Marc Bentin
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, 2022
- 6 min
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, 2022
- 5 min
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, 2022
- 7 min
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, 2022
- 7 min
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, 2022
- 6 min
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, 2022
- 6 min
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, 2022
- 6 min
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, 2022
- 6 min
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, 2022
- 7 min
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, 2022
- 8 min
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, 2022
- 5 min
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, 2022
- 5 min
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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Marc Bentin
- Jun 12, 2022
- 5 min
Inflation Soars and Consumer Confidence Sours
BentinPartner Weekly Dear Reader, Last week delivered some brutal trading sessions yet again, ending the period with a storm and sharp...
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Marc Bentin
- Jun 5, 2022
- 5 min
Not A Storm But A Hurricane Coming (J. Dimon)
BentinPartner Weekly Dear Reader, The US Jobs report last Friday showed 390’000 jobs were created in May while the April figure was also...
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Marc Bentin
- May 30, 2022
- 6 min
Squeezing The Big Short...Weekly Review
BentinPartner Weekly Dear Reader, Squeezing The Big Short... With the rejection of the lows printed on Friday last week (the one before...
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Marc Bentin
- May 22, 2022
- 7 min
The New Gold Narrative is Shot...Weekly Review
BentinPartner Weekly Dear Reader, The "New" Gold Narrative is Shot... Last week was again brutal, inflicting US equity indices a seventh...
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Marc Bentin
- Jan 23, 2022
- 7 min
12 Years Ago...
BentinPartner Weekly Dear Reader, 12 Years Ago... 12 years ago, Ken Rogoff and Carmen Reinhart wrote the book “This time is different”, a...
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Marc Bentin
- Jan 1, 2022
- 6 min
Is It Over or What ?
BentinPartner Weekly Dear Reader, 2021: An Exceptional Year … Last year was exceptional and wild in many respects, driven by the pandemic...
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Marc Bentin
- Nov 2, 2021
- 5 min
Meme Pas Peur...
BentinPartner Weekly Dear Reader, Last week brought in a weaker than expected US Q2 GDP growth at 2%, dragged down by supply bottlenecks,...
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