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 US economic trend remains solidly positive, but signs of slowing growth persist. For now, the risk of recession remains virtually nil and it’s unlikely that a downturn will start in the...
Return correlations for the major asset classes continue to trend higher this year, based on the median of pairwise relationships for rolling one-year periods via a set of exchange-traded products....
Yesterday’s update on industrial activity in the US for September delivered a new round of bullish news for the economic outlook. The report offers more support for expecting that the Federal...
Yesterday’s US retail sales report for September inspired breathless headlines in some corners that consumer spending hit a wall. But a closer look at the numbers still leaves room for a healthy...
Foreign bonds posted the strongest gain for the major asset classes last week, delivering a contrast with falling prices in equity markets around the world, based on a set of exchange-traded products...
The global selloff in stock markets around the world this week has left equities in the Middle East and the US with the world’s only year-to-date gains for the major regions, based on a set of...
No one knows if yesterday’s 3%-plus plunge in US equity prices is noise or the start of an extended decline. What we do know is that the slide wasn’t entirely unexpected given the strong...
Gold is deemed an essential piece of the asset allocation pie in some corners. The reasons vary, depending on the investor, although it’s not uncommon to hear rationales that sound more like...
The search for deep-value plays in the ETF realm delivered a short list in August, when markets were humming far and wide. Let’s take a fresh review of the landscape in the wake of recent...
With the exception of broadly defined commodities, all the major asset classes lost ground in the first week of October, based on a set of exchange-traded products. Stocks in emerging markets suffered...