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Marc Bentin
Nov 27, 20226 min read
Is Chinese Assets Rebound For Real?
BentinPartner Weekly Last week of Thanksgiving was relatively uneventful in markets that were shaped by two events; the publication of...
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Marc Bentin
Nov 13, 20224 min read
Is The Real Pivot on the USD?
BentinPartner Weekly The combination of the lowest US CPI print since January (7.7% yoy vs. 7.9% expected and 8.2% in September), the...
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Marc Bentin
Nov 7, 20226 min read
Fed and BoE Tighten 75bps...
BentinPartner Weekly Stocks rebounded on Friday as the US employment report showed unemployment started to pick up despite a stronger...
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Marc Bentin
Oct 31, 20226 min read
Another Short Covering Episode...
BentinPartner Weekly Stocks climbed the proverbial wall of worries last week, as mostly disappointing earnings from the tech sector were...
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Marc Bentin
Oct 25, 20226 min read
Let's Talk Pivot...
BentinPartner Weekly Stocks rallied last week on generally better-than-expected earnings reports, signs that inflation starts to moderate...
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Marc Bentin
Oct 16, 20227 min read
20- and 30-year UK bond yields hit 20-year highs ...
BentinPartner Weekly Last week delivered another string of extremely volatile trading sessions with stocks dropping for the fifth...
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Marc Bentin
Oct 9, 20226 min read
OPEC vs. Strategic Reserve Fund...
BentinPartner Weekly While market expectations had built early last week about a possible early Central Bank pivot, these hopes were...
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Marc Bentin
Oct 2, 20226 min read
A Tremendous Opportunity...
BentinPartner Weekly Last week concluded another miserable week, month and quarter for financial markets and another bull run for the...
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Marc Bentin
Sep 25, 20226 min read
German PPI Prints Highest Ever...
BentinPartner Weekly Last week, markets were shaken again by coordinated tightening efforts that started on Wednesday with Sweden’s...
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Marc Bentin
Sep 18, 20225 min read
FedEx Sinks...
BentinPartner Weekly Stocks were hit last week by the twin arrows of a hotter than expected August CPI report and from Fedex taking out...
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Marc Bentin
Sep 11, 20227 min read
More Technically Driven Buying...
BentinPartner Weekly Dear Reader, Bulls took charge of the market last week, essentially looking past Central Banks’ signalling of...
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Marc Bentin
Sep 5, 20227 min read
J. Grantham Calls it A Super Bubble Ready To Pop (still)...
BentinPartner Weekly Dear Reader, Last week delivered another string of “risk off” sessions as Euro area inflation accelerated to another...
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Marc Bentin
Aug 29, 20226 min read
Markets Stumble Into Jackson's Hole
BentinPartner Weekly Dear Reader, Jay Powell’s speech at Jackson Hole last Friday may have been brief but was unambiguous, leaving aside...
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Marc Bentin
Aug 21, 20226 min read
Still Technically Bullish but...
BentinPartner Weekly Dear Reader, Equities forfeited all the previous week’s strong gains as de-risking struck across the board, causing...
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Marc Bentin
Aug 14, 20226 min read
Squeezing A Little Longer...
BentinPartner Weekly Dear Reader, The catalyst for last week’s continued rally in risk assets was a lower-than-expected US July CPI print...
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Marc Bentin
Aug 7, 20226 min read
6 Sigma Beat on US Payrolls
BentinPartner Weekly Dear Reader, Friday’s US unemployment data delivered a 6-sigma upside deviation vs. expectations with 528k non-farm...
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Marc Bentin
Jul 31, 20227 min read
Fed Tightens 75bps, Stocks Rally
BentinPartner Weekly Dear Reader, As was widely expected the Fed raised rates by 75bps last Wednesday giving way to a powerful and...
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Marc Bentin
Jul 24, 20228 min read
ECB Raises Rates 50bps and Unleashes More QE
BentinPartner Weekly Dear Reader, The major news from last week was the ECB 50bps rate hike along with the details of its new...
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Marc Bentin
Jun 21, 20225 min read
Bonds Throw A Party (BentinPartner Daily 23-Jun-22 )
BentinPartner Daily Dear Reader, US stocks initially dropped on the first words of J. Powell’s House testimony as he reaffirmed his...
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Marc Bentin
Jun 19, 20225 min read
Stagflation Ahead...
BentinPartner Weekly Dear Reader, Stocks dropped sharply again last week as doubt emerged whether investors need to be scared more of the...
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