x
Breaking News
0

James Picerno

  • Analysis & Opinion

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

The trend remains your friend if financials have been overweighted in your portfolio. Measured by one-year performance, this sector is red hot in absolute and relative terms, based on a set of proxy ...
Modest growth for UK retail spending is expected in today’s CBI survey data Brexit uncertainty and higher inflation are weighing on consumer sentiment US durable goods orders should surge to a ...
Designing and managing asset allocation strategies based on factors is promoted in some corners as a better way to build portfolios. Not surprisingly, there’s no shortage of studies that support...
UK economic growth expected to recover slightly in Q2 Brexit uncertainty is acting as a brake on stronger growth in Britain US new-home sales should remain virtually flat in June compared to May Fed ...
A new study offers encouraging results for a strategy of monitoring the business cycle as a tool for enhancing investment returns (or at least limiting losses). “Over the period 1970-2015, ...
UK CBI Industrial Trends Orders Book Balance Index expected to backtrack in July The long-term future for UK manufacturing depends on the Brexit details US Consumer Confidence Index is likely slide to...
For a second week in a row, all the broad categories of global markets posted gains. Led by a sharp advance in foreign government bonds in developed markets, the major asset classes dispensed a clean ...
A rebound is expected in today’s Eurozone Composite PMI for July Economists mixed about flash data for US Manufacturing and Services PMIs US existing home sales in July may tick down to a ...
British retail sales should show a welcome rebound for June Rising inflation and slow wage growth is squeezing spending in the UK The ECB is expected to keep rates steady in its policy announcement ...
The recent run of soft economic data inspires some pundits to claim that a new recession is brewing. They could be right, but they could just as easily be wrong. Although some numbers published to ...