James Picerno | TalkMarkets | Page 129

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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US Consumer Spending Rises A Solid 0.4% In June
Tuesday, August 2, 2016 11:05 AM EDT
The gain pushed the annual pace up to 3.7%, close to the strongest year-over-year advance in nearly a year. There are any number of challenges weighing on the economy, but weak spending on Main Street isn’t one of them.
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Risk Premia Forecasts: Major Asset Classes - August 2, 2016
Tuesday, August 2, 2016 7:19 AM EDT
The expected risk premium for the Global Market Index rebounded in July, rising to a 14-month high. GMI—an unmanaged market-value weighted mix of the major asset classes—is expected to earn an annualized 3.8% risk premium over the long term.
In this article: IWM
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Major Asset Classes: July 2016 - Performance Review
Monday, August 1, 2016 6:14 AM EDT
Foreign stocks led markets higher in July. Equities in developed markets ex-US topped the performance list with a 5.1% total return last month, edging out emerging-market stocks (MSCI Emerging Markets), which tacked on 5.0%.
In this article: EFA, EEM
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Thirty Years Of Regime Change Via The Stock-Bond Return Spread
Friday, July 29, 2016 7:07 AM EDT
The US stock market has been trading at or near record highs recently, a performance that inspires some analysts to predict that the long-running equity bull market is still poised for even greater heights.
In this article: VFICX, VFINX
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Can A Restaurant Slump Trigger A US Recession?
Thursday, July 28, 2016 8:10 AM EDT
Although every downturn has common themes—rising unemployment, lower consumption, etc.- the specific mix of factors that create the conditions that lead to any given slump is a complex brew of interactions.
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The Effective Fed Funds Rate Ticks Higher, Hinting At A Rate Hike
Wednesday, July 27, 2016 8:00 AM EDT
The Federal Reserve is expected to forgo a rate hike in today’s FOMC policy announcement and keep the target Fed funds at a 0.25%-to-0.50% range. But the recent increase in the effective Fed funds rate suggests that a hawkish bias is bubbling.
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US GDP Growth Is Expected To Strengthen In Friday’s Q2 Report
Tuesday, July 26, 2016 7:10 AM EDT
US economic growth is on track to post an encouraging rebound in this Friday’s “advance” GDP report for the second quarter. By most estimates, the Bureau of Economic Analysis is expected to report that output will rise by 2%-plus in Q2.
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US REITs Are Red Hot
Monday, July 25, 2016 8:11 AM EDT
Summertime sizzle was on full display last week for US real estate investment trusts. These securities delivered the strongest gains for the five trading days through July 22, based on set of ETF proxies for the major asset classes.
In this article: VNQI, DJP, VNQ
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Is Recession-Risk Monitoring Useful For Investing?
Friday, July 22, 2016 8:35 AM EDT
There’s a myth going around that tracking the business cycle is a waste of time for investors. On the surface, the reasoning sounds logical.
In this article: SPX
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Utility Stocks Power On
Thursday, July 21, 2016 8:09 AM EDT
Upside momentum continues to favor utility stocks, which retain top billing among US sectors in the one-year total return column via a set of proxy ETFs. These companies have been strong all year, which is starting to worry some analysts.
In this article: VOX, XLE, XLF, XLU Also: XLB, XLI, XLK, XLP, XLV, XLY
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US Business Cycle Risk Report - 20 July, 2016
Wednesday, July 20, 2016 6:36 AM EDT
The first half of 2016 has been a rocky road for the US economy, but the macro trend has muddled through and continues to post growth that appears to be strong enough to avoid a new recession.
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Chicago Fed Nat’l Activity Index: June 2016 Preview
Tuesday, July 19, 2016 3:10 PM EDT
The three-month average of the Chicago Fed National Activity Index (CFNAI) is expected to tick higher in tomorrow’s June report.
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Is Inflation Headed Higher? Recent History Leaves Room For Doubt
Tuesday, July 19, 2016 8:25 AM EDT
In some quarters, forecasts of sharply higher inflation in the US have become a perennial warning since the Great Recession ended in mid-2009.
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Stocks Soared As Bonds Suffered Last Week
Monday, July 18, 2016 7:45 AM EDT
Emerging-market equities led stock markets around the world higher for the trading week through July 15, based on a set of ETF proxies for the major asset classes. By contrast, most fixed-income categories tumbled last week.
In this article: BWX, DJP, VNQ, VWO
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U.S. Retail Sales & Industrial Output Post Sharp Gains For June
Friday, July 15, 2016 10:30 AM EDT
Retail sales and industrial output bounced back in June, providing more evidence that recession risk remains low for the U.S.
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Negative Yields: The Final Frontier–Or A Brave New World?
Thursday, July 14, 2016 7:20 AM EDT
As the crowd chases bonds with record low payouts, the fixed-income crew is exploring strange new worlds, boldly venturing to go where no investor has gone before.
In this article: EZU, SPY
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