc Bentin
Dec 22, 20226 min read
Merry Christmas and Best Wishes…
BentinPartner Weekly 2022 has been a challenging year for global markets and most investors in a year that delivered the worst of the...
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Marc Bentin
Dec 18, 20226 min read
Softer Inflation & Retail Sales…
BentinPartner Weekly With the exception of a November US inflation report that came on Tuesday slightly softer than expected (0.1% MoM...
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