Marc Bentin
Weekly COT Report
Highlights of last week’s report * Last week’s FX Committment of traders report was mostly uneventful. * The only highlight perhaps was...
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Marc Bentin
- Jan 21, 2018
- 2 min
What A Week It Was...
US stocks yawnwed at threats of a government shutdown on Friday, climbing to a fresh record (+0.6%) on talks of further easing in banking...
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Marc Bentin
- Jan 19, 2018
- 2 min
Confidometer Review
We raised our concerns about a sharp increase in cross asset correlation Yesterday. We are adding rising vols, rising yields, the fact...
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Marc Bentin
- Jan 18, 2018
- 2 min
Daily Close
US Stocks fell, then rallied back only to close slightly lower despite jobless claims falling to their lowest level in 45 years, despite...
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Marc Bentin
- Jan 17, 2018
- 2 min
Daily Close...
Stocks rallied back as if yesterday never happened... even bitcoins. This is more a spasm than a genuine recovery so far in our view (for...
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Marc Bentin
- Jan 17, 2018
- 3 min
What Correlation Tells Us...
Among the things we like to watch to assess global markets conditions, are indicators of speculative positioning, investor confidence an...
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Marc Bentin
- Jan 16, 2018
- 2 min
Daily Close
Bitcoin dropped 25% and Ripple shed 42% as the regulatory clampdown on cryptos intensified in China and North Korea amidst talks of the...
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Marc Bentin
- Jan 14, 2018
- 3 min
The Weekly COT Report
Highlights of last week’s report: * Last week’s FX Committment of traders report reflected a further large increase in the net long...
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Marc Bentin
- Jan 12, 2018
- 2 min
What A Week It Was...
Equities are unstoppable, the dollar is tanking, gold is soaring, and bonds are tumbling... (ZH) BentinPartner Advisers, Basel There is...
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Marc Bentin
- Jan 11, 2018
- 2 min
Daily Close
The Euro rallied across the board and EUR bonds tumbled today after the ECB said in minutes of its December meeting that it was ready to...
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Marc Bentin
- Jan 10, 2018
- 2 min
Daily Close
Past corporate share buybacks and central bank buying are what actually drove stocks higher over the past 10 years ...with retail...
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Marc Bentin
- Jan 10, 2018
- 2 min
Daily Close
While equities started strong, they finished muted by a solid correction in bonds and B. Gross officially calling the bond bear market...
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Marc Bentin
- Jan 9, 2018
- 2 min
The Daily Close
Silent Review BentinPartner Advisers, Basel There is more to our research than the Daily Close, the Confidometer and our blog posts. To...
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Marc Bentin
- Jan 7, 2018
- 2 min
Confidometer Review
Our Confidometer assesses global risk conditions using a mixture of sentiment, option prices, investment flows and margin debt data to...
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Marc Bentin
- Jan 6, 2018
- 2 min
What a Week It Was...
BentinPartner Advisers, Basel There is more to our research than the Daily Close. To receive actionable content, a comprehensive wrap...
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Marc Bentin
- Jan 5, 2018
- 4 min
The Daily Close
* US stocks witnessed another day of gains with the S&P adding +0.4%, ignoring Washington score settling and some of the severely...
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Marc Bentin
- Jan 4, 2018
- 3 min
The Daily Close
* US data were strong yesterday with December car sales pointing at more wealth effects from the run away equity markets gains. ISM...
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Marc Bentin
- Jan 3, 2018
- 3 min
The Daily Close
* US stocks started the year with a bang and the s&p gained +0.7%, supported by more broad dollar weakness. Nasdaq rose 1.7%. Defensive...
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