James Picerno | TalkMarkets | Page 77
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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Is The Treasury Market Transitioning For Reflation In 2020?
Amid signs that 2019’s slowdown in the US economy may be stabilizing, the US Treasury market appears to be flirting with firmer inflation expectations.
Emerging Markets Stocks Continued To Rebound Last Week
The recent bounce in emerging markets shares accelerated last week, delivering the strongest gain for the major asset classes over the five trading days through Dec. 13, based on a set of US-listed exchange-traded funds.
Lessons Learned From The Recent Recession Scare
Earlier this year a number of economic analysts were convinced that a US recession was imminent. So far, however, the economy has continued to expand, albeit at a slowing pace as the year unfolded.
Will The US Economy Accelerate In 2020?
The recent economic slowdown has fanned worries that the US is headed for a rough year in 2020.
Tech Stocks Leading US Sectors By Wide Margin In 2019
As horse races go, this one isn’t close. Shares of technology stocks are far ahead of the rest of the equity sector field this year, based on a set of exchange traded funds.
US Q4 GDP Growth Outlook Strengthens… Slightly
Q4 GDP is expected to rise 1.8%, according to the median nowcast. That compares with a 2.1% gain in Q3, according to the Bureau of Economic Analysis. BEA is scheduled to release the initial Q4 data on Jan. 30.
Commodities Led Most Asset Classes Higher Last Week
Breaking a three-week losing streak, broadly defined commodities topped last week’s returns for the major asset classes, based on a set of exchange-traded funds.
Is The November Payrolls Report As Good As It Looks?
US companies hired substantially more workers than economists expected in November, providing an upside jolt to economic sentiment.
Does Recession Risk Rise As The Expansion Ages?
With each passing month, the current US economic expansion sets a new record for duration. That’s a good thing, of course, but for some analysts it’s a warning sign.
Is US Employment Data Flirting With An Economic Warning Sign?
Depending on the employment indicator, the US economic outlook is upbeat or worrisome. Focusing on yesterday’s ADP Employment Report for November leans toward the latter.
Quality Is The Lone Equity Factor Beating The Market This Year
Volatility has returned to the stock market this week after a couple months of relative calm. Not surprisingly, the sharp wave of selling on Monday and Tuesday has reordered the horse race for primary equity factors.
Risk Premia Forecasts: Major Asset Classes - Tuesday, December 3
The outlook for the Global Market Index’s risk premium ticked higher for a third month in a row in November.
Major Asset Classes: Performance Review, November 2019
The US stock market was the clear performance leader for the major asset classes in November. The strong gain in American shares was all the more striking in a month that was otherwise skewed to the downside.
Off The Charts: Extreme Moves In ETFs
Highlighting some of the gains and losses at the outer edge of market action of late.
Is The Recent Rebound In Interest Rates Fading?
The bond market, by contrast, appears to be pondering a different outlook these days. The resumption of the downtrend in yields is still in its early stages and so there’s room for debate about what comes next.
US Economy Remains On Track To Slow In Fourth Quarter
The median for the October-through-December quarter is a 1.5% gain, which marks another slowdown from Q3’s 1.9% rise.
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