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"All Roads Lead To Inflation" (Tudor Jones)
BentinPartner Weekly Over the past week, stocks consolidated their recent gains with tech stocks taking the leadership again as safe...
Marc Bentin
Oct 27, 20246 min read
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A Seminal Moment For the New Multipolar World...
BentinPartner Weekly US stocks gained further last week, starting with more good news from Wall Street as Goldman Q3 profits soared 45%...
Marc Bentin
Oct 21, 20247 min read
77 views
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Small Caps are Breaking Out..
BentinPartner Weekly With the exception of health care, all sectors of the SP500 are now trending higher and yesterday’s breakout story...
Marc Bentin
Oct 13, 20244 min read
44 views
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A Stunning (Public Workers) Payrolls Report...
BentinPartner Weekly  US stocks closed last week mostly unchanged with Friday’s stunning beat on US Non-Farm Payrolls serving as the...
Marc Bentin
Oct 6, 20247 min read
64 views
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China Takes a Page Off The Fed/US Treasury's Book...
BentinPartner Weekly   US stocks posted additional marginal gains last week, this time boosted by China borrowing a page of the Western...
Marc Bentin
Sep 29, 20245 min read
55 views
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Fed To Accelerate Easing.....
BentinPartner Weekly Despite some weakness on Friday, US stocks eked out additional gains last week after the Federal Reserve, succumbing...
Marc Bentin
Sep 22, 20246 min read
83 views
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Gold at All-Time Highs.....
BentinPartner Weekly All three major US equity benchmarks posted solid weekly gains last week recovering all of the hard selloff...
Marc Bentin
Sep 15, 20247 min read
82 views
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A Relapse into (Job Market) Weakness...
BentinPartner Weekly Over the past week and after starting with China’s PMI entering contraction territory, several US indicators...
Marc Bentin
Sep 8, 20246 min read
61 views
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Nvidia Disappoints ... Not The Market...
BentinPartner Weekly Last week ended a memorable month of August with additional minor equity markets gains while bonds yields rose in...
Marc Bentin
Sep 2, 20248 min read
84 views
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A Sharp BLS Job Report Revision...
BentinPartner Weekly Over the past week, US stocks completed their turnaround from the beginning of August scare, supported by Fed easing...
Marc Bentin
Aug 24, 20246 min read
29 views
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Last Week Never Happened...
BentinPartner Weekly Global markets’ action was not for the faint-hearted so far in August with last week standing out as greed overcame...
Marc Bentin
Aug 18, 20247 min read
52 views
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Calling For An Emergency Rate Cut...
BentinPartner Weekly On the heels of sharp loses witnessed the previous Friday after a surprisingly weak US job market report, stocks...
Marc Bentin
Aug 11, 20247 min read
55 views
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Bill Dudley Suggests the Fed to Cut in July...
BentinPartner Weekly US stocks started to rally on Monday after President Biden endorsed VP K. Harris to take the baton from him for the...
Marc Bentin
Jul 28, 20245 min read
56 views
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Rotation Under Way...
BentinPartner Weekly At the same time as US stocks hit an all-time high on Tuesday on expectations the Federal Reserve would soon start...
Marc Bentin
Jul 21, 20245 min read
55 views
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If You Cannot Beat Them...
BentinPartner Weekly During a tumultuous week, most US stocks eked additional gains despite a minor setback for large Mag7 stocks which...
Marc Bentin
Jul 14, 20247 min read
71 views
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Gold ETF Outstandings and Price Diverge...
BentinPartner Weekly During a holiday shortened week, US stocks rallied strongly, led for the most part by tech stocks (and tesla in...
Marc Bentin
Jul 7, 20245 min read
105 views
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So Far So Good...
BentinPartner Weekly Stocks ended the quarter with another small string of tech led gains with lots of adverse currents dissimulated by a...
Marc Bentin
Jun 30, 20247 min read
96 views
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A Tale of Two Markets...
BentinPartner Weekly Last week delivered a contrasting picture with US markets posting fresh records (the equal weighed SP500 dropped...
Marc Bentin
Jun 17, 20246 min read
51 views
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ECB and BoC Cut Rates
BentinPartner Weekly Over the past week, Tech and mega cap stocks rallied to new all-time highs with Nvidia becoming a 3trn company after...
Marc Bentin
Jun 9, 20246 min read
5 views
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Weaker US Data...
BentinPartner Weekly Tech stocks managed to close unchanged last week with a last-minute squeeze on Friday but some of the large cap tech...
Marc Bentin
Jun 2, 20245 min read
53 views
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