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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 is mulling a new set of tougher banking rules to boost the odds that the financial system will remain sufficiently liquid when the next crisis strikes. It’s a worthy goal, ...
Housing starts are expected to total 930,000 in tomorrow’s update for March, based on The Capital Spectator’s median econometric forecast (seasonally adjusted annual rate). The projection represents ...
US industrial production in March is projected to increase by 0.2% vs. the previous month in tomorrow’s release from the Federal Reserve, according to The Capital Spectator’s median econometric ...
The US stock market is nothing if not resilient. There’s no shortage of risks lurking around the world, but the American equity market shows minimal signs of relinquishing its role as the leading ...
The US economic trend has remained positive and relatively steady in recent weeks, based on a markets-based profile of macro conditions. The Macro-Markets Risk Index (MMRI) closed at 9.4% on Monday,...
The latest weakness in the US stock market raises a question: Is this the start of a bear market or just a correction in an ongoing bull market? For the moment, there’s a good case for arguing that ...
US retail sales are expected to rise 0.4% in tomorrow’s March report vs. the previous month, according to The Capital Spectator’s median econometric forecast. The prediction represents a slightly ...
Momentum is a powerful risk factor in the short term (up to around one year), as many studies show. But it can be confusing when it comes to identifying useful signals for portfolio management on a ...
There’s a mildly improving case for thinking that the recent slowdown in economic growth really was a temporary affair due to a harsh winter rather than a deeper cyclical problem. Yes, ...
The Economist reports that “money is leaving emerging markets for riskier bets at the investment frontier.” So-called frontier markets are the new new thing in the frantic search for hot asset ...