Breaking News
Quotes
All Instrument Types
  • All Instrument Types
  • Indices
  • Equities
  • ETFs
  • Funds
  • Commodities
  • Currencies
  • Crypto
  • Bonds
  • Certificates

Please try another search

Search website for: 
Popular News
More
Popular Analysis
More
More
Get 45% Off
/Free Sign Up
 0
📈 Time to buy the dip? See Tech-focused stock picks
Unlock AI Picks

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 6

The expected return over the long run for the Global Market Index (GMI) held steady in December vs. the previous month. The unchanged forecast, based on three models defined below, reflects a second...
US equities led global markets by a wide margin in 2024, a year of mixed results overall for the major asset classes, based on a set of ETFs. For a second year running, American shares (VTI) were the...
American shares are poised for another year of leading global markets by a hefty margin, based on a set of ETFs through Friday’s close (Dec. 20). Echoing results in 2023, US stocks in 2024 will...
The good news is that the engine of growth for the US economy is the private sector. But the government’s share of GDP isn’t trivial, which means that a potential government shutdown that could start...
There are several reasons for adopting a cautious near-term outlook for markets, and reflation risk is arguably at the top of the list. That’s old news, but it’s a topic that’s keenly in focus after...
Should the Fed Cut Interest Rates Today?
By James Picerno - Dec 18, 20246
The market is confident that a 25-basis-points reduction in interest rate is a done-deal for today’s policy announcement, based on Fed funds futures. But the question of whether the Fed should cut is...
Several updated nowcasts for US economic activity in the fourth quarter have been revised sharply higher recently, but the median estimate barely changed, based on the several data points from a...
The market premium for the US 10-year Treasury yield continued to rebound in November vs. a “fair value” estimate calculated by CapitalSpectator.com. The increase marks the second straight monthly...
The neck-and-neck horse race for first place among equity sectors has recently given way to a decisive lead for communications services stocks year to date, based on a set of ETFs through Tuesday’s...
Is the Downshift in US Inflation Stalling?
By James Picerno - Dec 10, 2024
Disinflation has stalled recently, but economists are debating if this is a temporary blip that will soon give way to a softer trend. Tomorrow’s consumer price report for November will be widely read...