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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.

The Global Market Index (GMI) — an unmanaged, market-value weighted portfolio comprised of the major asset classes — is expected to earn an annualized 4.9% risk premium (return over the...
Markets declined last week in nearly every corner of the major asset classes, with the lone exception of broadly defined commodities, based on a set of exchange-traded products. The iPath Bloomberg...
Add BlackRock’s CEO to the list of high-powered people in finance who are skeptical that a flattening yield curve reflects a threat that’s brewing for the US economy. Although a narrowing...
The small-cap equity market so far in 2018 is enjoying a reprieve from its previous underperformance vs. large caps. The Russell 2000 Index, a widely followed gauge of small companies, closed at a...
The benchmark 10-year Treasury yield edged up to 3.08% on Tuesday (May 15), marking a new seven-year high, based on daily data published by Treasury.gov. The implied inflation forecast via Treasuries...
US GDP growth in the second quarter is on track to accelerate, based on the median estimate of several forecasts compiled by The Capital Spectator. If accurate, economic output is set to strengthen to...
The US equity market rebounded last week, posting a gain after two straight weekly declines. The advance topped performances for the major asset classes, based on a set of exchanged-traded...
News reports covering yesterday’s April report on consumer inflation emphasize that the monthly increase fell short of the consensus forecast. The cooler-than-expected gain is cited by some...
The strategy of favoring low-priced stocks over their high-price counterparts has been floundering in recent years, inspiring some investors to give up on the value tilt for money management. But a...
For the first time in eight months, inflation-adjusted base money (aka M0) in the US contracted in March, slipping 3.7% vs. the year-ago level. The slide comes at a time when Fed Chairman Jerome...