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BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH The market did not need the week end news of the “Operation Epic Fury” to close on a sour and febrile note, dragged down by escalating concerns about the AI impact (so called “AI scare trade”) and the private credit fallout. If anything, the latest military operation could also revive memories of the past (where the initial war related selloff...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH US stocks gained a little over 1% last week despite tech underperforming, more private credit woes, Fed minutes suggesting forthcoming US rate hikes “could” be as likely as rate cuts, war mongering surrounding a possible strike on Iran and Friday’s Supreme Court decision compromising or at least complicating D. Trump’s tariffs policy.   Nasdaq...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report . Have a nice start of the week.   Marc Bentin, Bentinpartner GmbH More tech selling last week erased the SP500 gains for the year, pushing the Nasdaq into negative territory as more investors grew worried that more businesses will be potentially swept aside by new AI applications. What started with software and video companies and their private equity firms’ backers continued last week after Anthropic...