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James Picerno

  • Analysis & Opinion

James Picerno's Comment & Analysis
A complete archive of James Picerno's articles, including current analysis & opinion - Page 24

US economic growth remains on track to slow in the fourth quarter, but today’s revised analysis still supports a “soft landing” outlook that will keep output strong enough to...
For much of the past month and a half, the S&P 500 has rallied, recovering all of the lost ground from the summer/fall correction.The market is currently trading at just below its July high. A...
The US was supposed to be in recession by now, according to numerous forecasts from early in 2023. But the bearish forecasts have fallen flat as output has remained positive. GDP surged in the third...
Are Small Caps Poised for a Turnaround in 2024?
By James Picerno - Dec 05, 2023
In a mixed year for equity risk factors, several flavors of large-cap shares stand out as this year’s winners, based on a set of ETF proxies through Monday’s close (Dec. 4)....
The expected return for the Global Market Index (GMI) held steady in November. Today’s revised, long-run forecast for the benchmark — a market-value-weighted portfolio that holds all the...
Global markets surged in November—except for commodities, which posted the only decline among the major asset classes last month, based on a set of ETF proxies.US property shares led the rally....
Investors are increasing their collective bets that the Federal Reserve will soon start cutting interest rates – a bet that went into overdrive this week and ignited the strongest rally in bonds...
Financial “wisdom” is said to be cyclical rather than cumulative, but that’s unfair. At least in the dominion of portfolio management and design, academics and money managers have...
The recession that was widely predicted when the year began has only been postponed, some forecasters warn. The US is likely to contract at some point in the new year, runs the updated outlook. Maybe,...
The US stock market remains on track to be the performance leader in 2023 for the major asset classes – by a wide margin. The key reason: Big-tech shares are running hot. Take out these...