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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 all about real estate investment trusts (REITs) these days when it comes to bullish performance among the major asset classes via our standard list of ETF proxies for the key slices of ...
The global economy is under pressure these days, suffering from a troubling mix of heightened geopolitical risk and wobbly macro reports. Despite the challenging environment, the US economy still ...
Housing starts are expected to increase to an annual pace of 1.030 million in Tuesday’s update for November, according to The Capital Spectator’s median point forecast for several ...
The Federal Reserve’s policy statement and updated economic forecast due out on Wednesday will be closely read in the wake of last week’s volatile market action – the US stock market...
US industrial production in November is projected to increase 0.3% vs. the previous month in today’s report from the Federal Reserve, according to The Capital Spectator’s median point ...
The Treasury market’s implied inflation forecast continues to fade, dipping to 1.70% Thursday (Dec. 11) — close to a four-year low, based on the yield spread for the nominal 10-year Note ...
The small-cap premium is one of the oldest return anomalies (or risk factors, if you’re so inclined) identified in the research literature. But after decades of analysis and mixed results, the ...
US retail sales are expected to rise 0.2% in tomorrow’s November report vs. the previous month, according to The Capital Spectator’s median point forecast for several econometric ...
Last week’s surprisingly strong gain in November payrolls may be a sign that the US economy is improving, but you wouldn’t know it by looking at the Treasury market. Or would you? Actually, much ...
The great divide between health care and energy in US equities rolls on. Health care shares continue to dominate the recent rally in the US stock market while energy firms remain conspicuous laggards,...