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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.

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 ...
US retail sales are expected to rise 0.6% in tomorrow’s June report vs. the previous month, according to The Capital Spectator’s median econometric forecast. The prediction represents a doubling in ...
If you were already skeptical of the quarterly GDP reports as the basis for making informed decisions about investing and business strategy, yesterday’s article from Floyd Norris at The New York ...
The US economic trend remained positive, settling at an average pace for the year to date through July 8, according to markets-based benchmark. The Macro-Markets Risk Index (MMRI) closed at +10.7% ...