James Picerno's Comment & Analysis
A complete archive of James Picerno's articles, including current analysis & comment - Page 57
US consumer inflation eased in October, posting a softer-than-expected increase and spurring fresh expectations that pricing pressure has peaked. Even if that’s true, inflation still looks set...
A widely discussed criticism of the Federal Reserve is that the central bank was asleep at the switch last year, when it waited too long to begin tightening monetary policy to nip emerging inflation...
The stock market’s post-election performance starts today. From an equity-risk factor perspective, the horse race begins with high dividend yield in the pole position for year-to-date results,...
The recent rise in real yields for inflation-indexed Treasuries (TIPS) looks compelling for locking in relatively attractive payout rates, but the usual risks with bonds still applies. That...
The recent rally in global markets thinned out last week as commodities and foreign stocks rose while U.S. assets retreated, based on a set of ETF proxies.Stocks in emerging markets posted the leading...
In early October the near-term outlook for the US business cycle looked mildly grim and output was forecast to turn slightly negative starting in November. But after four weeks the dark estimate...