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
FLASH SALE
/Free Sign Up
 0
⚡ FLASH SALE: Spot opportunities like a pro? Here's one: InvestingPro at 50% off
Claim sale

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 8

The ongoing rise in continuing claims looks worrisome, but initial claims are telling a considerably more upbeat story. Which one’s the better measure? The positive spin via initial claims is...
If you could only track one economic indicator to monitor the economy the trend in payrolls would be a solid choice. Think of it as the fuel that powers consumer spending engine, which accounts for...
Is Fed Policy Still Too Tight?
By James Picerno - Nov 20, 20246
The next round of central bank decisions could rank among the most challenging in recent history, perhaps in decades. Policy hawks and doves can cite a fair amount of evidence for supporting their...
There’s little about recent history that reflects stability, with at least one exception: the average trailing payout rate on a globally diversified portfolio. There’s been a lot of churning in...
Fourth-quarter economic output for the US looks set for another downshift, based on CapitalSpectator.com’s initial GDP nowcast. The estimate reflects the median for a set of nowcasts published by...
The election victory has fueled a strong rally in US equities, but Donald Trump’s comeback is seen as a new risk factor elsewhere as Washington prepares to pivot to the new edition of an “America...
The market premium for the US 10-year Treasury yield rose in October relative to a “fair value” estimate calculated by CapitalSpectator.com. The increase marks the first time since April that the...
Fed funds futures are still leaning into expectations that the Federal Reserve will reduce its target rate next by a quarter point, but the related confidence of the forecast is slipping. The current...
Defensives are out, animal spirits are in… again. Or so the latest rotation among US equity sectors suggests, based on a set of ETFs through Monday’s close (Nov. 11). The recent rush into utilities...
In mid-September, the bond market looked set to coast to a second year of recovery after a bruising run of back-to-back losses in 2021 and 2023. Since then, the market has lost altitude. Although a...