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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 3

Moderate, Steady Growth Expected for US Q1 GDP
By James Picerno - Feb 17, 20255
US economic activity is on track to maintain a moderate growth rate in 2025’s first quarter, according to the median for several nowcasts compiled by CapitalSpectator.com. Today’s initial Q1 estimate...
Morningstar* last week advised that tactical asset allocation funds “failed—again.” That sounds ominous for this class of strategies, but a closer review suggests it’s misguided to pull the plug on...
The market premium for the US 10-year Treasury yield rebounded sharply in January, rising to its highest level in nine months, based on a “fair value” estimate calculated by CapitalSpectator.com....
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...