James Picerno | TalkMarkets | Page 3

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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33 to 48 of 153 Posts
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Downsizing Market Stress
Wednesday, November 5, 2014 11:12 AM EDT
The Republican brand is up this morning and Mr. Market’s stress level is down. Is there a connection? Probably not, but for the moment the pairing is conspicuous.
In this article: VIX
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ADP Employment Report: October 2014 Preview
Tuesday, November 4, 2014 1:05 PM EDT
Private nonfarm payrolls in the US are projected to increase 212,000 (seasonally adjusted) in tomorrow’s October update of the ADP Employment Report.
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Risk Premia Forecasts | 4 November 2014
Tuesday, November 4, 2014 6:49 AM EDT
The projected risk premium for the Global Market Index (GMI) inched lower again in October vs. the previous month. GMI, an unmanaged, market-value weighted mix of the major asset classes, is currently expected to earn an annualized 4.0% over the “risk-free” rate for the long term.
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Major Asset Classes | Oct 2014 | Performance Review
Monday, November 3, 2014 6:52 AM EDT
October was an unusually volatile month for most of the world’s markets relative to recent history, but when the dust cleared there were several winners.
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ISM Manufacturing Index: October 2014 Preview
Sunday, November 2, 2014 10:20 AM EDT
Monday's update of this benchmark of economic activity in the US manufacturing sector is expected to remain firmly in growth territory.
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US Consumption Declined In September
Friday, October 31, 2014 1:56 PM EDT
Economists were looking for a 0.3% rise in the headline income number, but the actual data showed a lesser 0.2% increase last month.
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Another Round Of Upbeat US Macro Reports
Thursday, October 30, 2014 3:24 PM EDT
The US economy grew faster than expected in this year’s third quarter, according to this morning’s “advance” GDP estimate for the July-through-September period.
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Personal Consumption Expenditures: September 2014 Preview
Thursday, October 30, 2014 1:25 PM EDT
Tomorrow’s update on US personal consumption spending for September is projected to rise 0.3% vs. the previous month.
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Is The Latest VIX Decline A Trick Or Treat?
Thursday, October 30, 2014 8:00 AM EDT
It’s nearly Halloween, but the frightening rise in US stock market volatility earlier this month is looking less creepy at the moment.
In this article: VIX
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REIT Yields In A Low-Rate Environment
Wednesday, October 29, 2014 8:55 AM EDT
If you’re pondering the allure of real estate investment trusts (REITs) these days, consider two attributes of late: strong performance vs. the US stock market and relatively high yields over Treasuries.
In this article: SPY, VNQ
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Will Falling Inflation Expectations Influence Fed Policy?
Tuesday, October 28, 2014 8:40 AM EDT
The Treasury market’s implied inflation forecast—10-year Treasury yield less its inflation-indexed counterpart—remained in the low-2% range, or just slightly above the Fed’s target.
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Q3:2014 US GDP Nowcast: +2.6%
Monday, October 27, 2014 12:02 PM EDT
The US economy is on track to expand at a substantially slower pace in the third quarter vs. Q2.
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Monitoring Bear Market Risk
Monday, October 27, 2014 10:35 AM EDT
The recent surge in US stock market volatility has rattled nerves and inspired some analysts to announce that a new bear market has arrived.
In this article: SPX
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We Don't Have One Problem--We Have Three Interlocking Sets Of Problems
Monday, October 27, 2014 4:05 AM EDT
The additional sets of problems added as "solutions" only guarantee that the third and final crash of asset bubbles just ahead will be far more devastating than the crashes of 2000 and 2009.
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Book Bits - 25 October 2014
Saturday, October 25, 2014 5:11 PM EDT
James Picerno shares a bit about the latest books on his must read list.
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US Equity Sectors Review | 24 Oct 2014
Friday, October 24, 2014 8:36 AM EDT
Measured by one-total performance, the Health Care Select Sector SPDR (XLV) is up nearly 24% through yesterday’s close (Oct. 23).
In this article: SPY, VOX, XLE, XLK, XLV
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