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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 56

The rebound in global markets strengthened and broadened in November, building on October’s rebound. Only commodities lost ground last month. Otherwise, all the major asset classes posted gains,...
Looking for a Bottom in Global Equity Markets
By James Picerno - Nov 30, 20221
For most equity strategies diversified across global markets, this year’s results will be painful. Short of a dramatic run higher between now and the end of 2022, red ink will prevail. But when...
It’s been an unusually rough year for bond investing, but there are hints that the market is forecasting that the worst has passed. If correct, shifting to a risk-on posture offers the...
This year’s selling looked excessive in developed-market shares ex-U.S., and so the crowd continued to snap up stocks in this bucket during the trading week through Friday, Nov. 25. The rally...
Recent data for the US economy reflect a mixed profile, but several widely followed business-cycle indicators are screaming recession.A pair of Treasury yield curves are signaling that the odds are...
Last month I reported that the ‘fair value’ of the US 10-year Treasury yield appeared “lofty” relative to the average estimate for a combination model. In the weeks since, the...
Although there have been hints that the worst of the selling has passed, there’s still plenty of room for skepticism, based on trends for key markets via a set of ETF pairs for prices through...
Fed Pivot Expectations Take a Hit
By James Picerno - Nov 17, 2022
Speculation that the Federal Reserve is close to pausing its rate hikes took a hit this week after a Fed official downplayed the odds in a TV interview on Wednesday.“Pausing is off the table...
U.S. GDP Growth Expected to Continue in Q4
By James Picerno - Nov 16, 2022
The recovery in US economic activity in the third quarter appears set to continue in Q4, based on the median for a set of estimates compiled by CapitalSpectator.com. Although the numbers point to a...
The major asset classes continued to recover in the trading week through Friday, Nov. 11, based on a set of ETF proxies. The lone exception: a broad measure of commodities.Vanguard Global ex-U.S. Real...