United States
Biography
James Picerno is a freelance journalist/analyst who specializes in macroeconomics and investment strategy, including asset allocation, related academic research, and the analysis of ETFs, ETNs and mutual funds. Picerno is the author of Nowcasting The Business Cycle: A Practical Guide For Spotting Business Cycle Peaks Ahead Of The Crowd (2014); and Dynamic Asset Allocation: Modern Portfolio Theory Updated For The Smart Investor (Bloomberg Press, 2010). He also edits The Capital Spectator (CapitalSpectator.com), a finance/economics blog that’s been quoted by a range of news organizations, including The Wall Street Journal, Reuters and others. His articles have appeared in a variety of publications over the years, including The Atlantic, Financial Advisor, BankRate.com, and HorsesMouth.com. Picerno has been writing about finance and macroeconomics since the early 1990s at Bloomberg, Dow Jones and other media groups before becoming an independent writer/analyst/consultant in 2008.

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Write a Squawk to James Picerno
  • Article / Wednesday at 5:56 GMT

    3 Numbers: Italians upbeat, EU consumer confidence, US home sales

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: Italians upbeat, EU consumer confidence, US home sales
    There’s a case for expecting good news on Italian retail sales courtesy of the sharp gains in consumer confidence lately, and the tide also seems to have turned when it comes to consumer confidence in the Eurozone. Meanwhile, today’s monthly update of sales activity in the US housing market is expected to deliver some much-needed cheer for the US economic outlook.
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  • Article / Tuesday at 5:05 GMT

    3 Numbers: German confidence rising, Eurozone sentiment, US Redbook

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: German confidence rising, Eurozone sentiment, US Redbook
    Thinking positively about the macro trend has been the narrative in several sentiment benchmarks for Germany in recent months, and Europe, too is looking more confident according to the ZEW indicator. In the US, last week’s update from Redbook reflected lesser growth rates for spending, but the Redbook numbers are quirky
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  • Article / Monday at 6:58 GMT

    Morning Markets: China's evasive action

    Deputy Editor / TradingFloor.com
    Denmark
    Morning Markets: China's evasive action
    While the market looks ahead to Friday's crunch meeting in the Latvian capital between Greece and its EU lenders, China takes decisive action by slashing its bank reserve requirement ratio in an effort to avert a hard landing for its increasingly fraught economy.
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  • Article / Monday at 5:01 GMT

    3 Numbers: EU construction setback, US Chicago Fed, US 10-Year yield

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: EU construction setback, US Chicago Fed, US 10-Year yield
    Eurozone construction output data is due out today. Any setback should be greeted as noise, given the upbeat nature of other indicators. In the US, the March report for the Chicago Fed National Activity Index will probably show that growth was relatively weak at the end of the first quarter. Most economists say that weakness in US macro data is only temporary. That may be true, although the Treasury market’s having a hard time digesting the latest data. The benchmark 10-year Treasury yield closed last week at 1.87%, the lowest since the start of the month.
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  • Article / 17 April 2015 at 7:00 GMT

    Morning Markets: Can EURUSD break 1.0800?

    Managing editor, TradingFloor.com / Saxo Bank
    Denmark
    Morning Markets: Can EURUSD break 1.0800?
    EURUSD was embroiled in parity talk last week, but the speculation today is that a strong Eurozone CPI could help propel it toward and perhaps beyond 1.0800 especially as the dollar is still floundering on some less than impressive data recently.
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    17 April
    Martin O'Rourke Martin O'Rourke
    Why is that Neil? Is it some China-specific condition?
    17 April
    Neil_Flynn Neil_Flynn
    Standard bubble behaviour. Everyone is talking about investing in equities here, because they keep rallying. There was a report on Bloomberg last week about high school drop...
    17 April
    Neil_Flynn Neil_Flynn
    The FT summed up my sentiments rather well: This is nuts. When’s the crash?http://ftalphaville.ft.com/2015/04/08/2125970/the-is-nuts-whens-the-crash/
  • Article / 16 April 2015 at 7:00 GMT

    Morning Markets: America, by the numbers

    Consulting Editor / Saxo Bank
    Denmark
    Morning Markets: America, by the numbers
    Today's Asian session has seen a slight pullback in the dollar-bull trend as well as a more significant one in JPY. With US Housing Starts, Jobless Claims and Manufacturing data on the calendar today, the USD rally will be placed in stark relief against these key economic indicators.
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  • Article / 16 April 2015 at 5:17 GMT

    3 Numbers: US housing hopes build, US jobless claims, Philly Fed

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: US housing hopes build, US jobless claims, Philly Fed
    Questions expected to be answered today include whether the improving mood in the US housing market translates into stronger residential housing construction, and whether Initial Jobless Claims remain close to a 15-year low. Meanwhile, no change is expected in the Philadelphia Fed Manufacturing Index, which is on track to remain at 5.0 for April.
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  • Article / 15 April 2015 at 5:40 GMT

    3 Numbers: ECB to uphold QE, hold policy rate; US industry; US housing

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: ECB to uphold QE, hold policy rate; US industry; US housing
    Market watchers will pay close attention to the ECB interest rate announcement and press conference. The release arrives in the wake of upbeat economic reports for the Eurozone, including a higher growth forecast from the IMF and upbeat industrial figure. Meanwhile US industrial production for last month is likely to show some weakness. And the April reading of mood in US home building may reveal early signs of a spring rebound.
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