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James Picerno

 
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  • U.S. Retail Sales: August 2014 Preview
    Thu, Sep. 11 Comment!
  • Analyzing Volatility For Timely Signals About Market Risk
    Wed, Sep. 10 SPY, VXX, VXZ 5 Comments
  • Macro-Markets Risk Index Remains Close To 2014 High
    Tue, Sep. 9 Comment!
  • Is Growth Destined To Slow?
    Fri, Sep. 5 3 Comments
  • A Macro Tailwind For Stocks
    Thu, Sep. 4 SPY, DIA, IWM 2 Comments
  • ADP Employment Report: August 2014 Preview
    Wed, Sep. 3 SPY, DIA, QQQ Comment!
  • ISM Manufacturing Index: August 2014 Preview
    Mon, Sep. 1 IYJ, VIS, XLI Comment!
  • Personal Consumption Expenditures: July 2014 Preview
    Thu, Aug. 28 DIA, QQQ, SPY Comment!
  • Q3 2014 U.S. GDP Nowcast: +2.5% - 25 August 2014
    Mon, Aug. 25 SPY, DIA, QQQ 1 Comment
  • Strange Bedfellows: A Stronger Economy And Lower Yields
    Fri, Aug. 22 IEF, SPY, DIA 5 Comments
  • Jobless Claims Still Trending Lower
    Thu, Aug. 21 SPY, DIA, QQQ 1 Comment
  • U.S. Economic Profile: 8.20.14
    Wed, Aug. 20 SPY, DIA, QQQ 3 Comments
  • U.S. Housing Starts: July 2014 Preview
    Mon, Aug. 18 XHB, IYR Comment!
  • U.S. Industrial Production: July 2014 Preview
    Tue, Aug. 12 XLI, VIS, IYJ Comment!
  • U.S. Retail Sales: July 2014 Preview
    Tue, Aug. 12 1 Comment
  • Asset Allocation And Rebalancing Review: 11 August 2014
    Mon, Aug. 11 VTI, DJP, BND 2 Comments
  • Dangerous Summer: Risk-Off Is On Again
    Thu, Aug. 7 PLW, IEF, GOVT 1 Comment
  • Macro-Markets Risk Index Falls From Recent Highs But Still Predicts Growth
    Wed, Aug. 6 SPY, DIA, OIL Comment!
  • U.S. Nonfarm Private Payrolls: July 2014 Preview
    Thu, Jul. 31 SPY, DIA, QQQ 1 Comment
  • Are Lower Yields Signaling Higher Risk?
    Wed, Jul. 30 PLW, GOVT, TAPR Comment!
  • ADP Employment Report: July 2014 Preview
    Tue, Jul. 29 Comment!
  • Housing: The New Risk Factor
    Fri, Jul. 25 RTL, REZ 3 Comments
  • Jobless Claims Drop To 8-Year Low
    Thu, Jul. 24 SPY, DIA, QQQ 9 Comments
  • The Great Deceleration In The Monetary Base
    Wed, Jul. 23 SPY, DIA 6 Comments
  • The Case For Higher Rates Looks Weak... Again
    Tue, Jul. 22 2 Comments
  • Chicago Fed: A Modest Deceleration For U.S. Growth In June
    Mon, Jul. 21 SPY, DIA, QQQ Comment!
  • Soft Housing Starts Data For June: A Warning Or Sign Of A Maturing Recovery?
    Thu, Jul. 17 XHB, ITB, PKB 3 Comments
  • U.S. Housing Starts: June 2014 Preview
    Wed, Jul. 16 IYR, VNQ, DRN Comment!
  • U.S. Industrial Production: June 2014 Preview
    Tue, Jul. 15 XLI, VIS, IYJ 1 Comment
  • Asset Allocation And Rebalancing Review: July 15, 2014
    Tue, Jul. 15 VTI, VTA, VEA 1 Comment
  • U.S. Retail Sales: June 2014 Preview
    Mon, Jul. 14 XLP, XLY, VDC Comment!
  • Quarterly GDP Reports: Read At Your Own Risk
    Fri, Jul. 11 SPY, DIA, QQQ 5 Comments