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James Picerno

www.CapitalSpectator.com
  • Analysis & Comment

James Picerno's Comment & Analysis
A complete archive of James Picerno's articles, including current analysis & comment - Page 11

Politics and Policy Clouds Path Ahead for Fed
By James Picerno - Feb 25, 2025
The central bank’s job is never easier, but in the current climate, it’s unusually tricky. In addition to the usual challenges that complicate real-time monetary policy decisions, the Federal Reserve...
The year so far is shaping up to be quite different from 2024 in terms of leaders and laggards for the major asset classes. Global equities ex-US are the leaders, along with a broad measure of...
At a time of increased uncertainty about inflation, the relatively elevated real yields available in inflation-indexed Treasuries offer a partial antidote of certainty for anxious investors. Using...
Inflation concerns continue to lurk, but the US bond market is holding on to its rally so far this year, based on a set of ETFs through Wednesday’s close (Feb. 19). The investment-grade benchmark for...
After two straight years of performance dominance by US equities, foreign stocks in developed markets are leading the major asset classes by a wide margin so far in 2025, based on a set of ETFs...
The momentum factor is crushing the competition year to date, based on a set of ETF proxies through Friday’s close (Feb. 14). After a strong run last year, momentum is roaring higher in 2025 in...
Moderate, Steady Growth Expected for US Q1 GDP
By James Picerno - Feb 17, 2025
US economic activity is on track to maintain a moderate growth rate in 2025’s first quarter, according to the median for several nowcasts compiled by CapitalSpectator.com. Today’s initial Q1 estimate...
The market premium for the US 10-year Treasury yield rebounded sharply in January, rising to its highest level in nine months, based on a “fair value” estimate calculated by CapitalSpectator.com....
Yields on most assets around the world have edged higher this year. The increase reflects a range of concerns, including sticky inflation risk and greater uncertainty for global trade flows. The...
After two straight calendar years of red-hot performance, American shares are experiencing a run of muted results on the global stage. All the major slices of world stock markets are posting gains so...