We have updated our privacy policy and terms & conditions. Find out more here.
6
 

James Picerno

  • Analysis & Opinion

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

The US dollar has not been as strong as it is this morning for ten years following another day of gains yesterday, particularly against the beleaguered European single currency. EUR/USD has not been ...
What should we expect for tomorrow’s February payrolls report from the US Labor Department? As usual, ADP’s estimate of job creation in the private sector offers a valuable clue. The ...
There’s a wide spectrum of economic news on tap for Thursday, including the monthly policy announcements from the Bank of England (12:00 GMT) and the European Central Bank (12:45 GMT), which ...
Payrolls at US companies posted another respectable gain in February, advancing 212,000 over the previous month, according to this morning’s update of the ADP Employment Report. The increase is ...
A recent paper (“Evaluating Trading Strategies”) on the hazards of backtesting in The Journal of Portfolio Management has been receiving a fair amount of attention lately, inspiring some ...
Today’s hard data on Eurozone retail sales will focus attention anew on the mounting evidence that a mild recovery is underway. Later, the US economy is under the microscope with two updates for...
Private nonfarm payrolls in the US are projected to increase by 213,000 (seasonally adjusted) in tomorrow’s February update of the ADP Employment Report, based on The Capital Spectator’s ...
The expected risk premium for the Global Market Index (GMI) increased in the February estimate–the first rise in seven months. GMI — an unmanaged, market-value weighted mix of the major ...
Tuesday’s another busy day for economic releases, including the monthly update on retail sales for Germany. Later, a couple of reports will shape the macro outlook for the US: store sales via ...
February witnessed a bit of mean reversion among the major asset classes as the winners and losers at the extremes in recent history traded places last month. The bearish trend in commodities ...