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Hawkish Fed & (but?) Strong Nvidia Report
BentinPartner Weekly Global markets were moved by three events last week; the publication of relatively hawkish Fed minutes on Wednesday...
Marc Bentin
May 26, 20245 min read
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"In Gold We Trust"
BentinPartner Weekly Stocks turned into a cartoon early last week after “roaring Kitty”, the retail trading celebrity re-emerged on...
Marc Bentin
May 19, 20246 min read
51 views
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US Consumers Growing More Concerned...
BentinPartner Daily Over the past week, stocks posted additional gains despite mixed earnings and more evidence of a slowing economy that...
Marc Bentin
May 12, 20246 min read
33 views
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Tapering QT...
BentinPartner Daily Last week ended moderately in the green with an improved (but not entirely cleared yet) technical situation following...
Marc Bentin
May 4, 20246 min read
30 views
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A Disappointing CPI Print...
BentinPartner Daily After a quiet start of the week, markets received a disappointing CPI print which laid bare the disconnect between a...
Marc Bentin
Apr 14, 20245 min read
42 views
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Flying at MAG7-2...
BentinPartner Daily Over the past week, stocks rallied supported by what was deemed to be a dovish J. Powell following last Wednesday’s...
Marc Bentin
Mar 24, 20248 min read
59 views
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A Not So Tame Inflation Story...
BentinPartner Daily Over the past week, US stocks posted minor losses with markets still looking more jittery after a second straight...
Marc Bentin
Mar 17, 20245 min read
35 views
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A Confusing Job Market...
BentinPartner Daily January Factory orders declining by -3.6% (vs. -2.9% expected and a flat number reported previously) along with...
Marc Bentin
Mar 10, 20246 min read
49 views
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Total US Debt > $33trn
BentinPartner Daily Lat week’ s set of US economic data delivered the picture of a slowing US economy with rather persistent inflation....
Marc Bentin
Mar 3, 20245 min read
50 views
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Nvidia...
BentinPartner Daily US stocks recovered from a tech led selloff on Tuesday when Palo Alto Networks dropped 30%, falling from its pedestal...
Marc Bentin
Feb 25, 20246 min read
52 views
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CPI and PPI Picking Up...
BentinPartner Daily Both the CPI and PPI showed inflation picked up last week, showing a reacceleration in inflationary pressures. This...
Marc Bentin
Feb 18, 20246 min read
50 views
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Another AI Powered Stock Market Gain....
BentinPartner Daily Primarily focussed on their own optimism, stocks pursued their march higher last week, propelled by more gains in...
Marc Bentin
Feb 11, 20246 min read
58 views
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A Confusing Job Report
BentinPartner Daily After an initial selloff, stocks recovered to close the week in the green despite having to contend with Fed Chair...
Marc Bentin
Feb 4, 20245 min read
60 views
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Goldilocks or Something Else?
BentinPartner Daily US stocks notched a third week of gains as cooling inflation data (Q4 Core PCE was reported at 2.0%, matching Q3)...
Marc Bentin
Jan 29, 20245 min read
51 views
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A From QT to QE Rally?
BentinPartner Daily Morgan Stanley wrote over the week end that “From these (clients) conversations, the primary takeaway is that there’s...
Marc Bentin
Jan 22, 20246 min read
47 views
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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...
Marc Bentin
Jan 18, 20246 min read
58 views
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An Epic Market Run..
BentinPartner Weekly Last week brought another string of records as the bull stampede continued. Prior to the Fed decision last...
Marc Bentin
Dec 18, 20238 min read
41 views
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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...
Marc Bentin
Dec 11, 20236 min read
34 views
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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,...
Marc Bentin
Dec 4, 20237 min read
44 views
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Gold Back Above 2000...
BentinPartner Weekly The US witnessed another (holiday shortened) week of stock market gains, pursuing one of the strongest equity...
Marc Bentin
Nov 27, 20236 min read
42 views
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