James Picerno | TalkMarkets | Page 2

James Picerno

Editor at The ETF Asset Class Performance Review
Contributor's Links: The Capital Spectator
James Picerno is a veteran financial journalist and has been writing about portfolio strategies, investment products, and macroeconomics since the early 1990s at Bloomberg, Dow Jones and other media groups before becoming an independent writer/analyst/consultant in 2008. He’s currently ...more
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17 to 32 of 153 Posts
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US Housing Starts: October 2014 Preview
Tuesday, November 18, 2014 10:35 AM EDT
Housing starts are expected to increase to an annual pace of 1.022 million in tomorrow’s update for October, according to the Capital Spectator’s median point forecast for several econometric estimates. The projection represents a modest increase over September’s 1.017 million.
In this article: XHB
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Monitoring Momentum With A Set Of Moving Averages
Tuesday, November 18, 2014 8:33 AM EDT
The momentum factor in asset pricing is widely recognized and respected, but there’s nothing close to consensus on the best definitions for what is arguably the most durable “anomaly” in the markets.
In this article: EEM, EFA, SPY
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US Industrial Output Slumps In October
Monday, November 17, 2014 10:50 AM EDT
Industrial activity dipped 0.1 percent last month, clawing back a portion of the 0.8 percent rise in the previous month, the Federal Reserve reports.
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US Industrial Production: October 2014 Preview
Sunday, November 16, 2014 10:58 AM EDT
US industrial production in October is projected to increase 0.2% vs. the previous month in tomorrow’s report from the Federal Reserve. The expected gain represents a substantial deceleration in growth relative to September’s 1.0% advance.
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Retail Sales Rise As Gasoline Prices Decline
Friday, November 14, 2014 10:11 AM EDT
Retail sales increased 0.3% in October, the Census Bureau reports — in line with expectations. The annual growth rate for spending slipped modestly, advancing 4.1% for the year through last month vs. 4.4% in the previous update.
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Modest Growth Expected For US Housing Sector
Friday, November 14, 2014 7:47 AM EDT
Existing home sales, which dominate transaction activity, are still falling in annual term, although the numbers seem to be showing tentative signs of rebounding.
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Jobless Claims Rose Last Week, But Bullish Trend Persists
Thursday, November 13, 2014 9:55 AM EDT
New filings for unemployment benefits rose more than expected last week, according to this morning’s update from the Labor Department.
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US Retail Sales: October 2014 Preview
Thursday, November 13, 2014 6:51 AM EDT
US retail sales are expected to rise 0.3% in tomorrow’s October report vs. the previous month, according to The Capital Spectator’s median econometric forecast.
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Another Day, Another Recession Forecast For The Distant Future
Wednesday, November 12, 2014 9:16 AM EDT
The Jerome Levy Forecasting Center has generated media attention recently with a new forecast of a 65% probability of a global recession next year, a contraction that will lead to a US downturn by the end of 2015.
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Macro-Markets Risk Index Rises After Touching 2014 Low
Tuesday, November 11, 2014 6:43 AM EDT
The Macro-Markets Risk Index (MMRI) closed at +8.2% yesterday.
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Unlearning Monetary Policy’s History Lessons
Monday, November 10, 2014 11:15 AM EDT
The hands-off policy of macro management in the early twenties looks like a precursor for the 1930s, which is to say that the Fed made the same mistakes, albeit with far more painful consequences.
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US Private-Sector Jobs Rise 200k+ For Ninth Straight Month
Friday, November 7, 2014 11:30 AM EDT
Private payrolls increased 209,000 in October, according to this morning’s report from the US Labor Department.
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A Stronger US Economy Takes A Toll On Bonds
Friday, November 7, 2014 7:40 AM EDT
This week’s encouraging numbers for the US labor market (jobless claims and ADP’s estimate of private-sector jobs) suggest that today’s official report on payrolls from Washington will deliver upbeat macro news as well.
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Jobless Claims Continue To Trend Lower
Thursday, November 6, 2014 9:46 AM EDT
Claims fell more than expected, dropping 10,000 last week to a seasonally adjusted 278,000 – close to the 14-year low of 266,000 for the week through October 11.
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US Nonfarm Private Payrolls: October 2014 Preview
Thursday, November 6, 2014 6:50 AM EDT
The monthly prediction reflects a slight deceleration in growth vs. the 236,000 gain for September.
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ADP: Another Solid Gain For Jobs In October
Wednesday, November 5, 2014 2:09 PM EDT
Private-sector jobs in the US posted another solid advance in October, according to this morning’s release of the ADP Employment Report.
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