James Picerno | TalkMarkets | Page 86
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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Will Rising Energy Prices Lead To Higher Inflation?
It happens whenever there’s a sharp rise in gasoline or oil prices. Pundits focus on the increases and cry foul if broad inflation gauges don’t confirm the price hikes at the pump.
Commodities Topped Last Week’s Broad-Based Markets Gains
A broad measure of commodities rose last week, posting the strongest increase for the major asset classes, based on a set of exchange traded funds.
Junk And Long-Term Corporates Top 2019’s US Bond Market Rally
With the Federal Reserve’s rate-hike plans on hold for the foreseeable future, US fixed-income markets continue to rally.
US Q1 GDP Estimate Ticks Up But Growth Outlook Remains Muted
Revised nowcasts for the US economy edged higher in recent days, but the Bureau of Economic Analysis is still expected to report a slowdown in growth for the first-quarter report on gross domestic product (GDP) that’s due on April 26.
Will The US Economic Expansion Keep The Bull Market Humming?
The US stock market continued to defy gravity and edged up on Monday. The S&P 500 posted its eighth straight daily gain, marking its longest rally since 2017.
Commodities And Stocks Surged Last Week
Commodities and equity markets around the world posted the strongest gains for the major asset classes during the trading week through Friday, April 5, based on a set of exchange-traded funds. Meanwhile, most bond markets retreated.
US Private-Sector Payrolls Rebounded In March
US companies hired 182,000 workers in March, far above the meager 28,000 increase in February, the Labor Department reports.
Global Equity Rebound Continues To Lift All Regions This Year
No corner has been left untouched by 2019’s bull run, based on a set of exchange-traded funds that represent the world’s major equity regions.
Tech Retakes Year-To-Date Lead For US Equity Sector Returns
After a brief hiatus in second place earlier this year, technology shares are again the top-performing US equity sector in 2019, based on a set of exchange trade funds.
Risk Premia Forecasts: Major Asset Classes - Tuesday, April 2
The projected risk premium for the Global Market Index (GMI) ticked higher again in March, edging up to an annualized 4.7% return.
Major Asset Classes Performance Review - March 2019
Property shares dominated the broad-based performance gains for the major asset classes in March.
Is This Year’s Rebound In Global Markets Overbought?
How do you define irrational exuberance? There’s no single answer, much less one that offers flawless signals for timing rallies and corrections in financial markets.
US Business Cycle Risk Report - Thursday, March 28
The recent deceleration in US economic activity in last year’s second half is expected to spill over into 2019’s first quarter, but there are signs that the slowdown may be stabilizing.
Slow Growth Is (Still) Expected For Next Month’s US Q1 GDP Report
A new roundup of nowcasts for US economic activity in the first quarter continue to reflect an ongoing slowdown. Based on the estimates, output in the first three months of 2019 is on track to decelerate again — for the third straight quarter.
Quality Equity Factor Takes Lead In 2019 As Small Caps Stumble
As of yesterday’s close (Mar. 25), all the major factor strategies are posting solid gains for 2019, based on a set of exchange-traded funds. But a closer review of price action over the past month reveals a leadership change.
Stocks Fell And Bonds Rallied Last Week As Macro Risk Increased
Nearly every corner of fixed income rose last week as investors around the world sought safety in bonds as concerns about the economic outlook cut into the global risk appetite.
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