BentinPartner Advisers

As we suggested yesterday, bad news being no news and good news being… good news, investors snapped up the small (government shutdown...

Highlights of last week’s report * Last week’s FX Committment of traders report was mostly uneventful. * The only highlight perhaps was...

US stocks yawnwed at threats of a government shutdown on Friday, climbing to a fresh record (+0.6%) on talks of further easing in banking...

We raised our concerns about a sharp increase in cross asset correlation Yesterday. We are adding rising vols, rising yields, the fact...

US Stocks fell, then rallied back only to close slightly lower despite jobless claims falling to their lowest level in 45 years, despite...

Stocks rallied back as if yesterday never happened... even bitcoins. This is more a spasm than a genuine recovery so far in our view (for...

Among the things we like to watch to assess global markets conditions,  are indicators of speculative positioning, investor confidence an...

Bitcoin dropped 25% and Ripple shed 42% as the regulatory clampdown on cryptos intensified in China and North Korea amidst talks of the...

Highlights of last week’s report: * Last week’s FX Committment of traders report reflected a further large increase in the net long...

Equities are unstoppable, the dollar is tanking, gold is soaring, and bonds are tumbling... (ZH) BentinPartner Advisers, Basel There is...

The Euro rallied across the board and EUR bonds tumbled today after the ECB said in minutes of its December meeting that it was ready to...

Past corporate share buybacks and central bank buying are what actually drove stocks higher over the past 10 years ...with retail...

While equities started strong, they finished muted by a solid correction in bonds and B. Gross officially calling the bond bear market...

Silent Review BentinPartner Advisers, Basel There is more to our research than the Daily Close, the Confidometer and our blog posts. To...

Our Confidometer assesses global risk conditions using a mixture of sentiment, option prices, investment flows and margin debt data to...

BentinPartner Advisers, Basel There is more to our research than the Daily Close. To receive actionable content, a comprehensive wrap...

* US stocks witnessed another day of gains with the S&P adding +0.4%, ignoring Washington score settling and some of the severely...

* US data were strong yesterday with December car sales pointing at more wealth effects from the run away equity markets gains. ISM...

* US stocks started the year with a bang and the s&p gained +0.7%, supported by more broad dollar weakness. Nasdaq rose 1.7%. Defensive...