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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...
Marc Bentin
Feb 20, 20238 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...
Marc Bentin
Jan 23, 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...
Marc Bentin
Jan 16, 20236 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...
Marc Bentin
Dec 23, 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...
Marc Bentin
Dec 19, 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...
Marc Bentin
Nov 28, 20226 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...
Marc Bentin
Nov 14, 20224 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...
Marc Bentin
Nov 7, 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...
Marc Bentin
Nov 1, 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...
Marc Bentin
Oct 25, 20226 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...
Marc Bentin
Oct 17, 20227 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...
Marc Bentin
Oct 10, 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...
Marc Bentin
Oct 3, 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...
Marc Bentin
Sep 26, 20226 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...
Marc Bentin
Sep 19, 20225 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...
Marc Bentin
Sep 12, 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...
Marc Bentin
Sep 5, 20227 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...
Marc Bentin
Aug 29, 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...
Marc Bentin
Aug 22, 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...
Marc Bentin
Aug 15, 20226 min read
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