BentinPartner Advisers

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 slipped early but ultimately recovered most of the initial sharp drop that followed what was, despite everything, a widely anticipated and unanimous Fed decision to raise rates by 25 bps to 4%. Fed Chair Warsh delivered a relatively hawkish and notably brief press conference. The Dow initially fell 1.2% on the announcement, and most S&P...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report. Have a nice start of the week. Marc Bentin, Bentinpartner GmbH Closing a holiday‑shortened week, US stocks gained on Friday, led by technology, seemingly encouraged by a CPI report that was worse on the core front than expected, but perhaps not as bad as feared, with core CPI rising 0.3% MoM compared to 0.2% expected, and with the headline YoY CPI increase coming unchanged and as expected at 3.4%. This...

BentinPartner Weekly Dear Reader, Please find below our latest Weekly Trend Report. Have a nice start of the week. Marc Bentin, Bentinpartner GmbH US equities ended the week essentially unchanged after several sessions that felt both lackluster and uneventful. Once again, bonds dominated the narrative: US Treasury yields climbed another 6 bps to 4.78%, while international government debt posted similar declines, leaving the global fixed‑income backdrop looking increasingly strained....