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James Picerno  

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  • U.S. Nonfarm Private Payrolls: April 2015 Preview
    Thu, May 7 SPY, DIA, QQQ Comment!
  • Bullish Momentum Cools A Bit For U.S. Sector ETFs
    Thu, May 7 XLV, XLE, SPY Comment!
  • ADP: U.S. Private-Sector Payrolls Rise Less Than Forecast In April
    Thu, May 7 SPY, DIA, QQQ Comment!
  • Q1 Growth Was Weak, But It's Not A Recession Signal
    Wed, May 6 SPY, DIA, QQQ 1 Comment
  • ADP Employment Report: April 2015 Preview
    Tue, May 5 SPY, DIA, QQQ Comment!
  • Is The Market Still Looking For A Rate Hike This Year?
    Tue, May 5 SPY, DIA, QQQ 1 Comment
  • Risk Premia Forecasts - 4 May, 2015
    Mon, May 4 SPY, DIA, QQQ 1 Comment
  • Major Asset Classes: April 2015 Performance Review
    Sun, May 3 SPY, DIA, QQQ 3 Comments
  • Estimating Recession Risk After The Weak Q1 GDP Report
    Thu, Apr. 30 RINF, INFL, UINF 2 Comments
  • A 15-Year Low For Jobless Claims As Consumer Spending Improves
    Thu, Apr. 30 XLY, XRT, VCR Comment!
  • ISM Manufacturing Index: April 2015 Preview
    Thu, Apr. 30 SPY, DIA, QQQ Comment!
  • U.S. GDP Growth Slows To A Crawl In Q1
    Wed, Apr. 29 SPY, DIA, QQQ 1 Comment
  • If The Economy Is Slowing, Why Aren't Rates Falling?
    Wed, Apr. 29 IEF, PST, IEI 6 Comments
  • Still Looking For A Q2 Bounce Back In The U.S.
    Tue, Apr. 28 SPY, DIA, QQQ 3 Comments
  • Q1 2015 U.S. GDP Estimate: +1.8%
    Tue, Apr. 28 SPY, DIA, QQQ 1 Comment
  • Mixed Economic Signals So Far For The U.S. In Q2
    Fri, Apr. 24 SPY, DIA, QQQ 1 Comment
  • Upbeat Forecasts For U.S. Housing Sales In March
    Wed, Apr. 22 XHB, ITB, PKB 5 Comments
  • Wary Optimism In The Treasury Market
    Tue, Apr. 21 IEF, PST, IEI Comment!
  • Trailing Return Spread Tightens As U.S. REITs Retreat
    Mon, Apr. 20 VNQ, DJP, VTI 1 Comment
  • Chicago Fed: Slowest U.S. Growth In Nearly 3 Years
    Mon, Apr. 20 SPY, DIA, QQQ 5 Comments
  • Housing Starts Rise Less Than Forecast In March
    Thu, Apr. 16 XHB, ITB, PKB 1 Comment
  • Will The Fed Delay The First Rate Hike?
    Thu, Apr. 16 RINF, INFL, UINF 1 Comment
  • U.S. Housing Starts: March 2015 Preview
    Thu, Apr. 16 XHB, ITB, PKB Comment!
  • U.S. Industrial Production Tumbled In March
    Wed, Apr. 15 DIA Comment!
  • Healthcare Stocks Still In The Lead As Energy Shows Signs Of Life
    Wed, Apr. 15 XLE, XLV, XLY 2 Comments
  • U.S. Retail Spending Rebounds In March After 3 Monthly Declines
    Tue, Apr. 14 XLP, XLY, VDC Comment!
  • Key Macro Signals Await In This Week's U.S. Economic Reports
    Tue, Apr. 14 RINF, INFL, UINF 1 Comment
  • U.S. Retail Sales: March 2015 Preview
    Tue, Apr. 14 XLP, VDC, FXG Comment!
  • Does Smart Beta Equal Smart Asset Allocation?
    Mon, Apr. 13 PRF, VV 2 Comments
  • U.S. Economic Data Skews Positive In Releases This Week
    Fri, Apr. 10 SPY, DIA, QQQ 2 Comments
  • Macro Markets Risk Index: A Mild Rebound In Early April
    Fri, Apr. 10 SPY, DIA, QQQ 14 Comments
  • Is A New Bull Market Bubbling For Emerging Markets?
    Thu, Apr. 9 EEM, VWO, EDC 2 Comments