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James Picerno

www.CapitalSpectator.com
  • Analysis & Opinion

James Picerno's Opinion & Analysis
A complete archive of James Picerno's articles, including current analysis & opinion - Page 12

Will the two hurricanes that hit the US Southeast region recently weigh on the upcoming third-quarter GDP data? Probably, although for the moment the impact is expected to be minimal, based on set of...
Has the Bond Market Rally Peaked Already?
By James Picerno - Oct 22, 2024
Will the summer rally in bonds survive the autumn? Fresh doubts are bubbling as the market reconsiders a range of risk factors, including renewed skepticism about the Federal Reserve’s commitment to...
The case for international diversification from a US-investor perspective usually centers on how to carve up a global equities allocation. The global bond footprint, by contrast, tends to be an...
Recent economic data has lifted CapitalSpectator.com’s median growth estimate for the upcoming third-quarter GDP report. Using a variety of sources to generate a median nowcast, today’s revision...
The rally in recent days of the Russell 2000 Index, a widely followed benchmark of small-cap shares, has revived hope anew that this slice of the equity market is finally set to recover after a long...
The US economy continues to defy the recession forecasts that received much attention in the summer. The primary drivers of economic resilience: strong growth in payrolls and consumer spending. By...
Fears of a US recession in the near term have faded recently, but rate cuts are still on the agenda. The combination of a robust economy and expectations for monetary easing strike some observers as...
Generating solid returns with a globally diversified portfolio strategy has been a breeze this year. Short of making extreme bets in the handful of losers among the major asset classes, the tail wind...
The market premium for the US 10-year yield over a “fair value” estimate calculated by CapitalSpectator.com continued to narrow in September. The smaller spread extends a downside trend in recent...
Investor sentiment has wobbled recently, but there’s still room for debate on whether the appetite for risk has peaked for this market cycle. Using a set of ETF pairs to gauge conditions shows that...