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.

Disclaimer

The Saxo Bank Group entities each provide execution-only service and access to Tradingfloor.com permitting a person to view and/or use content available on or via the website is not intended to and does not change or expand on this. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Tradingfloor.com and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Tradingfloor.com is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Tradingfloor.com or as a result of the use of the Tradingfloor.com. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. When trading through Tradingfloor.com your contracting Saxo Bank Group entity will be the counterparty to any trading entered into by you. Tradingfloor.com does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of our trading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws. Please read our disclaimers:
- Notification on Non-Independent Invetment Research
- Full disclaimer

348 FOLLOWERS
Write a Squawk to James Picerno
  • Article / Yesterday at 5:00 GMT

    3 Numbers: Steady German industry growth, UK industry, US job openings

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: Steady German industry growth, UK industry, US job openings
    Today's figure for German industrial output should show moderate growth. That is encouraging, but this May data won't reveal anything about macro trends in the post-referendum Eurozone. Meanwhile, the crowd expects a mixed message in the UK industrial release for May, with weakness alongside stronger growth in annual growth terms. In the US, if job openings data can hold onto recent gains, it will provide a bullish counterpoint to recent disappointment in other corners of the labour market.
    Read the article
    21h
    Clemens Bomsdorf Clemens Bomsdorf
    The German statistical bureau just reported that "production in industry remained unchanged from the previous month on a price, seasonally and working day adjusted basis." https://www.destatis.de/EN/PressServices/Press/pr/2015/07/PE15_249_421.html
    13h
    James Picerno James Picerno
    Indeed, although the seasonally adjusted YoY change was +2.2%
  • Article / Monday at 4:59 GMT

    3 Numbers: High hopes for EZ retail, US labour conditions, US services

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: High hopes for EZ retail, US labour conditions, US services
    Today’s release of the Eurozone's retail PMI for June will provide additional guidance on how the region is faring – with the main challenge likely to be holding on to May's advance. Across the Atlantic, a soft number for the Fed's Labour Market Conditions Index will likely be read as a hint that a September rate hike may not happen, while the ISM for services numbers are expected to show a relatively stable growth rate.
    Read the article
  • Article / Thursday at 7:00 GMT

    Morning Markets: The waiting game

    Consulting Editor / Saxo Bank
    Denmark
    Morning Markets: The waiting game
    With the Greek talks closed until this weekend's referendum and USD traders cautiously awaiting today's nonfarm payrolls data, it could appear as if an uneasy calm has descended over markets. A quick glance at China, however, shows that calm is anything but a global rule.
    Read the article
  • Article / Thursday at 5:23 GMT

    3 Numbers: Spain unemployment blowback fears, US jobless, US nonfarm

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: Spain unemployment blowback fears, US jobless, US nonfarm
    Europe is headling into uncharted politico-economic terrain thanks to the Greek debacle. Today's monthly unemployment release will reveal if there is any blowback for Spain from the Greek debacle. in the US, the jobless claims release should strengthen the view that the economy is in recovery. And analysts are upbeat about the prospects for a healthy rise in the US nonfarm payrolls figure for June.
    Read the article
  • Article / 01 July 2015 at 7:00 GMT

    Morning Markets: Athens Armageddon

    Deputy Editor / TradingFloor.com
    Denmark
    Morning Markets: Athens Armageddon
    After Greece crashed out of its IMF bailout last night and cut itself off from the oxygen of Eurozone emergency funds, Europe's currency bloc is in uncharted territory as efforts continue to prevent a full-blown Grexit.
    Read the article
  • Article / 30 June 2015 at 7:01 GMT

    Morning Markets: Germany 1 Greece 0

    Morning Markets: Germany 1 Greece 0
    Germany's unemployment fell to a 24-year low in May and today’s update for June might send numbers higher again. Greece's shadow remains, but the case is still intact for thinking that the US will continue to post moderately stronger Consumer Confidence numbers after a weak first quarter.
    Read the article
    30 June
    Clemens Bomsdorf Clemens Bomsdorf
    German unemployment dropped by another 1,000 people - this is less than estimated and the unemployment rates stays at a record low 6.4%. Also, the year-on-year employment...
  • Article / 30 June 2015 at 4:57 GMT

    3 Numbers: Cracks emerge in German jobs trend, EZ CPI, US confidence

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: Cracks emerge in German jobs trend, EZ CPI, US confidence
    Greece remains in the headlines but Germany's unemployment update for June will also be attracting attention. While it is expected to stay largely upbeat, there is the potential for some cracks to emerge. Meanwhile, the Eurozone's CPI number may show some slowing in pricing pressure while across the Atlantic, the mood around US consumer confidence is brightening.
    Read the article
  • Article / 29 June 2015 at 5:04 GMT

    3 Numbers: EU business climate optimistic, US homes, Dallas Fed index

    editor/analyst / CapitalSpectator.com
    United States
    3 Numbers: EU business climate optimistic, US homes, Dallas Fed index
    Greece will play a big part in the week ahead as the market deals with the uncertainty over a Grexit. Other news in Europe includes the Eurozone's June's Business Climate Indicator, which may show a bit of short-term weakness but cautious optimism remains. Across the Atlantic, US pending home sales are expected to move higher, while data from today's Dallas Fed Index will provide more support, if only on the margins, for the belief that manufacturing is stabilising.
    Read the article
Show latest activity
Check your inbox for a mail from us to fully activate your profile. No mail? Have us re-send your verification mail