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James Picerno

  • Analysis & Comment

James Picerno's Comment & Analysis
A complete archive of James Picerno's articles, including current analysis & comment - Page 52

Is Real Estate the Next Shoe to Drop?
By James Picerno - Mar 27, 2023
Nearly all the components of the major asset classes posted gains last week, based on a set of proxy ETFs. Real estate shares in the US and around the world were the downside exceptions, based on...
Turmoil in the bank industry and renewed concerns of economic headwinds are driving expectations that Federal Reserve's interest-rate hiking is at or near an end. In turn, the outlook has sparked a...
Another Fed Rate Hike Keeps Policy Modestly Tight
By James Picerno - Mar 23, 2023
Yesterday’s quarter-point rate hike by the Federal Reserve was expected. However, there’s debate about whether another round of policy tightening is wise in the wake of recent bank turmoil...
Bonds Extend Rally Amid Fears of Bank Crisis
By James Picerno - Mar 20, 2023
Bond prices continued to rebound last week as investors worried that the turmoil in the banking sector could spread.Government bonds in developed markets ex-U.S. posted the strongest gain for the...
The stock market forever surprises investors, but in the realm of risk, the future’s a bit less uncertain, at least sometimes. That’s hardly a silver bullet, but it helps manage...
U.S. Bonds Rise as Risk-Off Sentiment Strengthens
By James Picerno - Mar 13, 2023
Government bonds recovered last week, leading the risk-off trade in global markets amid the second-largest bank failure in U.S. history on Friday.The collapse of Silicon Valley Bank raised the...
Several indicators are flashing recession warnings for the U.S., but the median estimate for economic activity in the first quarter leaves room for doubt about the timing.After dipping slightly...
US recession risk is high unless it’s not. After months of conflicting signals from various business-cycle indicators, debate and disagreement reign supreme in the land of nowcasting and...
Markets Continue to Flirt With Risk-on Signals
By James Picerno - Mar 07, 2023
There’s no shortage of threats lurking, ranging from inflation, elevated interest rates that may go higher still, and various geopolitical threats. But market sentiment has improved recently,...
Repair and recovery were on display last week as the major asset classes clawed back some of the across-the-board losses in February.All the primary categories of global risk assets pushed higher in...