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 / Thursday at 5:00 GMT

    3 Numbers: US home sales for August set to rebound

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: US home sales for August set to rebound
    The recent upbeat manufacturing PMI data for the UK implies that today’s CBI reading will firm up. Although if the index continues to fall, doubts about Britain’s macro trend will resonate a bit deeper. Meanwhile, in the US the Chicago Fed release will provide deeper context for deciding if the outlook via the Atlanta Fed’s model is still a reasonable guesstimate, and home sales are set to rebound.
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  • Article / Wednesday at 5:01 GMT

    3 Numbers: Hike unlikely, but Fed may be laying the groundwork

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: Hike unlikely, but Fed may be laying the groundwork
    The Fed will be hard pressed to rationalise a rate hike but Yellen and company are more likely to be looking for tighter policy in December; meanwhile it has been worth keeping an eye on the BSE 30 Sensex, which has bolted out of the blue since March this year. Equally of interest is USDBRL, which is resuming an upward path
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  • 4d
    Stephen Pope Stephen Pope
    There are few certainties in life...especially in financial affairs, however, a pass by the Fed seems highly probable.

    Yellen is locked into being data dependent, therefore, to hike...
    4d
    Michael S. McKenna Michael S. McKenna
    I agree, Stephen – particularly given the shakiness seen in US equities of late, I cannot see the Fed risking a pronounced correction in exchange for a...
    4d
    fxtime fxtime
    The Feds mandate does not permit any influence to national presidency election results and must remain neutral.....I cannot see how Yellen and her merry team can do...
  • Article / Monday at 5:00 GMT

    3 Numbers: Brazilian economy at the crossroads

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: Brazilian economy at the crossroads
    Brazil's economy could be coming out of recession as its service sector recently rebounded but will today's economic activity index indicate this? In Europe the risks of deflation through a stronger euro continue to lurk and in the US housing starts might dip for August but they are expected to stay robust for the rest of the year
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  • Article / 15 September 2016 at 4:58 GMT

    3 Numbers: US retail spending not the clincher

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: US retail spending not the clincher
    There are are only moderate signs of strength in the US economy although with initial jobless claims, retail sales and industrial production all coming in today, we will soon be better informed. It's a busy day in the US and many things, including Fed intentions, could be clearer by the end of it
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  • Article / 14 September 2016 at 5:05 GMT

    3 Numbers: UK jobless rate belies Brexit fears

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: UK jobless rate belies Brexit fears
    Brexit was meant to be a blow for UK jobs, but the August numbers are saying anything but - the jobless rate has remained steady and employment may even be increasing. Meanwhile, Europe's manufacturing sector is showing no signs of any recovery, and Japan is rumoured to be in intervention mode to counter JPY strength
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