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Marc Bentin
Mar 13, 20236 min read
Fatal Distraction …
BentinPartner Weekly Last week main event was supposed to be Fed Chair Powell congressional testimony on Monday and Tuesday, followed by...
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
Marc Bentin
Mar 5, 20235 min read
How Long Can Stocks Ignore Bonds …
BentinPartner Weekly Last week delivered a tale of two stories starting with the shock and awe of European inflation coming way stronger...
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
Marc Bentin
Feb 19, 20238 min read
Climbing Above The Start of The “Death Zone” …
BentinPartner Weekly Looking at what markets delivered last week, we are left wondering if bonds, stocks and commodities shared the same...
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
Marc Bentin
Jan 22, 20236 min read
More Short Covering…
BentinPartner Weekly Stocks ended the week in short covering mode, led by the tech-heavy Nasdaq while the Dow Jones lagged. The sentiment...
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Marc Bentin
Jan 15, 20236 min read
Popping Up…
BentinPartner Weekly Markets delivered a second week of very strong performance for risk assets in break-out conditions, suggesting that...
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
Marc Bentin
Dec 22, 20226 min read
Merry Christmas and Best Wishes…
BentinPartner Weekly 2022 has been a challenging year for global markets and most investors in a year that delivered the worst of the...
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
Marc Bentin
Dec 18, 20226 min read
Softer Inflation & Retail Sales…
BentinPartner Weekly With the exception of a November US inflation report that came on Tuesday slightly softer than expected (0.1% MoM...
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
Marc Bentin
Nov 27, 20226 min read
Is Chinese Assets Rebound For Real?
BentinPartner Weekly Last week of Thanksgiving was relatively uneventful in markets that were shaped by two events; the publication of...
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
Marc Bentin
Nov 13, 20224 min read
Is The Real Pivot on the USD?
BentinPartner Weekly The combination of the lowest US CPI print since January (7.7% yoy vs. 7.9% expected and 8.2% in September), the...
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
Marc Bentin
Nov 7, 20226 min read
Fed and BoE Tighten 75bps...
BentinPartner Weekly Stocks rebounded on Friday as the US employment report showed unemployment started to pick up despite a stronger...
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
Marc Bentin
Oct 31, 20226 min read
Another Short Covering Episode...
BentinPartner Weekly Stocks climbed the proverbial wall of worries last week, as mostly disappointing earnings from the tech sector were...
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
Marc Bentin
Oct 25, 20226 min read
Let's Talk Pivot...
BentinPartner Weekly Stocks rallied last week on generally better-than-expected earnings reports, signs that inflation starts to moderate...
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
Marc Bentin
Oct 16, 20227 min read
20- and 30-year UK bond yields hit 20-year highs ...
BentinPartner Weekly Last week delivered another string of extremely volatile trading sessions with stocks dropping for the fifth...
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
Marc Bentin
Oct 9, 20226 min read
OPEC vs. Strategic Reserve Fund...
BentinPartner Weekly While market expectations had built early last week about a possible early Central Bank pivot, these hopes were...
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Marc Bentin
Oct 2, 20226 min read
A Tremendous Opportunity...
BentinPartner Weekly Last week concluded another miserable week, month and quarter for financial markets and another bull run for the...
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
Marc Bentin
Sep 25, 20226 min read
German PPI Prints Highest Ever...
BentinPartner Weekly Last week, markets were shaken again by coordinated tightening efforts that started on Wednesday with Sweden’s...
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Marc Bentin
Sep 18, 20225 min read
FedEx Sinks...
BentinPartner Weekly Stocks were hit last week by the twin arrows of a hotter than expected August CPI report and from Fedex taking out...
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
Marc Bentin
Sep 11, 20227 min read
More Technically Driven Buying...
BentinPartner Weekly Dear Reader, Bulls took charge of the market last week, essentially looking past Central Banks’ signalling of...
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Marc Bentin
Sep 5, 20227 min read
J. Grantham Calls it A Super Bubble Ready To Pop (still)...
BentinPartner Weekly Dear Reader, Last week delivered another string of “risk off” sessions as Euro area inflation accelerated to another...
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
Marc Bentin
Aug 29, 20226 min read
Markets Stumble Into Jackson's Hole
BentinPartner Weekly Dear Reader, Jay Powell’s speech at Jackson Hole last Friday may have been brief but was unambiguous, leaving aside...
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