BentinPartner Advisers

BentinPartner Weekly Last week started with a fairly weak US JOLTS survey report which serves as a trustful leading indicator for the US...

BentinPartner Weekly J. Powell discarded at Jackson Hole the idea that the Fed would consider raising its inflation target. “Two Percent...

BentinPartner Weekly Stocks dropped for another week on more Chinese woes after Zhongzhi, a giant Chinese shadow bank, halted payments to...

BentinPartner Weekly Higher yields caused a second week of losses for global equity markets, with tech losses leading the way as...

BentinPartner Weekly Last week ended with sentiment impaired following Fitch decision to downgrade the US Sovereign debt rating and the...

BentinPartner Weekly Both the Federal Reserve and the ECB tightened monetary policy last week and markets did what they did all year,...

BentinPartner Weekly Global markets remained caught in a tug of war between recession fears (a recession typically leads a 30% equity...

BentinPartner Weekly Last week turned out as a difficult week that saw stocks drop most since March with more economic data pointing...

BentinPartner Weekly Last week delivered another strong performance for risk assets with FOMO taking precedence over a hawkish Fed “skip”...

BentinPartner Weekly While the rally tried to broaden to small caps last week, the US rally of the past three months that has been...

BentinPartner Weekly Optimism ruled throughout most of the past week, enabling stocks to print new highs for the year, starting with...

BentinPartner Weekly Over the past week, the price action remained dominated by runaway gains on AI related stocks that drove tech stocks...

BentinPartner Weekly US stocks posted another week of gains last week, led by the Nasdaq reaching a 13-months high, supported by FOMO...

BentinPartner Weekly Last week turned out to be relatively quiet, ending with little changes and the VIX index dropping further, leading...

BentinPartner Weekly Talks about dedolarisation and its consequences remained topical last week and besides the price action that saw...

BentinPartner Weekly Last week, the Nasdaq closed out its best quarter since 2020, buoyed by bets on big tech companies as the world was...

BentinPartner Weekly Last week alone, the Fed put back on its balance sheet some USD303bn, split evenly between the use of the discount...

BentinPartner Weekly Last week main event was supposed to be Fed Chair Powell congressional testimony on Monday and Tuesday, followed by...

BentinPartner Weekly Last week delivered a tale of two stories starting with the shock and awe of European inflation coming way stronger...

BentinPartner Weekly Looking at what markets delivered last week, we are left wondering if bonds, stocks and commodities shared the same...