James Picerno Blog | Talkmarkets | Page 1
Editor at The ETF Asset Class Performance Review
Contributor's Links: The Capital Spectator

James Picerno is a veteran financial journalist and has been writing about portfolio strategies, investment products, and macroeconomics since the early 1990s at Bloomberg, Dow Jones and other media groups before becoming an independent writer/analyst/consultant in 2008. He’s currently ... more

All Contributions

Latest Posts
1 to 16 of 1338 Posts
1 2 3 ... 84
Rate Hike Expected As Fed Signals It Will Allow Higher Inflation
The Federal Reserve is prepared to let inflation run above its two-percent target. Fed funds futures are currently pricing in a 90% probability that rates will be increased at the June 13 policy conference
Tech Is Still The Momentum Leader For US Equity Sectors
The US stock market has suffered a rough ride so far in 2018, but technology shares remain the strongest trend performer for the major US equity sectors, based on a set of exchange-traded funds through yesterday’s close.
Risk Premia Forecasts: Major Asset Classes - Tuesday, May 22
The Global Market Index — an unmanaged, market-value weighted portfolio comprised of the major asset classes — is expected to earn an annualized 4.9% risk premium in the long run, based on analysis of data through April 2018.
All The Major Asset Classes Fell Last Week—Except Commodities
Markets declined last week in nearly every corner of the major asset classes, with the lone exception of broadly defined commodities, based on a set of exchange-traded products.
BlackRock’s Fink: Flattening Yield Curve Isn’t An Economic Warning
The current US 10-year rate is 3.10%, far above the 0.62% rate for the equivalent government bond in Germany and the 0.05% 10-year rate in Japan.
US Small-Cap Stock Index Closes At Record High
The small-cap equity market so far in 2018 is enjoying a reprieve from its previous underperformance vs. large caps. The Russell 2000 Index, a widely followed gauge of small companies, closed at a record high yesterday.
10-Year Treasury Yield Rises To Seven-Year High
The benchmark 10-year Treasury yield edged up to 3.08% on Tuesday (May 15), marking a new seven-year high.
US Economic Growth Is Expected To Rebound In Second Quarter
US GDP growth in the second quarter is on track to accelerate, based on the median estimate of several forecasts.
US Stocks Topped Market Performances Last Week
The US equity market rebounded last week, posting a gain after two straight weekly declines.
Softer Inflation Data For April Doesn’t Change Fed’s Policy Outlook
News reports covering yesterday’s April report on consumer inflation emphasize that the monthly increase fell short of the consensus forecast.
Is The Long-Running Drought In Value Investing Ending?
The strategy of favoring low-priced stocks over their high-price counterparts has been floundering in recent years, inspiring some investors to give up on the value tilt for money management.
US Real M0 Money Supply’s Annual Trend Turns Negative
For the first time in eight months, inflation-adjusted base money (aka M0) in the US contracted in March, slipping 3.7% vs. the year-ago level.
US Real Estate Investment Trusts Top Markets For Second Week
Real estate investment trusts (REITs) in the US again posted the biggest weekly gain among the major asset classes, based on a set of exchange-traded products.
April Employment Growth Picks Up After A Weak Gain In March
US companies added 168,000 workers in April, moderately more than the 138,000 gain in the previous month, which marked the softest increase since last September.
Is A New Bear Market Lurking For The US Stock Market?
A wobbly equity market, expectations for higher interest rates and weaker economic growth in the first quarter have inspired some pundits to claim that bear-market risk for stocks has spiked higher in recent weeks.
Will The Fed Offer Guidance Today On Inflation Expectations?
The Federal Reserve is expected to leave interest rates unchanged in today’s monetary policy announcement, but firmer inflation in recent months lays the foundation for hikes in the months ahead.
1 to 16 of 1338 Posts
1 2 3 ... 84