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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 39

Yesterday’s blowout rise for US economic growth in the third quarter delivered an upside surprise, especially for analysts who remain all in with forecasting recession. But perhaps the warnings...
Large-cap shares remain on track to dominate US equity factor performance for 2023, based on a set of ETFs through Wednesday’s close (Oct. 25). Within the large-cap space, technology shares are...
Soft-Landing Odds Rise as Q3 GDP Nowcast Ticks Up
By James Picerno - Oct 25, 2023
Tomorrow’s release of third-quarter economic data is expected to show that US output accelerated, based on GDP nowcasts from several sources compiled by CapitalSpectator.com.The Bureau of...
In January 2023 the clues appeared to be aligning in favor of an end to the Federal Reserve’s rate hikes. It was a false dawn – the Fed lifted its target rate four times in subsequent...
American equities have enjoyed a hefty return premium for much of this year relative to the rest of the major asset classes, but in the current environment that outlier performance looks increasingly...
The US 10-Year Treasury yield briefly crossed above the 5% mark yesterday — the highest since 2007 — before settling at 4.98%, based on Treasury.gov data.For buy-and-hold investors, the...
Although American shares continue to hold on to a strong rally from the year-ago bottom, reclaiming the previous market peak is nowhere on the near-term horizon.The combination of heightened...
The US recession forecasts persist for some analysts, but the start date keeps moving forward as incoming economic data continues to reflect strength. The trend is reflected in today’s upwardly...
The US 10-year Treasury yield continues to rise, pushing ever higher above CapitalSpectator.com’s “fair-value” estimate, which is based on averaging three models. The trend...
US Stocks Continue to Lead Global Assets in 2023
By James Picerno - Oct 16, 2023
The Israeli-Palestinian conflict is a new risk factor for financial markets, but for now, there’s no contest between US shares and other asset classes as the year moves into its final stretch,...