James Picerno


Red-Hot REITs And Collapsing Commodities

Securitized real estate is crushing the competition. The global markets have turned wobbly lately, but you wouldn’t know it by looking at the …

Will Lowflation Delay The Fed’s First Rate Hike?

Atlanta Fed President Dennis Lockhart says that the central bank is still on track to start raising interest rates in mid-2015. Speaking at …

Europe’s Slow-Motion Descent Into Deflation

The Eurozone economy seems to be slipping ever so slowly into a deflationary trap, which means that the European Central Bank needs to …

Macro-Markets Risk Index Still Anticipates U.S. Growth

A markets-based estimate of US macro conditions has endured a volatile period in recent months, but the outlook remains positive in the new …

Is Rising Eurozone Risk A Threat To The U.S. Economy?

US economic data has been improving lately, but Mr. Market is no longer in a mood for celebrating.

Risk Premia Forecasts: 6 January 2015

The expected risk premium for the Global Market Index (GMI) continued to trend lower through December. GMI — an unmanaged, market-value weighted mix …

ADP Employment Report: December 2014 Preview

Private non-farm payrolls in the US are projected to increase by 213,000 (seasonally adjusted) in tomorrow’s December update of the ADP Employment Report, …

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