Marc Bentin
Fatal Distraction …
BentinPartner Weekly Last week main event was supposed to be Fed Chair Powell congressional testimony on Monday and Tuesday, followed by...
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Marc Bentin
- Mar 5
- 5 min
How Long Can Stocks Ignore Bonds …
BentinPartner Weekly Last week delivered a tale of two stories starting with the shock and awe of European inflation coming way stronger...
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Marc Bentin
- Feb 19
- 8 min
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...
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Marc Bentin
- Jan 22
- 6 min
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...
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Marc Bentin
- Jan 15
- 6 min
Popping Up…
BentinPartner Weekly Markets delivered a second week of very strong performance for risk assets in break-out conditions, suggesting that...
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Marc Bentin
- Dec 22, 2022
- 6 min
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...
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Marc Bentin
- Dec 18, 2022
- 6 min
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...
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Marc Bentin
- Nov 27, 2022
- 6 min
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...
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Marc Bentin
- Nov 13, 2022
- 4 min
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...
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Marc Bentin
- Nov 7, 2022
- 6 min
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...
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Marc Bentin
- Oct 31, 2022
- 6 min
Another Short Covering Episode...
BentinPartner Weekly Stocks climbed the proverbial wall of worries last week, as mostly disappointing earnings from the tech sector were...
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Marc Bentin
- Oct 25, 2022
- 6 min
Let's Talk Pivot...
BentinPartner Weekly Stocks rallied last week on generally better-than-expected earnings reports, signs that inflation starts to moderate...
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Marc Bentin
- Oct 16, 2022
- 7 min
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...
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Marc Bentin
- Oct 9, 2022
- 6 min
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...
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Marc Bentin
- Oct 2, 2022
- 6 min
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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