James Picerno | TalkMarkets | Page 182

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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The Question Of The Week: What Do Falling Yields Mean For The US Economy?
Monday, August 18, 2014 10:42 AM EDT
The benchmark 10-year Treasury yield closed under 2.35% last week, the lowest in more than a year. Oil prices are soft as well these days, with the spot price for West Texas Intermediate slipping into the mid-$90 range for the first time since early February.
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US Housing Starts: July 2014 Preview
Monday, August 18, 2014 9:48 AM EDT
Housing starts are expected to total 937,000 in tomorrow’s update for July, based on The Capital Spectator’s median econometric point forecast.
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Bubble Investigations
Tuesday, August 12, 2014 8:35 AM EDT
The last decade or so has witnessed a productive run of research on the ever-topical issue of detecting market bubbles in real time.
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US Retail Sales: July 2014 Preview
Monday, August 11, 2014 4:44 PM EDT
US retail sales are expected to rise 0.2% in the July report vs. the previous month, according to The Capital Spectator’s median econometric forecast.
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Asset Allocation & Rebalancing Review - 11 August 2014
Monday, August 11, 2014 8:01 AM EDT
Worrying about risk witnessed a revival last week amid a mix of heightened concerns on geopolitical and economic fronts.
In this article: EMLC, BND, VEA, PICB, BWX, DJP, JNK, VNQ, VTI, VWO
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Risk-Off Momentum Rolls On
Friday, August 8, 2014 9:19 AM EDT
Treasury yields fell again yesterday, with the benchmark 10-year rate slipping to 2.43% at Thursday’s close—marking a 13-month low.
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Dangerous Summer: Risk-Off Is On Again
Thursday, August 7, 2014 7:32 AM EDT
The benchmark 10-year Treasury yield is under 2.50% again, or near the lowest levels for the past year.
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Macro-Markets Risk Index Falls From Recent Highs But Still Predicts Growth
Wednesday, August 6, 2014 7:16 AM EDT
The economic trend for the US remained positive in early August, albeit at a relatively subdued level in comparison with recent history, according to a markets-based estimate of macro conditions.
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Profiling Mr. Market’s Asset Allocation
Tuesday, August 5, 2014 8:44 AM EDT
Whenever I update returns for the Global Market Index (GMI) and its components or crunch the data on projecting risk premia, I invariably receive emails asking for the associated asset allocation percentages.
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Risk Premia Forecasts | 04 August 2014
Monday, August 4, 2014 7:27 AM EDT
Most of the major asset classes took a hit in July, a month that witnessed the broadest set of corrections for global markets since January.
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Major Asset Classes | July 2014 | Performance Review
Friday, August 1, 2014 12:58 PM EDT
Risk finally received its comeuppance in July. Last month witnessed the broadest round of negative returns since January among the major asset classes.
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Payrolls, Income & Spending: The Trend Remains The Same
Friday, August 1, 2014 10:23 AM EDT
The US economy minted fewer jobs than expected in July, although the year-over-year change in private-sector payrolls inched higher, reaching an eight-month peak, the Labor Department reports.
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Personal Consumption Expenditures: June 2014 Preview
Thursday, July 31, 2014 5:27 PM EDT
Tomorrow’s update on US personal consumption spending for June is expected to report a gain of 0.3% vs. the previous month, based on The Capital Spectator’s median econometric point forecast. That’s slightly higher than the reported 0.2% rise for May.
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US Nonfarm Private Payrolls: July 2014 Preview
Thursday, July 31, 2014 7:11 AM EDT
Private nonfarm payrolls in the US are projected to increase 232,000 in tomorrow’s July update from the Labor Department, according to The Capital Spectator’s median econometric point forecast.
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Upbeat US Macro News On GDP & Jobs
Wednesday, July 30, 2014 10:38 AM EDT
“The July employment gain was softer than June, but remains consistent with a steadily improving job market,” said Mark Zandi, chief economist of Moody’s Analytics, in the accompanying press release for today’s ADP release.
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Are Lower Yields Signaling Higher Risk?
Wednesday, July 30, 2014 7:54 AM EDT
A funny thing happened on the way to higher interest rates: yields took a surprising turn lower. The 10-year Treasury yield yesterday dipped under 2.47%, near the lowest level since a swoon in late-May pushed this benchmark rate to an intraday low of roughly 2.40% at one point.
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