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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.

Yields on most assets around the world have edged higher this year. The increase reflects a range of concerns, including sticky inflation risk and greater uncertainty for global trade flows. The...
After two straight calendar years of red-hot performance, American shares are experiencing a run of muted results on the global stage. All the major slices of world stock markets are posting gains so...
Genius remains a bull market so far in 2025. All the main sectors in the US equities market are posting year-to-date gains, led by financials and health care, based on a set of ETFs through...
Years ago there was a TV commercial about a kids’ toy called Weebles, which “wobbled but they don’t fall down.” The line comes to mind in reviewing recent market activity. Since returning to the...
President Trump’s comments and executive orders have roiled markets and investor expectations, but from the vantage of the Treasury market, a relative calm prevails. This could change, of course, but...
The long-run expected return for the Global Market Index (GMI) remained above 7% for a third straight month in January, ticking higher vs. December’s estimate. The revised forecast, based on three...
January was kind to the major asset classes, marking a strong rebound from a rough month in December. Across-the-board gains last month suggest the year is on a positive trajectory for markets. But...
Several risk factors that could end the bond market’s party, but for the moment US fixed-income markets are having a good year so far, based on prices through Thursday’s close (Jan. 30). Using a set...
Can Momentum Stocks Keep Outperforming?
By James Picerno - Jan 30, 2025
It’s been a good year so far for the momentum factor. That’s hardly surprising given that momentum was red hot in 2024. Momentum, it seems, still has momentum. Using a set of ETF proxies to track US...
Economic output in the fourth quarter is expected to increase at a solid rate in this week’s initial GDP estimate from the Bureau of Economic Analysis. Thursday’s report from the government (Jan. 29)...