BentinPartner Advisers

BentinPartner Weekly Stocks were hit last week by the twin arrows of a hotter than expected August CPI report and from Fedex taking out...

BentinPartner Weekly Dear Reader, Bulls took charge of the market last week, essentially looking past Central Banks’ signalling of...

BentinPartner Weekly Dear Reader, Last week delivered another string of “risk off” sessions as Euro area inflation accelerated to another...

BentinPartner Weekly Dear Reader, Jay Powell’s speech at Jackson Hole last Friday may have been brief but was unambiguous, leaving aside...

BentinPartner Weekly Dear Reader, Equities forfeited all the previous week’s strong gains as de-risking struck across the board, causing...

BentinPartner Weekly Dear Reader, The catalyst for last week’s continued rally in risk assets was a lower-than-expected US July CPI print...

BentinPartner Weekly Dear Reader, Friday’s US unemployment data delivered a 6-sigma upside deviation vs. expectations with 528k non-farm...

BentinPartner Weekly Dear Reader, As was widely expected the Fed raised rates by 75bps last Wednesday giving way to a powerful and...

BentinPartner Weekly Dear Reader, The major news from last week was the ECB 50bps rate hike along with the details of its new...

BentinPartner Daily Dear Reader, US stocks initially dropped on the first words of J. Powell’s House testimony as he reaffirmed his...

BentinPartner Weekly Dear Reader, Stocks dropped sharply again last week as doubt emerged whether investors need to be scared more of the...

BentinPartner Weekly Dear Reader, Last week delivered some brutal trading sessions yet again, ending the period with a storm and sharp...

BentinPartner Weekly Dear Reader, The US Jobs report last Friday showed 390’000 jobs were created in May while the April figure was also...

BentinPartner Weekly Dear Reader, Squeezing The Big Short... With the rejection of the lows printed on Friday last week (the one before...

BentinPartner Weekly Dear Reader, The "New" Gold Narrative is Shot... Last week was again brutal, inflicting US equity indices a seventh...

BentinPartner Weekly Dear Reader, 12 Years Ago... 12 years ago, Ken Rogoff and Carmen Reinhart wrote the book “This time is different”, a...

BentinPartner Weekly Dear Reader, 2021: An Exceptional Year … Last year was exceptional and wild in many respects, driven by the pandemic...

BentinPartner Weekly Dear Reader, Last week brought in a weaker than expected US Q2 GDP growth at 2%, dragged down by supply bottlenecks,...

BentinPartner Weekly Dear Reader, US indices rose to fresh all-time highs last week, propelled by short covering as the recent correction...

BentinPartner Weekly Dear Reader, US Retail sales climbed 5.3% last month (and +7.4% from a year ago) after decreasing 1.0% in December,...