James Picerno | TalkMarkets | Page 85
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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US Real Estate Shares Topped Last Week’s Market Gains… Again
For a second week in a row, securitized real estate stocks in the US posted the biggest gain for the major asset classes, based on a set of exchange-traded funds.
US Hiring Accelerated In April
US companies expanded payrolls at a sharply stronger pace in April, the Labor Department reports.
Tech Stocks Continue To Lead US Sectors In 2019
Technology shares remain the top-performing sector in this year’s broad-based stock market rally, based on a set of exchange-traded funds.
Macro Briefing: May 2, 2019
The top stories to start your day off with...
US GDP Growth Accelerated In First Quarter
Economic activity increased in the first three months of this year at a stronger pace than expected. Most models and analysts underestimated the 3.2% advance in output in Q1, which marks a strong improvement over the 2.2% rise in last year’s Q4.
Junk Bonds Continue To Lead US Fixed-Income Rally In 2019
Maybe the market is simply ignoring the caveats in pursuit of what’s considered easy money. Whatever the explanation, there’s no denying junk’s bull market of late.
US Business Cycle Risk Report - Thursday, April 25
The US economy continues to show signs of stabilizing at a slower pace of growth, based on a broad set of economic and financial indicators.
Fed Funds Rate Ticks Up To 2.44%–Highest Since 2008
The Federal Reserve’s decision in early 2019 to pause on interest rate hikes is widely credited as a key factor in the stock market’s U-turn this year following the sharp correction in equities in late-2018.
Analysts And Models Offer Mixed Outlook For Friday’s GDP Report
Several of the nowcasts foresee a slight pickup in growth and so it’s premature to rule out a degree of firming for Q1.
US REITs Suffer Biggest Weekly Loss So Far In 2019
Real estate investment trusts (REITs) in the US tumbled last week, posting the biggest setback for the major asset classes during the shortened trading week that ended on April 18, based on a set of exchange-traded funds.
Deep-Value ETF Report: Commodities Remain Deep In The Hole
Poring over ETFs in search of funds that appear to be deeply discounted relative to fair value is a task that continues to reveal a commodities-heavy list.
Politics Takes A Bite Out Of Health Care Stocks
Suddenly it’s a tough time to own health care stocks. What’s changed? In a word, politics.
China’s Stock Market Continues To Lead Global Equity Rally In 2019
Equity markets in China continue to lead this year’s across-the-board gains around the world, based on a set of exchange-traded funds that represent the major regions and markets.
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.
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