James Picerno | TalkMarkets | Page 100
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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10-Year Treasury Yield Rises To Seven-Year High
The benchmark 10-year Treasury yield edged up to 3.08% on Tuesday (May 15), marking a new seven-year high.
US Economic Growth Is Expected To Rebound In Second Quarter
US GDP growth in the second quarter is on track to accelerate, based on the median estimate of several forecasts.
US Stocks Topped Market Performances Last Week
The US equity market rebounded last week, posting a gain after two straight weekly declines.
Softer Inflation Data For April Doesn’t Change Fed’s Policy Outlook
News reports covering yesterday’s April report on consumer inflation emphasize that the monthly increase fell short of the consensus forecast.
Is The Long-Running Drought In Value Investing Ending?
The strategy of favoring low-priced stocks over their high-price counterparts has been floundering in recent years, inspiring some investors to give up on the value tilt for money management.
US Real M0 Money Supply’s Annual Trend Turns Negative
For the first time in eight months, inflation-adjusted base money (aka M0) in the US contracted in March, slipping 3.7% vs. the year-ago level.
US Real Estate Investment Trusts Top Markets For Second Week
Real estate investment trusts (REITs) in the US again posted the biggest weekly gain among the major asset classes, based on a set of exchange-traded products.
April Employment Growth Picks Up After A Weak Gain In March
US companies added 168,000 workers in April, moderately more than the 138,000 gain in the previous month, which marked the softest increase since last September.
Is A New Bear Market Lurking For The US Stock Market?
A wobbly equity market, expectations for higher interest rates and weaker economic growth in the first quarter have inspired some pundits to claim that bear-market risk for stocks has spiked higher in recent weeks.
Will The Fed Offer Guidance Today On Inflation Expectations?
The Federal Reserve is expected to leave interest rates unchanged in today’s monetary policy announcement, but firmer inflation in recent months lays the foundation for hikes in the months ahead.
Major Asset Classes - April 2018 Performance Review
Commodities bounced back in April, topping the performance list for the major asset classes.
Real Estate Investment Trusts Soared Last Week
US real estate investment trusts (REITs) surged last week, posting the biggest gain by far for the major asset classes, based on a set of exchange-traded products.
US Economic Growth Slowed In Q1, But Annual Pace Picked Up
US GDP growth eased in the first quarter, according to this morning’s report from the Bureau of Economic Analysis.
Losses Still Weigh On Most US Equity Sectors So Far In 2018
Red ink continues to prevail for most US equity sectors for year-to-date (YTD) performances through Thursday’s close (April 26). Just four of the eleven sectors are currently posting gains this year, based on a set of ETFs.
Backtesting Four Portfolio Optimization Strategies In R
Investing strategies run the gamut, but every portfolio shares a common goal: delivering optimal results.
The Rise Of 10-Year Treasury Yield To 3% Raises New Questions
The benchmark 10-year Treasury rate edged up to 3.0% yesterday (April 24) for the first time since 2014, based on daily data published by Treasury.gov.
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