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

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Another Solid Gain For US Company Payrolls In November
Private payrolls in the US continued to increase at a healthy pace in November, rising 221,000 from the previous month, the US Labor Department reports. The advance marks the second month of 200,000-plus growth.
Momentum Leaves Other Factor Strategies In The Dust This Year
No one will confuse it with Bitcoin, but momentum is certainly red hot among US equity factor strategies, based on a set of ETFs.
Treasury 10yr-2yr Yield Spread Continues To Slide
The gap between the 10-year and 2-year Treasury yields fell to 57 basis points on Monday (Dec. 4), according to Treasury.gov’s daily data. The dip marks yet another post-recession low for this widely monitored spread.
US Stocks Bucked The Trend With Another Solid Gain Last Week
Selling dominated trading last week for the major asset classes, based on a set of exchange-traded products. The main exception: US equities, which posted a solid advance.
Major Asset Classes; Performance Review For November 2017
US stocks resumed the lead in November as the top performer for the major asset classes. The Russell 3000 Index gained 3.0% last month, the strongest advance since February.
How Much Credit Does Trump Deserve For Economic Growth?
US economic growth was revised up to a 3.3% pace in yesterday second GDP estimate for the third quarter – the strongest quarterly rise in three years.
Should Investors Worry About North Korea’s Missile Tests?
The US stock market seems to be increasingly immune to North Korea’s ongoing military exercises.
Forecasts Anticipate Another Solid Rise For US Q4 GDP Growth
US economic growth in the fourth quarter is expected to hold at or near the solid 3% pace that’s been reported in Q2 and Q3, according to several recent forecasts.
Across-The-Board Gains For Markets Last Week - Monday, Nov. 27
Buyers lifted prices in all the major asset classes last week, based on a set of exchange-traded products. The gains mark the first run of uniformly positive weekly results in three months.
Tech-Stock Momentum Accelerates
Technology shares have surged recently, leaving the rest of US equity sectors in the dust, based on a set of ETFs.
US Business Cycle Risk Report - Tuesday, November 21
US economic activity continues to trend solidly positive in the latest roundup of numbers. In turn, recession risk remains virtually nil, based on the available data through October.
Foreign Bonds Bounced Back Last Week
Fixed-income markets in developed and emerging nations topped the winners list last week for the major asset classes, based on a set of exchange-traded products.
10-Year/2-Year Treasury Spread Falls To Post-Recession Low
The debate about the value of the Treasury spread for business-cycle analysis is set to intensify in the wake of the latest slide in the difference between the 10-year and 2-year rates.
Real M0 Money Supply’s Annual Trend Is Positive For Third Month
The Fed’s narrowest gauge of money supply – aka M0 – increased 5.1% in real terms for the year through October, based on monthly data. That’s the strongest annual gain in three years.
EC HH The Risk Of Estimating Risk
The US stock market has defied the odds this year by running hotter and staying calmer for longer than expected, based on a variety of risk metrics. It’s unclear if this is due to a failure of the risk metrics, irrational exuberance or both.
Will US Inflation Tick Higher In 2018?
The Federal Reserve has been trying to lift the inflation trend in recent years with limited success.
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