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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 25

US stocks again secured the top spot for monthly performances in June for the major asset classes. The rally marks the second straight month that American shares led global markets, based on a set of...
There was a brief period earlier this year when US shares gave up the leadership crown to commodities, but American stocks have retaken the performance throne in June, based on a set of ETFs through...
If the Bank of England’s decision on Thursday to leave interest rates unchanged is a guide, the outlook for the start date for a US rate cut may be further down the line than generally assumed. There...
By nearly any measure you cite, US equities are enjoying a stellar run. Despite numerous global risks, investor sentiment for American shares is resilient. The question, as always, is when is it...
Recession talk for the US is on the march again. Although there’s still room for debate on the near-term business-cycle outlook, some indicators are highlighting decelerating growth that could be the...
Is the 10-Year Treasury Yield Headed Lower?
By James Picerno - Jun 18, 2024
The US 10-year Treasury yield continues to defy The Capital Spectator’s ‘fair-value’ estimate by trading at a premium to this model, but the relatively wide gap still appears to be a constraint to...
The US stock market’s strong year-to-date gain so far in 2024 has enjoyed wide support among equity sectors. The two glaring downside exceptions: consumer discretionary (NYSE:XLY) and real estate...
Recent economic estimates suggest US growth has slowed compared with previous estimates, but today’s revised GDP nowcast for the second quarter still points to a modest pickup in output over Q1. The...
The sharp drop in Treasury yields in recent days has revived chatter that the worst for the bond market may be over. It’s still early to confidently forecast that scenario, but the odds for recovery...
Here we go again. After yesterday’s news that US job openings fell to a three-year low in April, the data fueled the incentive for the bond market to reassess the view that the Federal Reserve will...