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Marc Bentin
Mar 3, 20245 min read
Total US Debt > $33trn
BentinPartner Daily Lat week’ s set of US economic data delivered the picture of a slowing US economy with rather persistent inflation....
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Marc Bentin
Feb 25, 20246 min read
Nvidia...
BentinPartner Daily US stocks recovered from a tech led selloff on Tuesday when Palo Alto Networks dropped 30%, falling from its pedestal...
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Marc Bentin
Feb 18, 20246 min read
CPI and PPI Picking Up...
BentinPartner Daily Both the CPI and PPI showed inflation picked up last week, showing a reacceleration in inflationary pressures. This...
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Marc Bentin
Feb 11, 20246 min read
Another AI Powered Stock Market Gain....
BentinPartner Daily Primarily focussed on their own optimism, stocks pursued their march higher last week, propelled by more gains in...
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Marc Bentin
Feb 4, 20245 min read
A Confusing Job Report
BentinPartner Daily After an initial selloff, stocks recovered to close the week in the green despite having to contend with Fed Chair...
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Marc Bentin
Jan 29, 20245 min read
Goldilocks or Something Else?
BentinPartner Daily US stocks notched a third week of gains as cooling inflation data (Q4 Core PCE was reported at 2.0%, matching Q3)...
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Marc Bentin
Jan 22, 20246 min read
A From QT to QE Rally?
BentinPartner Daily Morgan Stanley wrote over the week end that “From these (clients) conversations, the primary takeaway is that there’s...
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Marc Bentin
Jan 18, 20246 min read
All A Question of Rates?
BentinPartner Daily (This article was prepared as part of our Daily report sent to subscribers of our premium daily service. To receive...
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Marc Bentin
Dec 18, 20238 min read
An Epic Market Run..
BentinPartner Weekly Last week brought another string of records as the bull stampede continued. Prior to the Fed decision last...
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Marc Bentin
Dec 11, 20236 min read
Central Banks Week Ahead...
BentinPartner Weekly Over the past week, US stocks rose modestly further, supported by Fed pivot expectations and later in the week, by a...
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Marc Bentin
Dec 4, 20237 min read
Gold Back Above 2100... & Bitcoin Above 40'000
BentinPartner Weekly Stocks ended last week, higher for the fifth consecutive week, and posting the best month of November since 1980,...
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Marc Bentin
Nov 27, 20236 min read
Gold Back Above 2000...
BentinPartner Weekly The US witnessed another (holiday shortened) week of stock market gains, pursuing one of the strongest equity...
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Marc Bentin
Nov 20, 20234 min read
Pandas to Return to San Francisco...
BentinPartner Weekly Last week delivered another string of cross asset positive return, jolted by US CPI and PPI, which both dropped...
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Marc Bentin
Nov 13, 20235 min read
Super Mario Warns...
BentinPartner Weekly All major equity indices finished the week with gains and the spread between the tech heavy Nasdaq and the small cap...
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Marc Bentin
Nov 6, 20236 min read
Party Time...
BentinPartner Weekly Short covering, a dovish Fed and a small reduction in the US quarterly refunding enabled US stocks and bonds to post...
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Marc Bentin
Oct 29, 20236 min read
Fed Dovishness Next?
BentinPartner Weekly Last week, Eurozone economic activity took a surprise turn for the worse as demand fell in a broad-based downturn...
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Marc Bentin
Oct 23, 20235 min read
Are Investors Worried Enough?
BentinPartner Weekly All three major US equity indices showed losses for the week. Bonds also got hit with yields rising across the board...
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Marc Bentin
Oct 16, 20235 min read
Another Step Toward International War...
BentinPartner Weekly Last week was marked by mounting geopolitical risks, rising inflation concerns and the beginning of the earnings...
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Marc Bentin
Oct 9, 20235 min read
More Geopolitical chaos...
BentinPartner Weekly Last week started with a better than expected S&P Global US Manufacturing PMI (49.8 vs. 48.9 expected, unchanged...
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Marc Bentin
Oct 2, 20235 min read
25 Years Since LTCM...
BentinPartner Weekly While nervousness showed up in major equity indices last month (with the SP500 dropping -5% in September), one area...
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