BentinPartner Advisers

BentinPartner Weekly Dear Reader, Equities forfeited all the previous week’s strong gains as de-risking struck across the board, causing...

BentinPartner Weekly Dear Reader, The catalyst for last week’s continued rally in risk assets was a lower-than-expected US July CPI print...

BentinPartner Weekly Dear Reader, Friday’s US unemployment data delivered a 6-sigma upside deviation vs. expectations with 528k non-farm...

BentinPartner Weekly Dear Reader, As was widely expected the Fed raised rates by 75bps last Wednesday giving way to a powerful and...

BentinPartner Weekly Dear Reader, The major news from last week was the ECB 50bps rate hike along with the details of its new...

BentinPartner Daily Dear Reader, US stocks initially dropped on the first words of J. Powell’s House testimony as he reaffirmed his...

BentinPartner Weekly Dear Reader, Stocks dropped sharply again last week as doubt emerged whether investors need to be scared more of the...

BentinPartner Weekly Dear Reader, Last week delivered some brutal trading sessions yet again, ending the period with a storm and sharp...

BentinPartner Weekly Dear Reader, The US Jobs report last Friday showed 390’000 jobs were created in May while the April figure was also...

BentinPartner Weekly Dear Reader, Squeezing The Big Short... With the rejection of the lows printed on Friday last week (the one before...

BentinPartner Weekly Dear Reader, The "New" Gold Narrative is Shot... Last week was again brutal, inflicting US equity indices a seventh...

BentinPartner Weekly Dear Reader, 12 Years Ago... 12 years ago, Ken Rogoff and Carmen Reinhart wrote the book “This time is different”, a...

BentinPartner Weekly Dear Reader, 2021: An Exceptional Year … Last year was exceptional and wild in many respects, driven by the pandemic...

BentinPartner Weekly Dear Reader, Last week brought in a weaker than expected US Q2 GDP growth at 2%, dragged down by supply bottlenecks,...

BentinPartner Weekly Dear Reader, US indices rose to fresh all-time highs last week, propelled by short covering as the recent correction...

BentinPartner Weekly Dear Reader, US Retail sales climbed 5.3% last month (and +7.4% from a year ago) after decreasing 1.0% in December,...

BentinPartner Weekly Dear Reader, Risk-on returned with a vengeance last week. Friday’s payrolls report came in weaker than expected...

BentinPartner Weekly Dear Reader, The entire story of the past week was centered on an epic fight between Main and Wall Street traders...

BentinPartner Weekly Dear Reader, In 2008, the US debt/GDP ratio was 41%. In 2019 it reached 87%. In 2020 it crossed 100%, ending at 108%...

BentinPartner Weekly Dear Reader, Over the past week, US stocks shed gains from the first week of the year, dragged down by weaker than...