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James Picerno

  • Analysis & Opinion

James Picerno's Opinion & Analysis
A complete archive of James Picerno's articles, including current analysis & opinion.

Private nonfarm payrolls in the US are projected to increase 271,000 (seasonally adjusted) in July over the previous month in tomorrow’s release of the ADP Employment Report, based on The ...
Q2:2014 US GDP Nowcast: +3.2%
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 - Jul 28, 2014
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The US economy is expected to post a substantial rebound in the government’s initial estimate of second-quarter GDP that’s scheduled for release on Wednesday, according to the Capital Spectator’s ...
Housing remains a weak spot for the US economy, as suggested in Thursday’s news of a surprisingly large decline in new home sales for June. The report follows last week’s update on new residential ...
The Federal Reserve’s tapering is underway. The central bank’s quantitative easing (QE) program that generated record levels of monetary liquidity in recent years is on track to fade into history by ...
Some analysts are again projecting that the age of higher interest rates has finally arrived. The Fed is tapering and the US economy is expanding moderately, despite a first-quarter setback. David ...
The three-month average of the Chicago Fed National Activity Index (CFNAI) is expected to decline to +0.10 in tomorrow’s update for June, according to The Capital Spectator’s median econometric ...
There’s still plenty to worry about (or rant about) when it comes to macro analysis, but conspicuous signs of trouble are still the exception for the broad trend. The June update of a diversified set ...
Housing starts are expected to total 1.017 million in tomorrow’s update for June, based on The Capital Spectator’s median econometric point forecast (seasonally adjusted annual rate). The projection ...
US industrial production in June is projected to increase 0.3% vs. the previous month in tomorrow’s release from the Federal Reserve, according to The Capital Spectator’s median econometric forecast....
Risk management doesn’t attract a crowd these days. Diversification and rebalancing? Meshach, Shadrach, and Abednego, say the bulls. It’s all about (positive) momentum. Discussions of tail risk and ...