Breaking News
Get 50% Off 0
🏄 Grow your portfolio even on vacation with InvestingPro | Summer Sale 50% OFF
CLAIM SALE

James Picerno

  • Analysis & Comment

James Picerno's Comment & Analysis
A complete archive of James Picerno's articles, including current analysis & comment - Page 49

Losses took a toll on markets worldwide, with US stocks and bonds posting the smallest setbacks last week, based on a set of ETFs representing the major asset classes. By contrast, commodity and...
The April update on US consumer inflation was widely reported as delivering another round of encouraging news. But a closer look at a broader set of inflation metrics suggests that further progress on...
The wide spread between the US 10-year Treasury yield and CapitalSpectator.com’s lesser fair-value estimate continues to narrow, albeit slowly. As outlined on these pages in recent months, the...
The world’s favorite precious metal is enjoying a moment in the sun lately. Trading at record highs recently, gold’s allure is back in vogue as various macro risk factors provide a...
Fixed-income markets ex-US led performances during a mixed week for the major asset classes through the close of trading on Friday, May 5, based on a set of ETFs.The strongest performer: VanEck J.P....
Trailing yields have recently increased for most of the major asset classes, based on a set of ETF proxies. The question is whether the relatively high payout rates offset concerns about the...
The Federal Reserve raised interest rates for a 10th straight time on Wednesday, lifting its target by a 1/4-point to a 5.0%-to-5.25% range, the highest since 2007. But there are hints that the...
Raising interest rates always comes with risk for the economy, but the stakes are higher than usual at a time when banking turmoil appears to be reviving. Nonetheless, markets are expecting that the...
The expected long-run return for the Global Market Index (GMI) ticked down to a 5.9% annualized pace in April, fractionally lower vs. last month’s estimate. The forecast, based on the average...
Most of the major asset classes continued to rebound in April, led by property shares ex-US, based on a set of ETF proxies. The downside outliers: foreign government bonds in developed markets, stocks...