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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 7

President Trump says he doesn’t plan to fire Federal Reserve Chairman Powell, but the calls for rate cuts continue. The central bank, however, is expected to leave rates unchanged at the next month’s...
Next (LON:NXT) week’s initial estimate for US GDP in the first quarter is on track for a sharp downshift in growth, based on the median nowcast calculated by CapitalSpectator.com via several...
A new world order has emerged in the three weeks since President Trump on Apr. 2 announced “Liberation Day” and rolled out US tariffs. From an investing perspective it’s safe to say it’s been a shock...
Financial markets are always pricing in uncertainty and risk, but the task has become dramatically more challenging in recent weeks after the US upended its longstanding trade policy. A repeat...
Rising US bond prices have offset the slide in US equities so far this year, but the outlook for fixed income may be more precarious than the current rear-window perspective suggests. President...
Standing alone among US equity factors this year, the low-volatility strategy is holding on to a modest gain year to date. In sharp relief, the rest of the factor field is posting varying degrees of...
US stocks have taken a hit this year, but the pain – as usual – varies widely by sector. The spread between the best and the worst-performing sectors year to date has widened sharply to more than 19...
One week of trading doesn’t change decades of precedent for the world’s primary “safe” asset, but reports that the global marketplace is rethinking risk for US government bonds is deeply unsettling...
The “fair value” for the US 10-year Treasury yield edged higher in March vs. the previous month and is now approaching the 4.0% mark – the highest estimate in 16 years. The analysis is based on the...
The official first-quarter GDP report from the government that’s scheduled for Apr. 30 is expected to post a sharp slowdown in growth, based on the median estimate from several sources compiled by...