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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.

Volatility is starting to creep back into the markets. It’s not obvious from the 30,000-foot view, but a few corners of the global markets are becoming jittery. Exhibit A: US real estate investment ...
When the dust clears from tomorrow’s Fed announcement, the crowd’s expecting that the slow but persistent pace of tapering will endure. While we’re waiting for Wednesday’s monetary statement, revised...
The trend in recent years of securitizing more of the world’s market betas offers investors, in theory, better odds for enhancing risk-adjusted returns. Providing access to a broader set of low and ...
US industrial production in August is projected to increase 0.3% vs. the previous month in tomorrow’s report from the Federal Reserve, according to The Capital Spectator’s median econometric point ...
U.S. retail sales are expected to rise 0.3% in tomorrow’s August report vs. the previous month, according to The Capital Spectator’s median econometric forecast. The prediction reflects an ...
The economic trend for the US remained positive in early September, sticking to readings that are near the highest levels reached so far this year, according to a markets-based estimate of macro ...
Scotland is set to vote next week on independence from the United Kingdom and a new poll gives the pro-independence supporters a small edge for the first time. What’s interesting, and perhaps tragic,...
There’s a spirited debate raging among economists about the long-run potential for growth in the US economy. Among those who expect that the future will suffer a lesser rate of growth is Robert ...
There’s a growing chorus of warnings from the punditocracy that the US stock market is at risk of correcting. It’s easy to understand what’s motivating the advice: a powerful bull market that’s been ...
Private nonfarm payrolls in the US are projected to rise 223,000 (seasonally adjusted) in tomorrow’s August update of the ADP Employment Report, based on The Capital Spectator’s median econometric ...