James Picerno | TalkMarkets | Page 80

James Picerno

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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Wobbly Economic Outlook Favored Bonds Last Week
Monday, August 19, 2019 8:57 AM EDT
Rising worries about the global economy triggered a strong wave of fixed-income buying last week, propelling US bonds to the top of the performance ledger for the major asset classes, based on a set of exchange-traded funds.
In this article: EMLC, BND, VNQ
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The Bond Market’s All-In On Its Recession Forecast
Friday, August 16, 2019 8:13 AM EDT
Mounting recession worries of late have taken a bite out of stocks, but heightened fears that an economic contraction may be near has lit a fire of buying for US bonds.
In this article: VCLT, TLH, TLT
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And Then There Were Two (Inverted Yield-Curve Recession Signals)
Thursday, August 15, 2019 7:56 AM EDT
One of the crowd’s favorite yield curve pairings (the spread on 10-year less 3-month Treasuries) has been signaling elevated US recession risk since May.
In this article: IEF
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It’s An Expansion, If You Can Keep It
Wednesday, August 14, 2019 9:18 AM EDT
A fair amount of the recent weakness in US economic growth is bound up with the US-China trade war. Absent this self-inflicted policy, output would be stronger and recession fears would fade.
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Bond Market Smells Recession. Will The Real Economy Follow?
Tuesday, August 13, 2019 9:07 AM EDT
Asset pricing is often mysterious as a source of figuring out exactly what Mr. Market is discounting, but in the case of bonds these days there’s no ambiguity about the crowd’s outlook.
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US Real Estate Investment Trusts Led Markets For Second Week
Monday, August 12, 2019 7:30 AM EDT
Real estate shares are on a roll. For a second week, real estate investment trusts (REITs) posted the strongest weekly gain for the major asset classes, based on performances via a set of exchange-traded funds.
In this article: BND, VEA, GLD, GSG, JNK, TIP, VNQ, VTI
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Trump’s Trade War Is A High-Stakes Gamble
Friday, August 9, 2019 8:20 AM EDT
Concerns about the president’s single-minded push to confront China is less about objectives and motivation vs. process. Most economists agree that the US needs to renegotiate its trade relationship with China.
In this article: JPM
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Tech And Real Estate Continue Lead US Equity Sectors This Year
Thursday, August 8, 2019 8:55 AM EDT
The stock market has taken investors on a white-knuckle ride in 2019, but despite the surge in volatility lately all the major equity sectors continue to post year-to-date gains, based on a set of exchange-traded funds.
In this article: XLK, XLRE, SPY, XLE
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Early Q3 GDP Estimates Anticipate Modest Growth For US
Wednesday, August 7, 2019 7:40 AM EDT
The recent slowdown in US economic growth is expected to continue in the third quarter, based on recent nowcasts. The numbers suggest that the current expansion, the longest on record, will endure.
In this article: IEF
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Is President Trump Losing Control Of His Trade War?
Tuesday, August 6, 2019 9:16 AM EDT
For several months all was working well. Or so it seemed. Slowly ratcheting up trade tariffs on China gave President Trump several talking (and tweeting) points with minimal economic blowback.
In this article: IEF
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US REITs Continued To Rebound Last Week As Stocks Tumbled
Monday, August 5, 2019 8:16 AM EDT
Real estate investment trusts (REITs) led the major asset classes last week as investors dumped stocks, based on a set of exchange-traded funds.
In this article: VNQ, VWO, GSG
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US Private-Employment Hiring Rose Modestly In July
Sunday, August 4, 2019 12:15 AM EDT
US companies added 148,000 workers to payrolls in July (on a seasonally adjusted basis), the Labor Department reports. The gain is below June’s increase, but the one-year trend for private payrolls was steady, as expected,at a respectable +1.7%.
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Risk Premia Forecasts: Major Asset Classes - August 2, 2019
Friday, August 2, 2019 6:23 PM EDT
The Global Market Index’s risk premium is expected to earn an annualized 4.8%, based on revised data through July. Today’s update is unchanged from last month’s analysis.
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Macro Briefing - August 2, 2019
Friday, August 2, 2019 8:14 AM EDT
A roundup of the articles you need to read the most, today, August 2nd 2019.
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Major Asset Classes Performance Review - July 2019
Thursday, August 1, 2019 8:14 AM EDT
US equities continued to lead the major asset classes in July.
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The Bond Market Embraces Nirvana
Wednesday, July 31, 2019 8:40 AM EDT
This year’s red-hot bond-market rally looks set for a new burst of bullish support if the Federal Reserve cuts interest rates today, which is widely expected.
In this article: VCLT, JNK, BND, IEF
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