James Picerno

  • Analysis & Opinion

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

Macro Markets Risk Index: US Business Cycle Risk Is Elevated US economic risk increased at the end of August, according to a markets-based estimate of macro conditions. The Macro-Markets Risk Index ...
The ISM Manufacturing Index is expected to tick higher to 53.0 in tomorrow’s update for August vs. the previous month, based on The Capital Spectator’s average point forecast for several ...
Fed Vice Chairman Stanley Fischer over the weekend laid out the rationale for raising interest rates in the near future, perhaps as early as next month. His reasoning boils down to two main arguments....
The inflation trend in the Eurozone is in focus today via the flash release of consumer price data for August. Later, a couple of US releases will offer early clues for profiling economic activity in ...
Treasury yields held on to their modest rebound this week through Thursday’s close, ahead of the Federal Reserve annual conference that begins today in Jackson Hole, Wyoming. No doubt the ...
The only thing worse than crumbling stock prices is a market slide that’s accompanied by a contracting economy. The US has witnessed the former recently, but it’s not obvious that the ...
Thursday is the busiest day this week for economic releases, including the monthly update on money supply data for the Eurozone. Later, two US updates will offer deeper insight into the strength of ...
The US stock market couldn’t hold on to its snap-back rally in early trading on Tuesday, but Treasury yields posted a sharp U-turn yesterday (Aug. 25). For a day, at least, the notion that the ...
The UK’s retail sector is in focus today with the monthly update of the CBI distributive trades survey, a leading indicator for this slice of the economy. Later, a couple of US releases will ...
Stock markets around the world have tumbled in recent days, which implies that expectations for economic growth have taken a hit. But markets aren’t flawless prediction machines and so ...