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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.

It’s nearly Halloween, but the frightening rise in US stock market volatility earlier this month is looking less creepy at the moment. In particular, the Volatility Index (VIX) has tumbled ...
If you’re pondering the allure of real estate investment trusts (REITs) these days, consider two attributes of late: strong performance vs. the US stock market and relatively high yields over ...
The Federal Reserve is expected to formally announce the end of QE3 in tomorrow’s FOMC monetary statement. But as quantitative easing (buying assets with newly printed money) fades into the sunset, ...
The recent surge in US stock market volatility has rattled nerves and inspired some analysts to announce that a new bear market has arrived. The warning has resonated a bit deeper in some circles with...
The US economy is on track to expand at a substantially slower pace in the third quarter vs. Q2, according to The Capital Spectator’s median econometric nowcast. Today’s revised GDP estimate for this ...
Healthcare is hot, energy is not. That’s the message in the trailing one-year total return data for ETFs that track the major sectors for the US equity market (see list below for tickers and links). ...
Three economic updates today provide more evidence that moderate growth endures for the U.S. The numbers du jour — weekly jobless claims, the Chicago Fed National Activity Index and Markit’s U.S. ...
Welcome to the big snapback, so far. The prices of risky assets have made a huge U-turn in recent days. Battered and bruised has given way to robust and rising. It may turn out to be a fleeting ...
It’s still touch and go with risk warnings according to stock market volatility, but the ongoing threat pulled back from extreme levels yesterday. The VIX (a measure of the implied volatility of the ...
Economic worries for the global economy are again taking a toll on sentiment these days, but the US macro trend shows few signs of stress, based on data through September. It remains to be seen if the...