We have updated our privacy policy and terms & conditions. Find out more here.
18
 

James Picerno

  • Analysis & Opinion

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

The ISM Manufacturing Index is expected to decline slightly to 56.8 in tomorrow’s update for August vs. the previous month, based on The Capital Spectator’s median econometric point forecast. The ...
Tomorrow’s update on US personal consumption spending for July is expected to show a rise of 0.3% vs. the previous month, based on The Capital Spectator’s median econometric point forecast. That’s a ...
The S&P 500 briefly traded above 2000 yesterday for the first time. The all-time high inspired some analysts to announce (not necessarily for the first time) that the stock market was in bubble ...
Looking for recessions is an obsession for some folks. Every wobbly update, every release of bad news is a new excuse to see trouble around the next bend. But crying 'fire' in the theater of ...
New residential housing construction bounced back in July. Although the consensus forecast was looking for a handsome rebound, the actual results were substantially better than expected. Housing ...
Housing starts are expected to total 937,000 in tomorrow’s update for July, based on The Capital Spectator’s median econometric point forecast (seasonally adjusted annual rate). The projection ...
The last decade or so has witnessed a productive run of research on the ever-topical issue of detecting market bubbles in real time. Quite a lot of attention has recently been focused on a series of ...
US industrial production in June is projected to increase 0.3% vs. the previous month in Friday’s release (Aug. 15) from the Federal Reserve, according to The Capital Spectator’s median econometric ...
US retail sales are expected to rise 0.2% in the July report (scheduled for release on Aug. 13) vs. the previous month, according to The Capital Spectator’s median econometric forecast. The ...
Worrying about risk witnessed a revival last week amid a mix of heightened concerns on geopolitical and economic fronts. But the US stock market, although off its recent highs lately, remains a ...