James Picerno's Opinion & Analysis
A complete archive of James Picerno's articles, including current analysis & opinion - Page 9
In the competition for 2024 calendar performance, there’s no competition. Momentum and large-cap growth factors continue to outperform the rest of the field by a wide margin, based on a set of ETFs...
The backup in Treasury yields may be a warning sign that the odds are slipping that the Federal Reserve will cut interest rates again at the next policy meeting on Nov. 7.
The policy-sensitive 2-year...
The last full week ahead of the US election is jam-packed with key economic reports. As a result, the potential for surprises that could sway voters is in high gear in the days to come. Here’s a...
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...
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...