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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Are Negative Interest Rates Destiny For The US?
Thursday, August 29, 2019 8:42 AM EDT
Actually, negative rates have already reached America’s shore, albeit in selected bond markets for specific maturities.
In this article: IEF
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US Equities Relatively Immune To Trade-War Risk … So Far
Wednesday, August 28, 2019 4:11 PM EDT
The US-China trade war is taking a toll on investor sentiment, but most of the blowback for world stock markets has been borne outside the US.
In this article: CEE, ILF, SPY Also: MCHI, AAXJ, GULF, AFK, EWJ, VGK
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Modest Growth Still Expected For US Economy In Q3
Tuesday, August 27, 2019 8:44 AM EDT
The uncertainty with the US-China trade war continues to roil financial markets and business sentiment, but the outlook for the upcoming third-quarter US GDP report is still pointing to moderate growth, based on the latest nowcasts.
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Foreign Junk Bonds Surged Last Week As Stocks Tumbled
Monday, August 26, 2019 8:32 AM EDT
Trade-war risk returned with a vengeance on Friday, taking a bite out of global equity markets.
In this article: GSG, VNQ, VTI, IHY
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Will Consumers And Services Keep The US Out Of Recession?
Friday, August 23, 2019 8:57 AM EDT
The manufacturing sector continues to be a drag on economic growth in the US and around the world.
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Deep-Value ETF Report: Biggest Discounts In Commodities, Energy
Thursday, August 22, 2019 9:10 AM EDT
The evolution of Mr. Market’s discounting machine unfolds at a glacial pace these days.
In this article: EMLC, XHE, DJP, XES, XSD
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Tech And Real Estate Remain The Red-Hot Equity Sector Leaders
Wednesday, August 21, 2019 8:47 AM EDT
If you’re wondering why certain US equity strategies are outperforming this year, there’s a decent chance that overweighting technology and real estate sectors has been the secret sauce for success.
In this article: XLK, XLRE, SPY, XLE
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US Business Cycle Risk Report - Tuesday, August 20
Tuesday, August 20, 2019 9:16 AM EDT
Recession forecasts have been mounting lately, largely due to inverted yield curves.
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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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