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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 21

A revised long-term performance forecast for the Global Market Index (GMI) fell again in August. The downshift marks a second straight decline in expected return for GMI, an unmanaged benchmark that...
US real estate investment trusts led global markets higher for a second straight month in August, based on set of ETFs representing the major asset classes. Another performance redux: commodities...
Betting against the hottest equity risk factors this year has been a painful strategy, if only in relative terms. But no matter how you slice the numbers, momentum and large-cap growth continue to...
If a recession in the US has started or is imminent, the threat has yet to show up in the latest run of nowcasts for third-quarter GDP. That’s no guarantee that the economy will continue expanding,...
Earlier this month I discussed the possibility that the US stock market’s year-to-date performance would slip to second place as Africa shares rallied. Nearly two weeks later, the switch is complete,...
Is the Housing Market Poised for a Rebound?
By James Picerno - Aug 23, 2024
The real estate market has had a rough ride since the Federal Reserve began raising interest rates in March 2022. But as expectations strengthen that the central bank will start cutting next month,...
The economy isn’t always decisive in US presidential elections, except when it is. Think Herbert Hoover in 1932 and George H.W. Bush in 1992. Each lost the presidency to a challenger primarily...
Fixed income as an asset class is looking bullish as Fed Chairman Powell prepares to give a widely anticipated speech this Friday (Aug. 23). The central banker is expected to drop clues about the...
Are Utilities the New Must-Own Equity Sector?
By James Picerno - Aug 20, 2024
Recent stock market turbulence has left two equity sectors outperforming this year: communications services and utilities, based on set of ETFs through Monday’s close (Aug. 19). The remaining sectors...
US recession risk appeared to ease in the wake of last week’s encouraging updates for retail sales and jobless claims. Will the better-than-expected numbers delay the widely expected rate cut that...