Breaking News
Quotes
All Instrument Types
  • All Instrument Types
  • Indices
  • Equities
  • ETFs
  • Funds
  • Commodities
  • Currencies
  • Crypto
  • Bonds
  • Certificates

Please try another search

Search website for: 
Popular News
More
Popular Analysis
More
More
Get 50% Off
/Free Sign Up
 0
🏄 Grow your portfolio even on vacation with InvestingPro | Summer Sale 50% OFF
CLAIM SALE

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 37

Are Small Caps Poised for a Turnaround in 2024?
By James Picerno - Dec 05, 2023
In a mixed year for equity risk factors, several flavors of large-cap shares stand out as this year’s winners, based on a set of ETF proxies through Monday’s close (Dec. 4)....
The expected return for the Global Market Index (GMI) held steady in November. Today’s revised, long-run forecast for the benchmark — a market-value-weighted portfolio that holds all the...
Global markets surged in November—except for commodities, which posted the only decline among the major asset classes last month, based on a set of ETF proxies.US property shares led the rally....
Investors are increasing their collective bets that the Federal Reserve will soon start cutting interest rates – a bet that went into overdrive this week and ignited the strongest rally in bonds...
Financial “wisdom” is said to be cyclical rather than cumulative, but that’s unfair. At least in the dominion of portfolio management and design, academics and money managers have...
The recession that was widely predicted when the year began has only been postponed, some forecasters warn. The US is likely to contract at some point in the new year, runs the updated outlook. Maybe,...
The US stock market remains on track to be the performance leader in 2023 for the major asset classes – by a wide margin. The key reason: Big-tech shares are running hot. Take out these...
Animal spirits are reviving after US shares rallied for a third straight week, fueled by renewed speculation that the Federal Reserve’s rate hikes are done and cuts are near.The S&P 500...
US economic activity in the fourth quarter remains set for a sharp slowdown vs. Q3, but the pace of expected growth has strengthened recently, based on updated nowcasts.Output for Q4 is estimated at...
Today’s “fair value” estimate of the US 10-year Treasury yield continues to suggest that the current market rate is unusually lofty and that the spread will soon narrow....