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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 9

Sticky inflation risk is still a threat for the bond market, but concern that the US economy is slowing has become the main factor driving Treasury yields lower recently. The US 10-year yield...
As markets try to look through the blizzard of policy changes flowing out of Washington, the crowd has shifted its preferences considerably in recent weeks based on a sector lens. Using a set of ETFs...
Recent headlines appear to have shaken investor sentiment. It’s premature to read too much into a few days of weaker-than-expected survey numbers. More importantly, the latest data indicate that the...
Politics and Policy Clouds Path Ahead for Fed
By James Picerno - Feb 25, 2025
The central bank’s job is never easier, but in the current climate, it’s unusually tricky. In addition to the usual challenges that complicate real-time monetary policy decisions, the Federal Reserve...
The year so far is shaping up to be quite different from 2024 in terms of leaders and laggards for the major asset classes. Global equities ex-US are the leaders, along with a broad measure of...
At a time of increased uncertainty about inflation, the relatively elevated real yields available in inflation-indexed Treasuries offer a partial antidote of certainty for anxious investors. Using...
Inflation concerns continue to lurk, but the US bond market is holding on to its rally so far this year, based on a set of ETFs through Wednesday’s close (Feb. 19). The investment-grade benchmark for...
After two straight years of performance dominance by US equities, foreign stocks in developed markets are leading the major asset classes by a wide margin so far in 2025, based on a set of ETFs...
The momentum factor is crushing the competition year to date, based on a set of ETF proxies through Friday’s close (Feb. 14). After a strong run last year, momentum is roaring higher in 2025 in...
Moderate, Steady Growth Expected for US Q1 GDP
By James Picerno - Feb 17, 2025
US economic activity is on track to maintain a moderate growth rate in 2025’s first quarter, according to the median for several nowcasts compiled by CapitalSpectator.com. Today’s initial Q1 estimate...