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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 29

The only aspect of consistency in the market’s outlook for rate cuts lately has been pushing the expected date forward. Recent history falls in line with this trend and September is now seen as...
Bowing to recent data, Federal Reserve Chairman Jerome Powell on Tuesday conceded that inflation progress has stalled and the case for rate cuts has weakened.The Treasury market has been effectively...
Yesterday’s sharp slide in US equities has refocused minds on a hardy perennial: the market can and does go down. Obvious, of course, but easy to overlook when prices are rising virtually...
In the wake of last week’s hotter-than-expected consumer inflation data for March, the implied forecast via Fed funds futures indicates that interest-rate cuts are unlikely in the months...
The market continues to price the US 10-year Treasury yield well above its estimated “fair value,” based on the average of three models run by CapitalSpectator.com.Yesterday’s...
Most slices of the US equity market continue to enjoy solid gains so far in 2024, but the momentum risk factor is still the upside outlier, based on a set of ETFs through Tuesday’s close (Apr....
The list of things that could derail risk-on sentiment is long and varied, but at the moment the crowd has shown little enthusiasm for abandoning winning trades.That’s the message via several...
The consensus outlook is still projecting that the Federal Reserve will trim its target interest rate by the end of the year. But as economic growth endures and energy prices rise, market sentiment is...
US economic output is still on a path for a materially softer pace of growth in the first-quarter GDP report scheduled for release at the end of this month.The expansion will be strong enough to...
Could Commodities Keep Surging Higher in 2024?
By James Picerno - Apr 04, 2024
In mid-December, CapitalSpectator.com mused: “Are Commodities A Compelling Contrarian Trade For 2024?” The answer so far this year continues to be “yes,” as a rally for prices...