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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.

A Forbes columnist last week warned that asset allocation is falling on hard times. Rob Isbitts, founder and chief investment officer of Sungarden Investment Research, writes that “if you...
The first official third-quarter report on US GDP is more than two months away, but the preliminary nowcasts point to a softer-but-still-solid gain, based on several estimates compiled by The Capital...
US investment-grade bonds were spared losses last week. Otherwise, red ink spilled across the major asset classes, based on a set of exchange-traded products. The biggest setback was in...
James Paulsen, chief investment strategist at Leuthold Group, sees trouble brewing in the growing disconnect between US equity sectors. He told CNBC earlier this week that correlations among US...
Economists are expecting that US consumer inflation will hold steady in tomorrow’s July update while Fed funds futures are pricing in another rate hike at next month Federal Reserve meeting. Yet...
After a volatile start to the year, the US stock market has recovered its bullish edge and is currently dispensing strong results. Carving equities up into so-called factor buckets reveals that...
Several months ago I reviewed the case for thinking that the long-suffering value factor for US equity investing was in the process of reviving. At the time, the evidence was sketchy but the outlook...
Securitized real estate shares dominated last week’s performance rankings at the extremes for the major asset classes, based on a set of exchange-traded products. US real estate investment...
Companies in the US added a moderate 170,000 employees to their ranks in July (seasonally adjusted), according to this morning’s update from the US Labor Department. The gain was well below...
The expected risk premium for the Global Market Index (GMI) edged higher in July, inching up to an annualized 4.9% — slightly above the previous month’s estimate. The projected return over...