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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 45

American shares remain firmly in the lead for the major asset classes year to date, based on a set of ETF proxies through Friday’s close (July 21). Markets generally are posting solid gains in...
Are We at or Near Peak Yields for Risk Assets?
By James Picerno - Jul 20, 2023
The future’s still uncertain, of course, and so all forecasts should be viewed cautiously. For perspective, let’s start with the one thing we know is true: We’re closer to the peak...
One of Wall Street’s famous maxims is that bull markets climb a wall of worry. On that score, there’s no shortage of real and potential hazards lurking. But as recent history suggests, the...
Across-the-board rallies in all the major asset classes last week strengthened year-to-date performances in markets around the world based on a set of ETFs. The downside outlier: a broad measure of...
Has Fed’s Rate-Hiking Cycle Peaked?
By James Picerno - Jul 14, 2023
This week’s news on consumer inflation supports the case for expecting that the Federal Reserve’s interest rate hikes are approaching the end game. The basic calculus is that are...
The 10-year Treasury yield looks elevated relative to CapitalSpectator.com’s fair-value modeling. But after yesterday’s news that US consumer inflation fell more than expected in June, the...
New York Fed President John Williams says “I don’t have a recession in my forecast.” Neither does CapitalSpectator.com. That’s not blind adherence to a central banker’s...
American shares eased last week, but the US stock market remains the clear leader for the major asset classes this year, based on a set of proxy ETFs through Friday’s close (July 7).Vanguard...
Yesterday’s news that US companies accelerated hiring in June strengthens confidence that the Federal Reserve will continue to lift interest rates to tame inflation. Equity risk factors with the...
U.S. Economy on Track for Expansion in Q2
By James Picerno - Jul 06, 2023
Second-quarter economic activity has picked up for the US, based on the median estimate via several sources compiled by CapitalSpectator.com. The firmer nowcast offers fresh support for expecting that...